Basic Setting
Components | The Claim Components Settings Screen
Overview Claim components are created on the Claim Component Settings screen. Edition This feature is available on the Premier and Master editions Navigation Path Navigate > Configuration > Payroll > Payroll Config > Claim Component Settings Details ...
How do I configure a claim workflow path?
The system only allows one workflow path to be created for all claim components configured, based on workflow role, region or security role, for which all claims will follow accordingly. Step 1: Configure the Claim Component Settings screen. Related ...
How do I configure a leave workflow path?
When approving leave applications, the system offers a default workflow path from the employee to the directly reports to person on the Premier and Master Payroll Edition. Should you need to accommodate more levels of authorisation, a workflow path ...
How do I remove employee profiles stuck in workflow?
An email notification will be sent to the user if employee profiles are stuck in workflow. The incomplete workflow can be accessed, by searching for the record on the Employee Search screen. The system will prompt you to continue the workflow if you ...
How do I notify an additional person (email address) to be notified of the daily birthday summary?
The system can be configured to automatically send employees a celebratory email on their birthdays. Navigate > Configuration > Basic Settings > General Company > Employee Birthday Email Select the "send daily birthday summary" checkbox to add a ...
How do I create leave reasons?
Leave Reasons need to be created on company level prior to attaching them to employee Leave Applications. Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > Leave Reasons
How do I configure the system to send employees a birthday email?
The system can be configured to automatically send employees a celebratory email on their birthdays. Navigate > Configuration > Basic Settings > General Company > Employee Birthday Email
How do I setup pay points?
Pay Points can be created as part of the Advanced Organisation structure. To assign an employee to a Pay Point, they first need to be created on company level under the Pay Points section on the Other Drop Downs screen. Navigate > Configuration > ...
Where are company documents added?
Company Documents have to be added on the Company Documents screen before employees can be granted access to view them on ESS. Navigate > Configuration > Basic Settings > General Company > Company Documents Related FAQ How do I grant employees access ...
How do I configure employee/change request types on company level?
Employee (change) request types have to be created on company level before linking them on employee level. Navigate > Configuration > Basic Settings > Dropdown Management > Other Dropdowns > Employee Request Type Company documents that need to be ...
How do I create a workflow path with multiple approvers/steps?
A company level user can configure workflow path with multiple approvers/steps on the Workflow Configuration screen. This is an Advanced Workflow Configuration feature that will be done by specifying the number of steps required in the workflow. ...
How do I configure a workflow path for employee change requests?
Workflow paths need to be configured for each employee request on the Workflow Configuration screen. Navigate > Configuration > Basic Settings > Company Settings > Workflow Configuration Step 1: Select "Employee Request" from the "workflow item:" ...
How do I create attachment classifications?
Documents can be attached to an employee record on the Attachments screen. However, Attachment Classifications need to be created on company level before doing so. Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > ...
How do I configure a workflow path if a user is both a company level and ESS user?
Should a user have both payroll access and an ESS profile, the system will not apply the ESS security role workflow path when the employee submits inbox items, the system will apply their company level permissions. A workflow path based on the ...