KPI's

From Subscribe-HR Wiki Help
Jump to: navigation, search
(Adding Superannuation Funds)
(Locating the Superannuation Fund drop down)
 
(3 intermediate revisions by the same user not shown)
Line 8: Line 8:
  
 
===Adding Superannuation Funds===
 
===Adding Superannuation Funds===
# After logging into the Subscribe-HR portal, navigate to the ‘Human Resources’ TAB.
+
# After logging into the Subscribe-HR HCM Platform, click on the "HUMAN RESOURCES" option from the left Navigation.
# Select the '''Superannuation Funds''' folder from the '''More''' Tab.
+
# Select the '''Superannuation Funds''' folder.
 
# Select the '''[Add New Record]''' button.
 
# Select the '''[Add New Record]''' button.
 
# Select the '''Active Fund''' checkbox<br>This is checked if this is an active superannuation account that the organisation uses.
 
# Select the '''Active Fund''' checkbox<br>This is checked if this is an active superannuation account that the organisation uses.
Line 19: Line 19:
 
# Select the Save button.
 
# Select the Save button.
 
<br>
 
<br>
<b>Fields marked in bold are mandatory and must be filled in before the Superannuation Fund records can be saved.</b>
+
<b>Fields marked with a red asterisk are mandatory and must be filled in before the Superannuation Fund records can be saved.</b>
  
 
<br>
 
<br>
  
 
===Locating the Superannuation Fund drop down===
 
===Locating the Superannuation Fund drop down===
# Select the Human Resources TAB.
+
# Select the "HUMAN RESOURCES" Solution.
 
# Select the Employee Folder.
 
# Select the Employee Folder.
 
# Select the Employee that you wish to assign a Superannuation Fund to.
 
# Select the Employee that you wish to assign a Superannuation Fund to.
# Select the Superannuation sub-folder.
+
# Select the Superannuation sub-folder from the left side menu.
# Select the Create button.
+
# Select the '''[Add New Record]''' button.
 
# Select the Superannuation Fund drop down.
 
# Select the Superannuation Fund drop down.
  
 
<br>
 
<br>
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 23:19, 4 December 2018

Setting up Superannuation Funds

Creating Superannuation Funds now makes it easier when setting up an Employee's superannuation details, by allowing the user to select the predefined superannuation fund from the Superannuation Fund Drop Down.

Adding Superannuation Funds

  1. After logging into the Subscribe-HR HCM Platform, click on the "HUMAN RESOURCES" option from the left Navigation.
  2. Select the Superannuation Funds folder.
  3. Select the [Add New Record] button.
  4. Select the Active Fund checkbox
    This is checked if this is an active superannuation account that the organisation uses.
  5. Enter the Superannuation Fund Name
    This is the fund name Example: Example Fund.
  6. Enter the Superannuation Fund Number
    This is the number that identifies the Fund. The Superannuation Fund will supply this to you.
  7. Enter the Employer Membership Number
    This is the Membership number provided to your organisation when the organisation joined as a member of the superannuation fund.
  8. Enter the Fund Phone Number
  9. Enter the Fund Website
  10. Select the Save button.


Fields marked with a red asterisk are mandatory and must be filled in before the Superannuation Fund records can be saved.


Locating the Superannuation Fund drop down

  1. Select the "HUMAN RESOURCES" Solution.
  2. Select the Employee Folder.
  3. Select the Employee that you wish to assign a Superannuation Fund to.
  4. Select the Superannuation sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Select the Superannuation Fund drop down.


Subscribehr logo.gif