- Create an Employee record using one of the two following options:
- Convert a Candidate record:
- Go to the Candidate record in HR > Candidate
- Click the Candidate form Extended Menu > Convert to Employee. An Employee record is automatically created using the Candidate information
- Create a new Employee record:
- Go to HR > Employee, then click the ADD icon
- Enter the Employee details including personal contact information
- Convert a Candidate record:
- With the Employee record in EDIT mode, add information in the following fields:
- Statue Code: must be ACTIVE
- Start Date – start date for the beginning of employment
- Reports To – Supervisor who will approve the Employee’s time off and will post their time records. This field is located on the Details tab
- Expense Approver – person who will approve the Employee’s expenses. This field is located on the Details tab
- Note: Leave the User ID and Contact No fields blank. This is populated in a separate procedure
- Check the Time Bill Email and Schedule Email boxes if you want this Employee to receive emails related to these
- Salary Unit / Salary Amount
- Any other fields for which you have information
- Click the SAVE icon
- Once the Employee record is created, you may return to complete the setup and continuously add attributes pertaining to the Employee’s growth and Human Resource record, such as:
- Wage Type, Labor Type and Burden | in conjunction with Accounting department, define the cost of the Employee before any Time Bill records are linked to their UserID
- Training | capture courses and / or skills expiry dates
- Benefits | define benefits / deductions applicable
- Articles | track employer items in Employee’s possession to facilitate retrieval or inactivation in future
- Reviews | capture performance or feedback review dates, scores and delivery
- Employee Activities | capture any activity related to the Employee