HR Tab Setting

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(→‎Except for these Leave Types)
 
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__TOC__
 
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<br><br><span style="color:red">< < < UNDER CONSTRUCTION > > ></span><br><br>
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=HR Section=
  
−
=HR Settings=
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==General Section==
 +
The General Section in the <b>Settings</b> 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.
  
−
==General Section==
+
===Time Should Be Entered As Free Text===
 +
If set to <b>Yes</b>, then there will be no numerical validation done on Times entered into the system.
  
 +
===Reject Leave With Negative Leave Balances===
 +
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.
 +
 +
===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:
 +
* <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===
 +
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.
  
 
==Dashboard Section==
 
==Dashboard Section==
 +
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===
 +
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===
 +
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]]
 +
 +
<br>
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
 +
<br><br>
  
 
==Timesheets Section==
 
==Timesheets Section==
 +
<b>Timesheets</b> allows an Employee to enter the times they have worked. Timesheets are used when an Employee does not have a standard <b>Working Hours</b> Pattern.<br>
 +
<b>Timesheet Settings</b> allows you set-up your timesheet parameters:
  
 +
===Timesheet Type===
 +
This is used to define the Regularity of your Timesheet Process. <i><b>Example:</b> Weekly, Fortnightly </i>
  
−
==Rostering Section==
+
===Week Start On===
 +
Set the week start Day for your Timesheet.
  
 +
===Track Time In Lieu===
 +
Set to <b>Yes</b> 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.
 +
 +
<br>
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
 +
<br><br>
 +
 +
===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.
 +
 +
<br>
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
 +
<br><br>
  
 
==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.
 +
 +
===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. <i><b>Example:</b> 10%</i>.
 +
 +
===Tax Name===
 +
Enter the Name of this Tax. <i><b>Example:</b> GST</i>.
 +
 +
<br>
 +
<b>Mandatory fields are marked with Red Asterisk, the record will not be saved unless mandatory fields are filled in first.</b>
 +
<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 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.
  
−
==Leave Accruals Section==
+
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]].
  
 
<br><br>[[File:subscribehr_logo.gif]]
 
<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 01:01, 26 July 2022

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.



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