Core HR Solution

Tips and tricks, troubleshooting steps and other information for the Core HR Solution from Subscribe-HR.
Subscribe-HR delivers Enterprise, e-Recruitment, e-HR and Talent Management, Cloud Software.

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 Leave Profiles
11. Creating a new employee using The New Employee Wizard
12. Setting up Company Policies
13. Setting up KPI's
14. Setting up Superannuation Funds
15. Setting up Payroll Categories
16. Customising Subscribe-HR with your Company Logo
17. Record History

List All

• List All

General Core Human Resources

• Adding Data to the Code Library
• Setting up Locations
• Setting up Cost Centres
• Managing Leave with the Employee Leave Wizard
• 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
• Entering Timesheet Information into Workforce Manager
• Entering Absence using the Workforce Manager
• Using the Built In Help
• The Inbox and Your Mail

Employee

• Employee File
  • Safety
  • Leaver
  • Other
  • Fair Work Statement
• Absence
• Address
• Bank Details
• Benefits
• Canvas History
• Certificates and Licences
• Contact History
• Contract
• Dependents
• Discipline
• Disclosure
• Education and Qualifications
• Expenses
• Flexible Working
• Grievance
• Incidents
• Job Billing
• Jobs
• Leave Balances
• Leave Profiles
• Leave Transactions
• Employee Medical
• Next of Kin
• Path
• Performance (Basic Form)
• Performance Reviews
• Employee Property
• Salary
• Shares
• Skills
• Superannuation
• Talent Pool History
• Timesheets
• Training Records
• Work History
• Working Hours

Jobs

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

Benefits

• Setting up Benefits

Property

• Setting up Company Property

Company Policies

• Setting up Company Policies

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
• Searching for Employee Skills and Qualifications
• Resume Search Tool
• Workforce Manager
• Working Hours
• Salary Modelling Tool
• Activity Manager

Reports

• Creating Reports
• Modifying Reports and Filtering
• Exporting Reports

My Tasks & Reminders

• Tasks and Reminders Explained
• Creating Tasks and Reminders
• Delegating Tasks and Reminders
• The Inbox and Your Mail

Leave Estimator

• Leave Estimator

Employee and Manager Self Service

• The Employee Dashboard Explained

System Settings

• General
• HR (including Sections General, Dashboard, Timesheets, Rostering, Expenses & Leave Accruals)
• Recruitment
• Integration
• Self-Service
• Performance
• 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