HR-Payroll/Staff

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Contents 1 Configuring the Human Resources Application 2 Entering Employee Information 2.1 Adding or Editing an Employee Record 2.2 Changing an Employee Record 3 Departments

Configuring the Human Resources Application

Main article: HR-Payroll/HR-Config

The HR and PR modules are interlinked, along with the Calendar and TimeClock.

The HR application should be configured before proceeding with other steps.

1. Set up the HR Site Configuration
2. Configure the Timeclock
3. Create Paystub Entry Types
4. Create Pay Schedules
5. Create Work Shifts
6. Enter HR Departments
7. Enter Department Managers in HR Staff
8. Assign Dept Managers in HR Departments
9. Enter Supervisors in HR Staff

Once the above steps have been completed, employee information can be added. Of course, once the system is set up, new hires can be added or employee information edited at any time.

1. Enter other employees in descending levels.
2. Once existing staff data has been entered, new hires

Entering Employee Information

It is necessary to add staff in steps.

• Add department managers first - this is required to complete setting up the departments so that they will default correctly (right manager for the right department)
• Add lower level management - team leaders, section heads, project supervisors - next so that the "reports to" field for each employee can be completed. It is presumed that mid-management report to upper management.
• Add existing bottom-level employees last
• Add new hires as they come in.

Employee data is entered through Human Resources > Staff

The Staff icon in the Human Resources application.

This icon opens the staff list. The image below shows five of 17 employees but when you first start out, the list is empty.

The employee list can be searched, sorted, and filtered. For details, see Using the Search Bar.

Note: The search field in HR will search all fields, so results may occasionally include unexpected items.

Adding or Editing an Employee Record

The processes of creating a record for a new employee are quite similar, using the same page and fields.

Main article: HR-Payroll/Staff/Add

Main article: HR-Payroll/Staff/Edit

Changing an Employee Record

Raises, reprimands, commendations, termination, rehires, leaves of absence can all be handled on the staff record.

Changes to employment such as assignment to a new position or department, termination, rehiring, LOA are done on the Details Tab. Changes to wages or salary will be done on the Pay tab. Courses taken, commendations, or reprimands can be recorded on the Skills tab. Resources (tools, office assignment, equipment) are logged on the Resources tab.

Any changes are recorded on the History tab.

Departments

• Add
• Edit
• Assign manager
• Closing a department?

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