HR Tab Setting
(→Except for these Leave Types) |
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__TOC__ | __TOC__ | ||
| − | + | =HR Section= | |
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| − | =HR | + | |
==General Section== | ==General Section== | ||
| − | The General Section in the <b>Settings</b> | + | The General Section in the <b>Settings</b> Option allows you to configure the following settings: |
===Standard FTE Hours=== | ===Standard FTE Hours=== | ||
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If set to <b>Yes</b>, then Employees leave will <b>not</b> be allowed to become negative.<br> | If set to <b>Yes</b>, then Employees leave will <b>not</b> be allowed to become negative.<br> | ||
If set to <b>No</b>, then Employees leave will be allowed to become negative. | If set to <b>No</b>, then Employees leave will be allowed to become negative. | ||
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| + | ===Except for these Leave Types=== | ||
| + | This relates to the above (Reject Leave With Negative Leave Balances). If you select for example "Annual Leave", Subscribe-HR will allow for a negative balance for employees if this is selected in this field. If you want to allow negative leave for anything to do with Sick, select "Sick Leave". | ||
===Can Apply For Long Service Leave=== | ===Can Apply For Long Service Leave=== | ||
Set here whether Employees can apply for Long Service Leave via Subscribe-HR System. It can be set to: | Set here whether Employees can apply for Long Service Leave via Subscribe-HR System. It can be set to: | ||
| − | * < | + | * <i><b>Blank</b></i>: It allows the administrator to select from employees who can avail long service leave. |
| − | * | + | * Always |
| − | * | + | * 7 Years After Start Date |
| − | * | + | * 10 Years After Start Date |
===Employees Can Hold Multiple Jobs=== | ===Employees Can Hold Multiple Jobs=== | ||
| − | If set to <b>Yes</b>, then Employees can have more than one job assigned to them in the system. | + | If set to <b>Yes</b>, then Employees can have more than one job assigned to them in the system.<br> |
| + | This will then also allow you to assign Multiple Salaries to those Jobs as well as Absences. In the Workforce Manager, you will be able to see all Jobs and Salaries assigned to employees. | ||
| − | === | + | ===New Employee Additional Fields=== |
| − | + | This multi-select chooses which fields in the Employee, Employee Jobs, and Employee Salary objects that will be available to be filled in for the New Employee Wizard from the Manage Tool. | |
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==Dashboard Section== | ==Dashboard Section== | ||
| − | The <b>Dashboard</b> | + | The <b>Dashboard</b> allow you to organises and presents information in a way that is easy to read & relevant to the Employee. |
===Display Leave Balances For=== | ===Display Leave Balances For=== | ||
| − | Select the Type of Leave Balances which can be displayed in the System. <i><b>Example:</b>Annual Leave, Sick Leave, Long Service Leave, RDO, Time in Lieu, etc</i>. | + | This can be set-up in Groups - Maintenance. Select the Type of Leave Balances which can be displayed in the System. <i><b>Example:</b> Annual Leave, Sick Leave, Long Service Leave, RDO, Time in Lieu, etc</i>. |
===Display Long Service Leave=== | ===Display Long Service Leave=== | ||
Set here whether Employees can see their Long Service Leave. It can be set to: | Set here whether Employees can see their Long Service Leave. It can be set to: | ||
| − | * | + | * <i>Blank</i> |
| − | * | + | * Always |
| − | * | + | * 7 Years After Start Date |
| − | * | + | * 10 Years After Start Date |
| + | |||
| + | ===New Employee Additional Fields=== | ||
| + | This multi-select chooses which fields in the Employee, Employee Jobs, and Employee Salary objects that will be available to be filled in for the New Employee Wizard from the Manage Tool. | ||
For Dashboard Security Permissions, please See: [[Dashboard-security-permissions|Dashboard Security Permissions]] | For Dashboard Security Permissions, please See: [[Dashboard-security-permissions|Dashboard Security Permissions]] | ||
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===Timesheet Type=== | ===Timesheet Type=== | ||
| − | This is used to define the Regularity of your Timesheet Process. <i><b>Example:</b>Weekly, Fortnightly </i> | + | This is used to define the Regularity of your Timesheet Process. <i><b>Example:</b> Weekly, Fortnightly </i> |
===Week Start On=== | ===Week Start On=== | ||
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===Enable Job Selection=== | ===Enable Job Selection=== | ||
Allows you to select a Job that relates to the Timesheet Entry. | Allows you to select a Job that relates to the Timesheet Entry. | ||
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| + | ===Timesheet Enable Breaks=== | ||
| + | Allows the user to record the amount of time they were on breaks. | ||
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| + | ===Enable Comments=== | ||
| + | Enables the comment box at the top of the timesheet. | ||
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| + | ===Do Not Show Default Working Hours=== | ||
| + | When enabled, timesheets will not auto fill hours. | ||
<br> | <br> | ||
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | <b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b> | ||
<br><br> | <br><br> | ||
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===Availability Submission Cut Off=== | ===Availability Submission Cut Off=== | ||
| + | Set the cut off Day of Week & Time by which Employees must have their Working Availability given to their Manager. | ||
===Roster Confirmation Cut Off=== | ===Roster Confirmation Cut Off=== | ||
| − | + | Set the cut off Day of Week & Time by which Employees must confirm the Roster created by their Manager. | |
<br> | <br> | ||
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==Expenses Section== | ==Expenses Section== | ||
| + | <b>Expense Claims</b> are the reimbursement process of an Employee initiated expense. These costs include, but are not limited to, expenses incurred for travel and entertainment.<br> | ||
| + | <b>Expenses Settings</b> allows you to configure what fields & functions are permitted on the Expense Claim Form screen. | ||
| − | = | + | ===Account Code Field=== |
| − | + | Select this check box if you want the Account Code Field on the Expense Claim Form screen. | |
| − | == | + | ===Attachment Field=== |
| − | + | Select this check box if you want Attachments to be uploaded on the Expense Claim Form screen. | |
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===Display Tax Portion=== | ===Display Tax Portion=== | ||
| + | Select this check box if you want to display the Tax Portion of amounts on the Expense Claim Form screen. | ||
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===Tax Percentage=== | ===Tax Percentage=== | ||
| + | Specify the percentage amount of Tax. <i><b>Example:</b> 10%</i>. | ||
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===Tax Name=== | ===Tax Name=== | ||
| − | + | Enter the Name of this Tax. <i><b>Example:</b> GST</i>. | |
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<br> | <br> | ||
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<br><br> | <br><br> | ||
| − | == | + | ==Entitlements Section== |
| + | <b>Employee Leave</b> can be configured to Accrue automatically and allows you to configure Leave Accrual information base on your leave rules and location requirements for those leave accruals. | ||
| − | ===Leave | + | ===Leave Transaction Profile=== |
| − | + | Leave Transaction Profile allow you to decide how you would like to Calculate the Accrual in relation to the totaling of accruals: | |
| − | + | * Auto-Calculated | |
| − | + | * Auto-Calculated (No Balances) | |
| + | * Manual Entry | ||
| + | * Manual Entry (No Field Restrictions) | ||
| − | === | + | ===Use Imported Balance in Calculations=== |
| − | + | Tick use imported balance in calculations if you are importing balance from a payroll system and would only like projections to happen from the last time the balance was updated. | |
| + | For more information about Managing Leave please [[Employee-leave-wizard#Entitlement_Settings|click here]]. | ||
| − | + | ==Orgchart Section== | |
| + | These settings allow the <b>Orgchart</b> to be displayed in the Orgchart Tool. | ||
| + | ===Orgchart Settings=== | ||
| + | The Top Person and Top Job for Person to Person and Job to Job need to be selected for the Orgchart to be shown. | ||
| + | * Top Person - Select the Employee who is at the Top of the Person-to-Person Orgchart. | ||
| + | * Top Job - Select the Job that is at the top of the Job-to-Job Orgchart. | ||
| − | + | For more information about the Orgchart and how it works, [[Using-organisational-chart-in-minutes#How_to_use_Orgchart|Click Here]]. | |
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<br><br>[[File:subscribehr_logo.gif]] | <br><br>[[File:subscribehr_logo.gif]] | ||
Latest revision as of 01:01, 26 July 2022
Contents
HR Section
General Section
The General Section in the Settings Option allows you to configure the following settings:
Standard FTE Hours
Set the number of standard hours a Full Time Employee (FTE) works in a week.
Time Should Be Entered As Free Text
If set to Yes, then there will be no numerical validation done on Times entered into the system.
Reject Leave With Negative Leave Balances
If set to Yes, then Employees leave will not be allowed to become negative.
If set to No, then Employees leave will be allowed to become negative.
Except for these Leave Types
This relates to the above (Reject Leave With Negative Leave Balances). If you select for example "Annual Leave", Subscribe-HR will allow for a negative balance for employees if this is selected in this field. If you want to allow negative leave for anything to do with Sick, select "Sick Leave".
Can Apply For Long Service Leave
Set here whether Employees can apply for Long Service Leave via Subscribe-HR System. It can be set to:
- Blank: It allows the administrator to select from employees who can avail long service leave.
- Always
- 7 Years After Start Date
- 10 Years After Start Date
Employees Can Hold Multiple Jobs
If set to Yes, then Employees can have more than one job assigned to them in the system.
This will then also allow you to assign Multiple Salaries to those Jobs as well as Absences. In the Workforce Manager, you will be able to see all Jobs and Salaries assigned to employees.
New Employee Additional Fields
This multi-select chooses which fields in the Employee, Employee Jobs, and Employee Salary objects that will be available to be filled in for the New Employee Wizard from the Manage Tool.
Dashboard Section
The Dashboard allow you to organises and presents information in a way that is easy to read & relevant to the Employee.
Display Leave Balances For
This can be set-up in Groups - Maintenance. Select the Type of Leave Balances which can be displayed in the System. Example: Annual Leave, Sick Leave, Long Service Leave, RDO, Time in Lieu, etc.
Display Long Service Leave
Set here whether Employees can see their Long Service Leave. It can be set to:
- Blank
- Always
- 7 Years After Start Date
- 10 Years After Start Date
New Employee Additional Fields
This multi-select chooses which fields in the Employee, Employee Jobs, and Employee Salary objects that will be available to be filled in for the New Employee Wizard from the Manage Tool.
For Dashboard Security Permissions, please See: Dashboard Security Permissions
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Timesheets Section
Timesheets allows an Employee to enter the times they have worked. Timesheets are used when an Employee does not have a standard Working Hours Pattern.
Timesheet Settings allows you set-up your timesheet parameters:
Timesheet Type
This is used to define the Regularity of your Timesheet Process. Example: Weekly, Fortnightly
Week Start On
Set the week start Day for your Timesheet.
Track Time In Lieu
Set to Yes will allow you to submit Time in Lieu information into the Timesheet.
Enable Job Selection
Allows you to select a Job that relates to the Timesheet Entry.
Timesheet Enable Breaks
Allows the user to record the amount of time they were on breaks.
Enable Comments
Enables the comment box at the top of the timesheet.
Do Not Show Default Working Hours
When enabled, timesheets will not auto fill hours.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Availability Submission Cut Off
Set the cut off Day of Week & Time by which Employees must have their Working Availability given to their Manager.
Roster Confirmation Cut Off
Set the cut off Day of Week & Time by which Employees must confirm the Roster created by their Manager.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Expenses Section
Expense Claims are the reimbursement process of an Employee initiated expense. These costs include, but are not limited to, expenses incurred for travel and entertainment.
Expenses Settings allows you to configure what fields & functions are permitted on the Expense Claim Form screen.
Account Code Field
Select this check box if you want the Account Code Field on the Expense Claim Form screen.
Attachment Field
Select this check box if you want Attachments to be uploaded on the Expense Claim Form screen.
Display Tax Portion
Select this check box if you want to display the Tax Portion of amounts on the Expense Claim Form screen.
Tax Percentage
Specify the percentage amount of Tax. Example: 10%.
Tax Name
Enter the Name of this Tax. Example: GST.
Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.
Entitlements Section
Employee Leave can be configured to Accrue automatically and allows you to configure Leave Accrual information base on your leave rules and location requirements for those leave accruals.
Leave Transaction Profile
Leave Transaction Profile allow you to decide how you would like to Calculate the Accrual in relation to the totaling of accruals:
- Auto-Calculated
- Auto-Calculated (No Balances)
- Manual Entry
- Manual Entry (No Field Restrictions)
Use Imported Balance in Calculations
Tick use imported balance in calculations if you are importing balance from a payroll system and would only like projections to happen from the last time the balance was updated.
For more information about Managing Leave please click here.
Orgchart Section
These settings allow the Orgchart to be displayed in the Orgchart Tool.
Orgchart Settings
The Top Person and Top Job for Person to Person and Job to Job need to be selected for the Orgchart to be shown.
- Top Person - Select the Employee who is at the Top of the Person-to-Person Orgchart.
- Top Job - Select the Job that is at the top of the Job-to-Job Orgchart.
For more information about the Orgchart and how it works, Click Here.
