Core-HR Solution
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− | {{page.name: Core | + | {{page.name: Core HR Solution: Introduction to the Core-HR Solution - Subscribe-HR Wiki}} |
− | {{page.head: | + | {{page.head: Core-HR Solution}} |
− | Tips and tricks, troubleshooting steps and other information for the Core | + | 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 | + | |
__TOC__ | __TOC__ | ||
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#[[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]] | ||
− | #[[ | + | #[[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]] | ||
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#[[Setting-up-payroll-categories|Setting up Payroll Categories]] | #[[Setting-up-payroll-categories|Setting up Payroll Categories]] | ||
#[[Customising-the-logo|Customising Subscribe-HR with your Company Logo]] | #[[Customising-the-logo|Customising Subscribe-HR with your Company Logo]] | ||
+ | #[[Record-History|Record History]] | ||
− | ==General Core Human Resources== | + | ==List All== |
+ | *[[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| | + | *[[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]] | ||
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*[[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]] | *[[The-inbox|The Inbox and Your Mail]] | ||
+ | |||
+ | ===Announcements and Acknowledgements (Team Dashboards)=== | ||
+ | *[[Creating-Announcements|Creating Announcements]] | ||
+ | |||
+ | ===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-absence|Absence]] | ||
+ | *[[Employee-address|Address]] | ||
+ | *[[Employee-background-checks|Background Checks]] | ||
+ | *[[Employee-bank-details|Bank Details]] | ||
+ | *[[Employee-benefits|Benefits]] | ||
+ | *[[Employee-bonus|Bonus]] | ||
+ | *[[Employee-Canvas|Canvas and Documents]] | ||
+ | *[[Certificates-and-licences|Certificates and Licences]] | ||
+ | *[[Employee-Contact-History|Contact History]] | ||
+ | *[[Employee-contract|Contract]] | ||
+ | *[[Employee-dependents|Dependents]] | ||
+ | *[[Employee-discipline|Discipline]] | ||
+ | *[[Employee-disclosure|Disclosure]] | ||
+ | *[[Employee-education-qualifications|Education & Qualifications]] | ||
+ | *[[Employee-Entitlements|Entitlements]] | ||
*[[Employee-file|Employee File]] | *[[Employee-file|Employee File]] | ||
**[[Employee-safety|Safety]] | **[[Employee-safety|Safety]] | ||
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**[[Employee-other|Other]] | **[[Employee-other|Other]] | ||
**[[Employee-fair-work-statement|Fair Work Statement]] | **[[Employee-fair-work-statement|Fair Work Statement]] | ||
− | *[[Employee- | + | *[[Employee-expenses|Expense Claim]] |
+ | *[[Employee-flexible-working|Flexible Working]] | ||
+ | *[[Employee-grievance|Grievance]] | ||
+ | *[[Employee-incidents|Incidents]] | ||
+ | *[[Employee-Job-Billing|Job Billing]] | ||
+ | *[[Employee-jobs|Jobs]] | ||
+ | *[[Employee-leave-balances|Leave Balances]] | ||
*[[Employee-medical|Employee Medical]] | *[[Employee-medical|Employee Medical]] | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
*[[Employee-next-of-kin|Next of Kin]] | *[[Employee-next-of-kin|Next of Kin]] | ||
− | *[[Employee- | + | *[[Employee-Path|Path]] |
− | *[[Employee- | + | <!--*[[Employee-performance|Performance (Basic Form)]]--> |
− | *[[Employee- | + | <!--*[[Employee-performance-reviews|Performance Reviews]]--> |
− | + | *[[Employee-property|Property]] | |
− | *[[Employee- | + | |
*[[Employee-salary|Salary]] | *[[Employee-salary|Salary]] | ||
− | *[[Employee- | + | *[[Employee-shares|Shares]] |
− | *[[Employee- | + | *[[Employee-skills|Skills]] |
− | + | ||
*[[Employee-superannuation|Superannuation]] | *[[Employee-superannuation|Superannuation]] | ||
− | *[[Employee- | + | *[[Employee-talent-pool-history|Talent Cube History]] |
− | *[[Employee- | + | *[[Employee-timesheets|Timesheets]] |
*[[Employee-training-records|Training Records]] | *[[Employee-training-records|Training Records]] | ||
− | *[[Employee- | + | *[[Employee-work-history|Work History]] |
− | + | ||
− | + | ||
*[[Employee-working-hours|Working Hours]] | *[[Employee-working-hours|Working Hours]] | ||
− | + | ||
− | *[[ | + | ===Entitlements=== |
− | + | *[[Creating-Leave-Entitlement|Creating Leave Entitlements]] | |
− | + | ||
===Jobs=== | ===Jobs=== | ||
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*[[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]] | |
− | + | ||
− | *[[ | + | |
===Property=== | ===Property=== | ||
*[[Adding-company-property|Setting up Company Property]] | *[[Adding-company-property|Setting up Company Property]] | ||
− | |||
− | |||
− | |||
===Risks=== | ===Risks=== | ||
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===Payroll Categories=== | ===Payroll Categories=== | ||
*[[Setting-up-payroll-categories|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=== | ||
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*[[Creating-workflows|Creating Request Type Workflows]] | *[[Creating-workflows|Creating Request Type Workflows]] | ||
*[[Tracking-workflows|Tracking Workflows]] | *[[Tracking-workflows|Tracking Workflows]] | ||
+ | *[[Digital Signature]] | ||
==Create PDF's and Printing== | ==Create PDF's and Printing== | ||
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*[[Using-organisational-chart-in-minutes|Orgchart]] | *[[Using-organisational-chart-in-minutes|Orgchart]] | ||
*[[Leave-planner|Leave Planner]] | *[[Leave-planner|Leave Planner]] | ||
− | |||
*[[Resume-search-tool|Resume Search Tool]] | *[[Resume-search-tool|Resume Search Tool]] | ||
*[[Workforce-manager|Workforce Manager]] | *[[Workforce-manager|Workforce Manager]] | ||
*[[Working-hours|Working Hours]] | *[[Working-hours|Working Hours]] | ||
− | *[[Salary-modelling-tool| | + | *[[Salary-modelling-tool|Remuneration Modelling Tool]] |
+ | *[[Activity-Manager|Activity Manager]] | ||
==Reports== | ==Reports== | ||
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==My Tasks & Reminders== | ==My Tasks & Reminders== | ||
− | |||
− | |||
− | |||
*[[The-inbox|The Inbox and Your Mail]] | *[[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 & FAQ== | + | <!--==How To & FAQ== |
− | *[[ | + | *[[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]] | *[[Create-new-values-in-the-code-library|Create New Values in the Code Library]] | ||
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*[[How-to-sort-fields-on-a-search-in-ascending-descending-order|How to sort fields on a search in ascending and descending order]] | *[[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]] | *[[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]]--> | ||
− | ==Settings== | + | ==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]] | *[[Customising-the-logo|Customise Subscribe-HR with your Company Logo]] | ||
*[[Localisation-settings|Localisation Settings and My Profile]] | *[[Localisation-settings|Localisation Settings and My Profile]] | ||
*[[Changing-your-password|Changing your Password]] | *[[Changing-your-password|Changing your Password]] | ||
− | ==The Import Tool== | + | ==The Import Tool - Excel Plugin== |
*[[Importing_data_into_an_object|Importing Data into a Single Object]] | *[[Importing_data_into_an_object|Importing Data into a Single Object]] | ||
*[[Mass_import_of_data_spanning_multiple_objects|Importing Data into Multiple Objects]] | *[[Mass_import_of_data_spanning_multiple_objects|Importing Data into Multiple Objects]] | ||
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− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
==Troubleshooting and Problem Resolution== | ==Troubleshooting and Problem Resolution== | ||
*[[Contacting-subscribe-HR|Contacting Subscribe-HR]] | *[[Contacting-subscribe-HR|Contacting Subscribe-HR]] | ||
− | |||
− | |||
− | [[File:subscribehr_logo.gif]] | + | <br><br>[[File:subscribehr_logo.gif]] |
Latest revision as of 00:07, 26 July 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.
Contents
- 1 Getting Started
- 2 List All
- 2.1 General Core Human Resources
- 2.2 Announcements and Acknowledgements (Team Dashboards)
- 2.3 Benefits
- 2.4 Budget
- 2.5 Company Policies
- 2.6 Courses (Training Catalogue in Team Dashboards)
- 2.7 Course Events (Training Events in Team Dashboards)
- 2.8 Course Providers
- 2.9 Employee
- 2.10 Entitlements
- 2.11 Jobs
- 2.12 Property
- 2.13 Risks
- 2.14 KPI
- 2.15 Superannuation Funds
- 2.16 Payroll Categories
- 2.17 MYOB
- 2.18 Xero
- 2.19 NetSuite
- 2.20 Bulk Assigning
- 2.21 Users and Security
- 2.22 Correspondence
- 3 Workflows
- 4 Create PDF's and Printing
- 5 Tools
- 6 Reports
- 7 My Tasks & Reminders
- 8 System Settings
- 9 The Import Tool - Excel Plugin
- 10 Troubleshooting and Problem Resolution
Getting Started
- Deleting Existing Data
- Adding Data to the Code Library
- Setting up Locations
- Setting up Cost Centres
- Setting up Skills
- Setting up Benefits
- Setting up Company Property
- Setting Up Jobs
- Global Leave Settings
- Creating a new employee using The New Employee Wizard
- Setting up Company Policies
- Setting up KPI's
- Setting up Superannuation Funds
- Setting up Payroll Categories
- Customising Subscribe-HR with your Company Logo
- Record History
List All
General Core Human Resources
- Adding Data to the Code Library
- Setting up Locations
- Setting up Cost Centres
- Setting up Entitlements and Accruals
- Creating Leave Transactions for an Employee
- Setting up Departments
- Setting up Divisions
- Setting up Business Areas
- Setting up Skills
- Setting up CPD (Continuing Professional Development)
- Adding a Job Descriptions
- The Inbox and Your Mail
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
- Absence
- Address
- Background Checks
- Bank Details
- Benefits
- Bonus
- Canvas and Documents
- Certificates and Licences
- Contact History
- Contract
- Dependents
- Discipline
- Disclosure
- Education & Qualifications
- Entitlements
- Employee File
- Expense Claim
- Flexible Working
- Grievance
- Incidents
- Job Billing
- Jobs
- Leave Balances
- Employee Medical
- Next of Kin
- Path
- Property
- Salary
- Shares
- Skills
- Superannuation
- Talent Cube History
- Timesheets
- Training Records
- Work History
- Working Hours
Entitlements
Jobs
- Setting Up Jobs
- Job Benefits
- Job Description
- Assigning Company Property to a Job
- Job Skills
- Training
Property
Risks
KPI
Superannuation Funds
Payroll Categories
MYOB
Xero
NetSuite
Bulk Assigning
- Bulk Assigning of Jobs to Employees
- Bulk Assigning of Manager
- Bulk Assigning of Salary
- Bulk Assigning of Working Hours
Users and Security
Correspondence
Workflows
- Creating a Leave Request Workflow
- Creating Request Type Workflows
- Tracking Workflows
- Digital Signature
Create PDF's and Printing
Tools
- The New Employee Wizard
- Orgchart
- Leave Planner
- Resume Search Tool
- Workforce Manager
- Working Hours
- Remuneration Modelling Tool
- Activity Manager
Reports
My Tasks & Reminders
System Settings
- Details
- HR (including Sections General, Dashboard, Timesheets, Rostering, Expenses & Leave Accruals)
- Recruitment
- Integration
- Self-Service
- Billing
- Compliance
- Onboarding
- Apps
- Customise Subscribe-HR with your Company Logo
- Localisation Settings and My Profile
- Changing your Password