Core-HR Solution

From Subscribe-HR Wiki Help
Jump to: navigation, search
(Created page with '{{page.name: Core Human Resources Module: Introduction to the Core Human Resources Module - Subscribe-HR Wiki}} {{page.head: Welcome to Core Human Resources}} Tips and tricks, t…')
 
 
(176 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
{{page.name: Core Human Resources Module: Introduction to the Core Human Resources Module - Subscribe-HR Wiki}}
+
{{page.name: Core HR Solution: Introduction to the Core-HR Solution - Subscribe-HR Wiki}}
−
{{page.head: Welcome to Core Human Resources}}
+
{{page.head: Core-HR Solution}}
  
−
Tips and tricks, troubleshooting steps and other information for the Core Human Resource Module from Subscribe-HR.
+
Tips and tricks, troubleshooting steps and other information for the Core HR Solution from Subscribe-HR.<br>
−
<br>
+
Subscribe-HR delivers Enterprise, e-Recruitment, Onboarding / Offboarding, Core-HR, Self-Service, Surveys, Performance Management, Workflows, Reporting Solutions.  
−
Subscribe-HR delivers Simpler Recruitment and HR Systems, On-Demand.
+
  
 
__TOC__
 
__TOC__
Line 17: Line 16:
 
#[[Adding-company-property|Setting up Company Property]]
 
#[[Adding-company-property|Setting up Company Property]]
 
#[[Creating-jobs-in-the-job-file|Setting Up Jobs]]
 
#[[Creating-jobs-in-the-job-file|Setting Up Jobs]]
−
#[[Creating-leave-profiles|Creating Leave Profiles]]
+
#[[Employee-leave-wizard|Global Leave Settings]]
 
#[[Creating-a-new-employee|Creating a new employee using The New Employee Wizard]]
 
#[[Creating-a-new-employee|Creating a new employee using The New Employee Wizard]]
 
#[[Setting-up-company-policies|Setting up Company Policies]]
 
#[[Setting-up-company-policies|Setting up Company Policies]]
 
#[[Setting-up-KPIs|Setting up KPI's]]
 
#[[Setting-up-KPIs|Setting up KPI's]]
 +
#[[Setting-up-superannuation-funds|Setting up Superannuation Funds]]
 +
#[[Setting-up-payroll-categories|Setting up Payroll Categories]]
 +
#[[Customising-the-logo|Customising Subscribe-HR with your Company Logo]]
 +
#[[Record-History|Record History]]
  
−
<br>
+
==List All==
−
==General Core Human Resources==
+
*[[List-All|List All]]
 +
 
 +
===General Core Human Resources===
 
*[[adding-data-to-the-lookup-table|Adding Data to the Code Library]]
 
*[[adding-data-to-the-lookup-table|Adding Data to the Code Library]]
 
*[[Setting-up-locations-in-Subscribe-HR|Setting up Locations]]
 
*[[Setting-up-locations-in-Subscribe-HR|Setting up Locations]]
 
*[[Setting-up-cost-centres|Setting up Cost Centres]]
 
*[[Setting-up-cost-centres|Setting up Cost Centres]]
−
*[[Employee-leave-wizard|Managing Leave with the Employee Leave Wizard]]
+
*[[Employee-leave-wizard|Setting up Entitlements and Accruals]]
 
*[[Creating-leave-transactions-for-an-employee|Creating Leave Transactions for an Employee]]
 
*[[Creating-leave-transactions-for-an-employee|Creating Leave Transactions for an Employee]]
 
*[[Setting-up-departments|Setting up Departments]]
 
*[[Setting-up-departments|Setting up Departments]]
Line 35: Line 40:
 
*[[Setting-up-CPD|Setting up CPD (Continuing Professional Development)]]
 
*[[Setting-up-CPD|Setting up CPD (Continuing Professional Development)]]
 
*[[Adding-job-descriptions|Adding a Job Descriptions]]
 
*[[Adding-job-descriptions|Adding a Job Descriptions]]
 +
*[[The-inbox|The Inbox and Your Mail]]
  
−
===Tools===
+
===Announcements and Acknowledgements (Team Dashboards)===
−
*[[Creating-a-new-employee|The New Employee Wizard]]
+
*[[Creating-Announcements|Creating Announcements]]
−
*[[Using-organisational-chart-in-minutes|Orgchart]]
+
−
*[[Leave-planner|Leave Planner]]
+
−
*[[Searching-for-employee-skills-and-qualifications|Searching for Employee Skills and Qualifications]]
+
−
*[[Resume-search-tool|Resume Search Tool]]
+
−
*[[Workforce-manager|Workforce Manager]]
+
−
*[[Working-hours|Working Hours]]
+
  
 +
===Benefits===
 +
*[[Setting-up-benefits|Setting up Benefits]]
 +
 +
===Budget===
 +
*[[Setting-up-budgets|Setting up Budgets]]
 +
 +
===Company Policies===
 +
*[[Setting-up-company-policies|Setting up Company Policies]]
 +
 +
===Courses (Training Catalogue in Team Dashboards)===
 +
*[[Setting-up-Courses|Setting up Courses]]
 +
*[[Course Waiting List|Course Waiting List]]
 +
 +
===Course Events (Training Events in Team Dashboards)===
 +
*[[Creating-Events|Creating Course Events]]
 +
 +
===Course Providers===
 +
*[[Adding-Providers|Setting up Training Course Providers]]
  
 
===Employee===
 
===Employee===
−
*[[Employee_employee_file|Employee File]]
+
 
−
**[[Employee_safety|Safety]]
+
*[[Employee-absence|Absence]]
−
**[[Employee_leaver|Leaver]]
+
*[[Employee-address|Address]]
−
**[[Employee_other|Other]]
+
*[[Employee-background-checks|Background Checks]]
−
**[[Employee_fair_work_statement|Fair Work Statement]]
+
*[[Employee-bank-details|Bank Details]]
−
*[[Employee_Benefits|Benefits]]
+
*[[Employee-benefits|Benefits]]
−
*[[Employee_Medical|Employee Medical]]
+
*[[Employee-bonus|Bonus]]
−
*[[Employee_Property|Employee Property]]
+
*[[Employee-Canvas|Canvas and Documents]]
−
*[[Certificates_and_Licences|Certificates and Licences]]
+
*[[Certificates-and-licences|Certificates and Licences]]
−
*[[Employee_Jobs|Jobs]]
+
*[[Employee-Contact-History|Contact History]]
−
*[[Employee_Absence|Absence]]
+
*[[Employee-contract|Contract]]
−
*[[Employee_Incidents|Incidents]]
+
*[[Employee-dependents|Dependents]]
−
*[[Employee_Skills|Skills]]
+
*[[Employee-discipline|Discipline]]
−
*[[Employee_Next_of_Kin|Next of Kin]]
+
*[[Employee-disclosure|Disclosure]]
−
*[[Employee_Shares|Shares]]
+
*[[Employee-education-qualifications|Education and Qualifications]]
−
*[[Employee_Disclosure|Disclosure]]
+
*[[Employee-Entitlements|Entitlements]]
−
*[[Employee_Discipline|Discipline]]
+
*[[Employee-file|Employee File]]
−
*[[Employee_Bank_Details|Bank Details]]
+
**[[Employee-safety|Safety]]
−
*[[Employee_Grievance|Grievance]]
+
**[[Employee-leaver|Leaver]]
−
*[[Employee_Salary|Salary]]
+
**[[Employee-other|Other]]
−
*[[Employee_Contract|Contract]]
+
**[[Employee-fair-work-statement|Fair Work Statement]]
−
*[[Employee_Work_History|Work History]]
+
*[[Employee-expenses|Expense Claim]]
−
*[[Employee_Address|Address]]
+
*[[Employee-flexible-working|Flexible Working]]
−
*[[Employee_Superannuation|Superannuation]]
+
*[[Employee-grievance|Grievance]]
−
*[[Employee_Education_Qualifications|Education and Qualifications]]
+
*[[Employee-incidents|Incidents]]
−
*[[Employee_Performance|Performance]]
+
*[[Employee-Job-Billing|Job Billing]]
−
*[[Employee_Training_Records|Training Records]]
+
*[[Employee-jobs|Jobs]]
−
*[[Employee_Dependents|Dependents]]
+
*[[Employee-leave-balances|Leave Balances]]
−
*[[Employee_Expenses|Expenses]]
+
*[[Employee-medical|Employee Medical]]
−
*[[Employee_Flexible_Working|Flexible Working]]
+
*[[Employee-next-of-kin|Next of Kin]]
−
*[[Employee_Working_Hours|Working Hours]]
+
*[[Employee-Path|Path]]
−
*[[Employee_Leave_Balances|Leave Balances]]
+
              <!--*[[Employee-performance|Performance (Basic Form)]]-->
−
*[[Employee_Leave_Transactions|Leave Transactions]]
+
              <!--*[[Employee-performance-reviews|Performance Reviews]]-->
−
*[[Employee_Leave_Profiles|Leave Profiles]]
+
*[[Employee-property|Property]]
 +
*[[Employee-salary|Salary]]
 +
*[[Employee-shares|Shares]]
 +
*[[Employee-skills|Skills]]
 +
*[[Employee-superannuation|Superannuation]]
 +
*[[Employee-talent-pool-history|Talent Cube History]]
 +
*[[Employee-timesheets|Timesheets]]
 +
*[[Employee-training-records|Training Records]]
 +
*[[Employee-work-history|Work History]]
 +
*[[Employee-working-hours|Working Hours]]
 +
 
 +
===Entitlements===
 +
*[[Creating-Leave-Entitlement|Creating Leave Entitlements]]
  
 
===Jobs===
 
===Jobs===
 
*[[Creating-jobs-in-the-job-file|Setting Up Jobs]]
 
*[[Creating-jobs-in-the-job-file|Setting Up Jobs]]
−
*[[Job_Benefits|Job Benefits]]
+
*[[Job-benefits|Job Benefits]]
−
*[[Job_Description|Job Description]]
+
*[[Job-description|Job Description]]
−
*[[Job_Property|Assigning Company Property to a Job]]
+
*[[Job-property|Assigning Company Property to a Job]]
−
*[[Job_Skills|Job Skills]]
+
*[[Job-skills|Job Skills]]
−
 
+
*[[Job-Training|Training]]
−
===Benefits===
+
−
*[[Setting-up-benefits|Setting up Benefits]]
+
  
 
===Property===
 
===Property===
 
*[[Adding-company-property|Setting up Company Property]]
 
*[[Adding-company-property|Setting up Company Property]]
−
 
−
===Company Policies===
 
−
*[[Setting-up-company-policies|Setting up Company Policies]]
 
  
 
===Risks===
 
===Risks===
−
*[[Reporting_Risks|Reporting Risks]]
+
*[[Reporting-risks|Reporting Risks]]
−
*[[Adding_Classifications_to_Risks|Adding Classifications to Risks]]
+
*[[Adding-classifications-to-risks|Adding Classifications to Risks]]
−
*[[Adding_Results_options_to_Risks|Adding Results options to Risks]]
+
*[[Adding-results-options-to-risks|Adding Results options to Risks]]
  
 
===KPI===
 
===KPI===
 
*[[Setting-up-KPIs|Setting up KPI's]]
 
*[[Setting-up-KPIs|Setting up KPI's]]
 +
 +
===Superannuation Funds===
 +
*[[Setting-up-superannuation-funds|Superannuation Funds]]
 +
 +
===Payroll Categories===
 +
*[[Setting-up-payroll-categories|Payroll Categories]]
 +
 +
===MYOB===
 +
*[[Setting-up-MYOB-payroll-codes|Setting up MYOB Payroll Codes]]
 +
 +
===Xero===
 +
*[[Xero-Fields-Explained|Xero Fields Explained]]
 +
 +
===NetSuite===
 +
*[[NetSuite_Integration|NetSuite]]
  
 
===Bulk Assigning===
 
===Bulk Assigning===
−
*[[Bulk_Assigning_of_Jobs_to_Employees|Bulk Assigning of Jobs to Employees]]
+
*[[Bulk-assigning-of-jobs-to-employees|Bulk Assigning of Jobs to Employees]]
−
*[[Bulk_Assigning_of_Manager|Bulk Assigning of Manager]]
+
*[[Bulk-assigning-of-manager|Bulk Assigning of Manager]]
−
*[[Bulk_Assigning_of_Salary|Bulk Assigning of Salary]]
+
*[[Bulk-assigning-of-salary|Bulk Assigning of Salary]]
−
*[[Bulk_Assigning_of_Working_Hours|Bulk Assigning of Working Hours]]
+
*[[Bulk-assigning-of-working-hours|Bulk Assigning of Working Hours]]
  
 
===Users and Security===
 
===Users and Security===
−
*[[Adding_Users|Adding Users]]
+
*[[Adding-users|Adding Users]]
−
*[[Adding_Groups|Adding Groups]]
+
*[[Adding-groups|Adding Groups]]
−
*[[Editing_Security_Permissions|Editing Security Permissions]]
+
*[[Editing-security-permissions|Editing Security Permissions]]
−
*[[Dashboard Security Permissions|Dashboard Security Permissions]]
+
*[[Dashboard-security-permissions|Dashboard Security Permissions]]
  
 
===Correspondence===
 
===Correspondence===
−
*[[Editing_Correspondence|Editing Correspondence]]
+
*[[Editing-correspondence|Editing Correspondence]]
−
*[[Creating_New_Correspondence|Creating New Correspondence]]
+
*[[Creating-new-correspondence|Creating New Correspondence]]
 +
 
 +
==Workflows==
 +
*[[Creating-a-leave-request-workflow|Creating a Leave Request Workflow]]
 +
*[[Creating-workflows|Creating Request Type Workflows]]
 +
*[[Tracking-workflows|Tracking Workflows]]
 +
*[[Digital Signature]]
 +
 
 +
==Create PDF's and Printing==
 +
*[[Save-pdf|Save a Record as a PDF]]
 +
 
 +
==Tools==
 +
*[[Creating-a-new-employee|The New Employee Wizard]]
 +
*[[Using-organisational-chart-in-minutes|Orgchart]]
 +
*[[Leave-planner|Leave Planner]]
 +
*[[Resume-search-tool|Resume Search Tool]]
 +
*[[Workforce-manager|Workforce Manager]]
 +
*[[Working-hours|Working Hours]]
 +
*[[Salary-modelling-tool|Remuneration Modelling Tool]]
 +
*[[Activity-Manager|Activity Manager]]
  
 
==Reports==
 
==Reports==
−
*[[Reports_creating|Creating Reports]]
+
*[[Reports-creating|Creating Reports]]
−
*[[Modifying_Reports_and_Filtering|Modifying Reports and Filtering]]
+
*[[Modifying-reports-and-filtering|Modifying Reports and Filtering]]
−
*[[Reports_export|Exporting Reports]]
+
*[[Reports-export|Exporting Reports]]
 +
 
 +
==My Tasks & Reminders==
 +
*[[The-inbox|The Inbox and Your Mail]]
 +
<!--*[[My-tasks-and-reminders-on-the-dashboard|Tasks and Reminders Explained]]
 +
<!--*[[Creating-new-tasks-and-reminders|Creating Tasks and Reminders]]
 +
<!--*[[Delegating-tasks-and-reminders|Delegating Tasks and Reminders]]
 +
 
 +
 
 +
==Leave Estimator==
 +
*[[Leave-estimator-on-the-dashboard|Leave Estimator]]
 +
 
  
 
==Employee and Manager Self Service==
 
==Employee and Manager Self Service==
−
*[[The_Employee_Dashboard|The Employee Dashboard Explained]]
+
*[[The-employee-dashboard|The Employee Dashboard Explained]]
  
−
==How To==
+
<!--==How To & FAQ==
−
*[[Performing an Employee Performance Review|Employee Performance Review]]
+
*[[Employee-performance-reviews|Employee Performance Reviews]]
 
*[[Employee-leave-wizard|Manage Leave with the Employee Leave Wizard]]
 
*[[Employee-leave-wizard|Manage Leave with the Employee Leave Wizard]]
 +
*[[Create-new-values-in-the-code-library|Create New Values in the Code Library]]
 +
*[[Exit-an-employee|Exit an Employee]]
 +
*[[Customising-the-logo|Customise Subscribe-HR with your Company Logo]]
 +
*[[How-to-sort-fields-on-a-search-in-ascending-descending-order|How to sort fields on a search in ascending and descending order]]
 +
*[[I-cannot-see-the-create-or-delete-button|I have accessed a page and cannot see the Create or Delete button]]
 +
*[[Attachment-Fields|Attachment Fields]]-->
 +
 +
==System Settings==
 +
*[[General|Details ]]
 +
*[[HR|HR]] (including Sections [[HR#General_Section|General]], [[HR#Dashboard_Section|Dashboard]], [[HR#Timesheets_Section|Timesheets]], [[HR#Rostering_Section|Rostering]], [[HR#Expenses_Section|Expenses]] & [[HR#Leave_Accruals_Section|Leave Accruals]])
 +
<!--(Old Links: [[Dashboard]], [[Timesheets]], [[Rostering]], [[Expenses]])-->
 +
*[[Recruitment|Recruitment]]
 +
*[[Integration|Integration]]
 +
*[[Self-Service|Self-Service]]
 +
*[[Billing|Billing]]
 +
*[[Compliance|Compliance]]
 +
*[[Onboarding|Onboarding]]
 +
*[[Apps|Apps]]
 +
*[[Customising-the-logo|Customise Subscribe-HR with your Company Logo]]
 +
*[[Localisation-settings|Localisation Settings and My Profile]]
 +
*[[Changing-your-password|Changing your Password]]
  
−
==Videos==
+
==The Import Tool - Excel Plugin==
−
*[[Subscribe-HR-HR-SaaS-Introduction|Subscribe-HR HR SaaS Introduction]]
+
*[[Importing_data_into_an_object|Importing Data into a Single Object]]
−
*[[SaaS-Design-Layout-and-Key-Features-Overview|SaaS Design Layout and Key Features Overview]]
+
*[[Mass_import_of_data_spanning_multiple_objects|Importing Data into Multiple Objects]]
−
*[[Subscribe-HR-Security-Overview|Subscribe-HR Security Overview]]
+
−
*[[Developer-Module-Overview-Video|Developer Module Overview]]
+
  
−
<br>
 
 
==Troubleshooting and Problem Resolution==
 
==Troubleshooting and Problem Resolution==
−
*[[Contacting_Subscribe_HR|Contacting Subscribe-HR]]
+
*[[Contacting-subscribe-HR|Contacting Subscribe-HR]]
−
<br>
+
−
<br>
+
  
−
[[File:subscribehr_logo.gif]]
+
<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 01:30, 8 April 2024

Tips and tricks, troubleshooting steps and other information for the Core HR Solution from Subscribe-HR.
Subscribe-HR delivers Enterprise, e-Recruitment, Onboarding / Offboarding, Core-HR, Self-Service, Surveys, Performance Management, Workflows, Reporting Solutions.

Getting Started

  1. Deleting Existing Data
  2. Adding Data to the Code Library
  3. Setting up Locations
  4. Setting up Cost Centres
  5. Setting up Skills
  6. Setting up Benefits
  7. Setting up Company Property
  8. Setting Up Jobs
  9. Global Leave Settings
  10. Creating a new employee using The New Employee Wizard
  11. Setting up Company Policies
  12. Setting up KPI's
  13. Setting up Superannuation Funds
  14. Setting up Payroll Categories
  15. Customising Subscribe-HR with your Company Logo
  16. Record History

List All

General Core Human Resources

Announcements and Acknowledgements (Team Dashboards)

Benefits

Budget

Company Policies

Courses (Training Catalogue in Team Dashboards)

Course Events (Training Events in Team Dashboards)

Course Providers

Employee

Entitlements

Jobs

Property

Risks

KPI

Superannuation Funds

Payroll Categories

MYOB

Xero

NetSuite

Bulk Assigning

Users and Security

Correspondence

Workflows

Create PDF's and Printing

Tools

Reports

My Tasks & Reminders

System Settings

The Import Tool - Excel Plugin

Troubleshooting and Problem Resolution



Subscribehr logo.gif

Retrieved from "https://wiki.subscribe-hr.com.au/index.php?title=Core-Human-Resources-Module&oldid=11636"