- Create an Employee record using one of the two following options:
- Convert a Candidate record:
- Go to the Candidate record in HR > Hire
- Click the Candidate Extended Menu > Convert to Employee. An Employee record is automatically created using the Candidate information
- Create a new Employee record:
- Go to HR > Employee, then click the Add icon
- Enter the employee details including as personal contact information
- Convert a Candidate record:
- With the Employee record in edit mode, add information in the following fields:
- Start Date – The start start for the beginning of employment
- Reports To – The Supervisor who will approve the Employee’s time off and will post their time records
- Expense Approver – The person who will approve the Employee’s expenses
- Note: Leave the User ID and Contact fields blank. This is populated in a separate procedure
- Click the Save icon
- Once the Employee record is created, you may return to complete the setup and continuously add attributes pertaining to the Employee’s growth and Human Resource record, such as:
- Wage Type and Burden | in conjunction with Accounting department, define the cost of the Employee before any Time Bill records are linked to their UserID
- Training | capture courses and / or skills expiry dates
- Benefits | define benefits / deductions applicable
- Articles | track employer items in Employee’s possession to facilitate retrieval or inactivation in future
- Reviews | capture performance or feedback review dates, scores and delivery
- Employee Activities | capture any activity related to the Employee