Human Resources
Can a single position code be assigned to multiple positions on company level?
This feature is available on all PaySpace editions By system design, the Position Management screen does not allow new positions to be saved with existing position codes. Navigate > Configuration > Human Resources > Position Management In order to ...
What is the function of the Bulk Reporting Changes screen?
This feature is available on the Premier and Master edition The Bulk Reporting Changes screen allows users to move a group of subordinates from one directly reports to person (i.e. manager) to another when the original manager is terminated. Navigate ...
How do I create an organisation hierarchy unit?
This feature is available on all PaySpace editions Once the levels have been defined, proceed to create the organisation units. An organisation unit refers to the logical grouping within the company that represents the tiered view once all the units ...
How do I create an organisation level?
This feature is available on all PaySpace editions The first step of configuring a company's organisation hierarchy is to define the number of levels required (eg. Company, Department and Cost Centre) on the Organisation Hierarchy Levels screen. ...
How do I add a directly reports to position on the Position Management screen?
This feature is available on all PaySpace editions When configuring positions on company level, the system allows for a reporting-to relationship to be established. For instance, if Position B reports to Position A, an employee linked to Position B ...
How can I change the organisation unit linked to a job?
This feature is available on the Premier and Master edition An organisation unit attached to an existing job can be changed on the Job Management screen, provided that it is vacant. Navigate > Configuration > Human Resources > Workforce Planning > ...
How do I configure a prefix when job numbers are automatically generated?
This feature is available on the Premier and Master edition Specify the prefix in the "Prefix for job numbers automatically generated" field on the Workforce Planning Settings screen. Navigate > Configuration > Human Resources > Workforce Planning ...
How do I insert a manual job number?
This feature is available on the Premier and Master edition Make use of the following steps to configure manual job numbers. Step 1: Enable the "Enable ability to enter manual job number" checkbox under the Job Management section on the Workforce ...
How do I make the Region field a mandatory field on the Job Management screen?
This feature is available on the Premier and Master edition Enable the "Region" checkbox under the Job Management Required Field Options category on the Workforce Planning Settings screen to make the Region field mandatory on the employees' Job ...
How do I make the Region field a mandatory field on an employee's Position screen?
Enable the "Region" checkbox under the Employee position required field options category on the Org and Position Settings screen to make the Region field mandatory on the employees' Position screen. Navigate > Configuration > Human Resources > ...
How do I assign qualifications on an employee record?
This feature is available on the Premier and Master edition. Qualifications employees have obtained should be added on the Qualifications screen before they can be linked to the employee’s record. They can be defined on an employee record on the ...
How do I create termination notifications?
This feature is available on the Premier and Master edition Termination notifications allow customers to create termination notifications for a specific organisation unit, which will result in recipients receiving notifications generated by the ...
How do I create onboarding notifications?
This feature is available on all PaySpace editions Onboarding notifications allow customers to create onboarding notifications for a specific organisation unit, which will result in recipients receiving notifications generated by the system when an ...
What new enhancements were released as a part of the Job Management screen conversion?
This feature is available on the Premier and Master edition The Job Management screen has been converted to NextGen and includes a refreshed and modernised interface as well as the benefit of several improvements designed to optimise efficiency. ...
How do I change a organisation unit's upload code?
This feature is available on all PaySpace editions An organisation unit's upload code will be used for Bulk Actions functionality when uploading information in an MS Excel template. Navigate > Configuration> Human Resources > Organisation Structure > ...
What is the function of the "directly reports to position" setting when configuring positions?
This feature is available on all PaySpace editions. Reporting lines can be assigned in terms of the position defined. This can be overwritten on the employee's Position screen. Navigate > Configuration > Human Resources > Organisation Structure > ...
How do I create a position on company level?
This feature is available on all PaySpace editions Positions have to be created on company level on the Position Management screen before they can be assigned to an employee record. Navigate > Configuration > Human Resources > Organisation Structure ...
How do I activate the Workforce Planning module?
This feature is available on the Premier and Master edition. The Workforce Planning module enables companies to accurately plan, forecast and analyse workforce headcounts and costs in real time. This module allows an organisation to estimate the ...
Why is the position not available on the employee's Position screen when it was added on company level?
This feature is available on all PaySpace editions A position created on the Position Management screen will not reflect on an employee's Position screen if its effective date is after the employee's position effective date. To avoid this, it is ...
How do I delete an organisation unit that is linked to employees?
This feature is available on all PaySpace editions Organisation units (i.e. departments and cost centres) cannot be deleted once it is linked to an employee. Nevertheless, it is possible to make a department or cost centre inactive, preventing any ...
How do I link a grade to a position?
This feature is available on Premier and Master editions Linking grades to positions is a company level configuration. Once setup, and an employee is linked to that position, they will automatically be linked to the associated grade on their Position ...
How do I activate the Advanced Organisation Structure module?
This feature is only available on the Premier and Master payroll editions. The Advanced Organisation Structure module gives company and business partner level users to the following company screens: Organisation Hierarchy Levels & Units, Pay Points, ...
Workforce Planning | Where do I create Budget Periods?
This feature is available on the Premier and Master edition Budget Periods need to be defined by specifying the start and end dates of a typical financial year or budget period. Forecasts will eventually be archived against these Budget Periods which ...
How to make an organisation unit inactive?
This feature is available on all PaySpace editions To deactivate an organisation unit, select to edit the affected organisation unit and insert an inactive date in the "inactive from date:" field. Navigate > Configuration > Human Resources > ...
Why does a vacant job have a name and employee number linked to it?
This feature is available on the Premier and Master edition This behaviour is a system design of the Workforce Planning module. If a job was previously linked to an employee and becomes vacant, that Job will show the first name and employee number of ...
How do I add a BEE Level to a position?
This feature is available on all PaySpace editions A BEE level can be defined under the "Other" section when editing a position on the Position Management screen. Navigate > Configuration > Human Resources > Organisation Structure > Position ...
Where do I set up a training course on company level?
This feature is available on the Premier and Master edition All training courses need to be created on company level before they can be captured on employee or position level. Navigate > Configuration > Human Resources > Upskilling > Training Courses
Human Resources | Creating Organisation Hierarchy Levels
Overview The first step to create an Advanced Organisation Structure is to define the amount of levels that are present in the organisation hierarchy. The levels are created and defined on the Organisation Hierarchy Levels Screen. Edition This ...
Human Resources | Skills
Overview Defining Skills Categories allows you to group skills for reporting purposes. Adding Skills Categories will also enable you to allocate weightings to a category. Before individual skills can be created, you need to define Skills Categories. ...
Human Resources | Qualifications
Overview Adding a Qualification on Company Level Adding a Qualification on Employee Level Edition This feature is available on Premier and Master editions. Navigation Navigate > Config > Human Resources > Upskilling > Qualifications Details ...
Human Resources | Scheduling a Training Course
Overview Once a Training Course has been added, it can be scheduled from the Company Training Courses Screen to allow delegates to enrol. Edition This feature is available on Premier and Master editions. Navigation Path Navigate > Config > Human ...
Human Resources | Adding a Training Course on Company Level
Overview All training courses including upcoming, planned, attended, need to be defined on company level before they can be captured on employee or position level. Edition This feature is available on Premier and Master editions. Navigation Path ...
Human Resources | Grades
About When using the Advanced Organisation Structure, Grades becomes a compulsory requirement of a position on the Position Management screen. If necessary, you can overwrite an employee’s grade on the Employee Position Screen. Grades can be applied ...
Human Resources | Position Management
Overview The Position Management screen stores the details of all available positions in the company. Once the positions have been created, the employees are linked on the Position screen. Edition This feature is available on all PaySpace editions ...
Human Resources | Overview of an Advanced Organisation Structure
Overview The system provides for two types of organisation structures. Edition Basic Organisation Structure - This feature is available on Lite, Premier and Master. Advanced Organisation Structure - This feature is available on Premier and Master. ...