Core-HR Solution

From Subscribe-HR Wiki Help
Jump to: navigation, search
(→‎Employee)
 
(143 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]]
−
#[[Setting-global-leave-settings|Global Leave Settings]]
+
#[[Employee-leave-wizard|Global Leave Settings]]
−
#[[Creating-leave-profiles|Creating Leave Profiles]]
+
 
#[[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-superannuation-funds|Setting up Superannuation Funds]]
 +
#[[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|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 37: 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]]
−
*[[Entering-timesheets-using-workforce-manager|Entering Timesheet Information into Workforce Manager]]
+
*[[The-inbox|The Inbox and Your Mail]]
−
*[[Entering-an-absence-using-workforce-manager|Entering Absence using the Workforce Manager]]
+
 
−
*[[Using-the-built-in-help|Using the Built In Help]]
+
===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]]
Line 47: Line 86:
 
**[[Employee-other|Other]]
 
**[[Employee-other|Other]]
 
**[[Employee-fair-work-statement|Fair Work Statement]]
 
**[[Employee-fair-work-statement|Fair Work Statement]]
−
*[[Employee-benefits|Benefits]]
+
*[[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-property|Employee Property]]
 
−
*[[Certificates-and-licences|Certificates and Licences]]
 
−
*[[Employee-jobs|Jobs]]
 
−
*[[Employee-absence|Absence]]
 
−
*[[Employee-incidents|Incidents]]
 
−
*[[Employee-skills|Skills]]
 
 
*[[Employee-next-of-kin|Next of Kin]]
 
*[[Employee-next-of-kin|Next of Kin]]
−
*[[Employee-shares|Shares]]
+
*[[Employee-Path|Path]]
−
*[[Employee-disclosure|Disclosure]]
+
              <!--*[[Employee-performance|Performance (Basic Form)]]-->
−
*[[Employee-discipline|Discipline]]
+
              <!--*[[Employee-performance-reviews|Performance Reviews]]-->
−
*[[Employee-bank-details|Bank Details]]
+
*[[Employee-property|Property]]
−
*[[Employee-grievance|Grievance]]
+
 
*[[Employee-salary|Salary]]
 
*[[Employee-salary|Salary]]
−
*[[Employee-contract|Contract]]
+
*[[Employee-shares|Shares]]
−
*[[Employee-work-history|Work History]]
+
*[[Employee-skills|Skills]]
−
*[[Employee-address|Address]]
+
 
*[[Employee-superannuation|Superannuation]]
 
*[[Employee-superannuation|Superannuation]]
−
*[[Employee-education-qualifications|Education and Qualifications]]
+
*[[Employee-talent-pool-history|Talent Cube History]]
−
*[[Employee-performance|Performance]]
+
*[[Employee-timesheets|Timesheets]]
 
*[[Employee-training-records|Training Records]]
 
*[[Employee-training-records|Training Records]]
−
*[[Employee-dependents|Dependents]]
+
*[[Employee-work-history|Work History]]
−
*[[Employee-expenses|Expenses]]
+
−
*[[Employee-flexible-working|Flexible Working]]
+
 
*[[Employee-working-hours|Working Hours]]
 
*[[Employee-working-hours|Working Hours]]
−
*[[Employee-leave-balances|Leave Balances]]
+
 
−
*[[Employee-leave-transactions|Leave Transactions]]
+
===Entitlements===
−
*[[Employee-leave-profiles|Leave Profiles]]
+
*[[Creating-Leave-Entitlement|Creating Leave Entitlements]]
  
 
===Jobs===
 
===Jobs===
Line 83: Line 118:
 
*[[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===
Line 103: Line 133:
 
===Superannuation Funds===
 
===Superannuation Funds===
 
*[[Setting-up-superannuation-funds|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===
Line 122: Line 164:
 
==Workflows==
 
==Workflows==
 
*[[Creating-a-leave-request-workflow|Creating a Leave Request Workflow]]
 
*[[Creating-a-leave-request-workflow|Creating a Leave Request Workflow]]
−
*[[Creating-workflows|Creating Workflows]]
+
*[[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==
 
==Tools==
Line 128: Line 175:
 
*[[Using-organisational-chart-in-minutes|Orgchart]]
 
*[[Using-organisational-chart-in-minutes|Orgchart]]
 
*[[Leave-planner|Leave Planner]]
 
*[[Leave-planner|Leave Planner]]
−
*[[Searching-for-employee-skills-and-qualifications|Searching for Employee Skills and Qualifications]]
 
 
*[[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|Remuneration Modelling Tool]]
 +
*[[Activity-Manager|Activity Manager]]
  
 
==Reports==
 
==Reports==
Line 139: Line 187:
  
 
==My Tasks & Reminders==
 
==My Tasks & Reminders==
−
*[[My-tasks-and-reminders-on-the-dashboard|Tasks and Reminders Explained]]
+
*[[The-inbox|The Inbox and Your Mail]]
−
*[[Creating-new-tasks-and-reminders|Creating Tasks and Reminders]]
+
<!--*[[My-tasks-and-reminders-on-the-dashboard|Tasks and Reminders Explained]]
−
*[[Delegating-tasks-and-reminders|Delegating Tasks and Reminders]]
+
<!--*[[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]]
 
*[[Create-new-values-in-the-code-library|Create New Values in the Code Library]]
 
*[[Exit-an-employee|Exit an Employee]]
 
*[[Exit-an-employee|Exit an Employee]]
 
*[[Customising-the-logo|Customise Subscribe-HR with your Company Logo]]
 
*[[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]]-->
  
−
==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]]
 +
*[[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 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.

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=12051"