Core-HR Solution

Revision as of 23:41, 15 October 2020 (view source) Wikihelp (Talk | contribs) ← Older edit		Latest revision as of 00:07, 26 July 2024 (view source) Wikihelp (Talk | contribs) (→‎Employee)
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	*[[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===		===Benefits===
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	*[[Setting-up-company-policies|Setting up Company Policies]]		*[[Setting-up-company-policies|Setting up Company Policies]]
−	===Courses===	+	===Courses (Training Catalogue in Team Dashboards)===
	*[[Setting-up-Courses|Setting up Courses]]		*[[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===		===Course Providers===
Line 61:		Line 68:
	*[[Employee-absence|Absence]]		*[[Employee-absence|Absence]]
	*[[Employee-address|Address]]		*[[Employee-address|Address]]
		+	*[[Employee-background-checks|Background Checks]]
	*[[Employee-bank-details|Bank Details]]		*[[Employee-bank-details|Bank Details]]
	*[[Employee-benefits|Benefits]]		*[[Employee-benefits|Benefits]]
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	*[[Employee-discipline|Discipline]]		*[[Employee-discipline|Discipline]]
	*[[Employee-disclosure|Disclosure]]		*[[Employee-disclosure|Disclosure]]
−	*[[Employee-education-qualifications|Education and Qualifications]]	+	*[[Employee-education-qualifications|Education & Qualifications]]
	*[[Employee-Entitlements|Entitlements]]		*[[Employee-Entitlements|Entitlements]]
	*[[Employee-file|Employee File]]		*[[Employee-file|Employee File]]
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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-expenses|Expenses]]	+	*[[Employee-expenses|Expense Claim]]
	*[[Employee-flexible-working|Flexible Working]]		*[[Employee-flexible-working|Flexible Working]]
	*[[Employee-grievance|Grievance]]		*[[Employee-grievance|Grievance]]
Line 103:		Line 111:
	===Entitlements===		===Entitlements===
	*[[Creating-Leave-Entitlement|Creating Leave 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|Job Training]]	+	*[[Job-Training|Training]]
	===Property===		===Property===
	*[[Adding-company-property|Setting up Company Property]]		*[[Adding-company-property|Setting up Company Property]]
−
−	===Training Events===
−	*[[Creating-Events|Creating Events]
	===Risks===		===Risks===

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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

• 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)

• Creating Announcements

Benefits

• Setting up Benefits

Budget

• Setting up Budgets

Company Policies

• Setting up Company Policies

Courses (Training Catalogue in Team Dashboards)

• Setting up Courses
• Course Waiting List

Course Events (Training Events in Team Dashboards)

• Creating Course Events

Course Providers

• Setting up Training 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
  • Safety
  • Leaver
  • Other
  • Fair Work Statement
• 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

• Creating Leave Entitlements

Jobs

• Setting Up Jobs
• Job Benefits
• Job Description
• Assigning Company Property to a Job
• Job Skills
• Training

Property

• Setting up Company Property

Risks

• Reporting Risks
• Adding Classifications to Risks
• Adding Results options to Risks

KPI

• Setting up KPI's

Superannuation Funds

• Superannuation Funds

Payroll Categories

• Payroll Categories

MYOB

• Setting up MYOB Payroll Codes

Xero

• Xero Fields Explained

NetSuite

• 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

• Adding Users
• Adding Groups
• Editing Security Permissions
• Dashboard Security Permissions

Correspondence

• Editing Correspondence
• Creating New Correspondence

Workflows

• Creating a Leave Request Workflow
• Creating Request Type Workflows
• Tracking Workflows
• Digital Signature

Create PDF's and Printing

• Save a Record as a PDF

Tools

• The New Employee Wizard
• Orgchart
• Leave Planner
• Resume Search Tool
• Workforce Manager
• Working Hours
• Remuneration Modelling Tool
• Activity Manager

Reports

• Creating Reports
• Modifying Reports and Filtering
• Exporting Reports

My Tasks & Reminders

• The Inbox and Your Mail

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

The Import Tool - Excel Plugin

• Importing Data into a Single Object
• Importing Data into Multiple Objects

Troubleshooting and Problem Resolution

• Contacting Subscribe-HR