Employee Data File
From Subscribe-HR Wiki Help
(→Recording Employee Information) |
|||
| (25 intermediate revisions by the same user not shown) | |||
| Line 8: | Line 8: | ||
===Recording Employee Information=== | ===Recording Employee Information=== | ||
| − | # After logging into the Subscribe-HR | + | # After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area. |
# Select the '''Employee''' folder. | # Select the '''Employee''' folder. | ||
# Select the desired employee. | # Select the desired employee. | ||
| − | # Select the Employee sub-folder | + | # Select the '''Employee sub-folder'''. |
# Fill in the fields as defined below. | # Fill in the fields as defined below. | ||
# Select the '''Save''' button. | # Select the '''Save''' button. | ||
| Line 164: | Line 164: | ||
</table> | </table> | ||
<br><br> | <br><br> | ||
| − | === | + | |
| − | + | ===Workflow Delegation=== | |
| − | + | On the Employee object is a field called '''Employee Delegation'''. This field is not on the layout by default.<br> | |
| − | + | If the Employee has this field populated, whenever a workflow would send a reminder, request or checklist to the Employee, the nominated Employee will also receive this reminder, request or workflow. <br>The Employee who was the original recipient will have "Delegated to [Nominated Employee]" added to the subject. | |
| − | + | ||
| + | |||
[[File:subscribehr_logo.gif]] | [[File:subscribehr_logo.gif]] | ||
Latest revision as of 04:31, 1 May 2024
Contents
Employee File
The Employee File records general information about the employee such as name, date of birth, nationality, employment type, and payroll number.
Recording Employee Information
- After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
- Select the Employee folder.
- Select the desired employee.
- Select the Employee sub-folder.
- Fill in the fields as defined below.
- Select the Save button.
Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.
Employee fields explained
| Field Name | Description |
| Employee Code | Unique code that identifies the employee in the system |
| Location | Work location |
| Photo | Photo of the employee |
| Title | Title of the employee |
| First Name | Employees first name |
| Surname | Employees surname |
| Middle Name | Employees middle name |
| Initials | Employees Initials (this is automatically worked
out for you) from the First letter of the first name and first letter of the surname. |
| Known As | Nickname, Alias or other name (example: Jimbo) |
| Gender | Employee gender |
| Other Names | Other names for the employee |
| Date of Birth | Employee date of birth |
| Age | Employee's age |
| Maiden Name | employee's maiden name (if appropriate) |
| Marital Status | employees marital status |
| Appointed | date the employee was appointed a position within the organisation |
| Start Date | date the employee starts work |
| Employment Type | type of employment offered, Full Time, Part Time |
| Probation Months | employee probation period in months |
| Probation End | date the probation period ends |
| Probation Documents Sent | date the probation documents were sent |
| Tax File Number | employee tax file number |
| Phone Extension | employee's work phone extension |
| Mobile | employee mobile number |
| Email Address Home | employee's home email address |
| Email Address Work | employee's work email address |
| Employee Agreed Data | employee agreed to the data being correct |
| Employee Agreed Data Date | date the employee agreed data is correct |
| Manager Reference | who the employee's manager is |
| Manager | is this employee a manager |
| Nationality | employee's nationality |
| Payroll Number | employee's payroll number |
| Retirement Age | employee's retirement age |
| Attachments | attachments |
Workflow Delegation
On the Employee object is a field called Employee Delegation. This field is not on the layout by default.
If the Employee has this field populated, whenever a workflow would send a reminder, request or checklist to the Employee, the nominated Employee will also receive this reminder, request or workflow.
The Employee who was the original recipient will have "Delegated to [Nominated Employee]" added to the subject.
