Human Resources
Performance Management Settings
Company Settings > Human Resources > Performance Management > Performance Management Settings This image shows a section called “Performance Management Settings” with several configurable options to customize the employee evaluation process. Below, I ...
Utility to attach templates in bulk
Company Settings > Human Resources > Performance Management > Bulk Attach Templates Utility Bulk Template Attachments Utility Process: Enter the name of the process associated with the attachment template. Organizational Units: TEST PLAN CT99 BRANCH ...
Talent pool
Company Settings > Human Resources > Performance Management > Talent Pool Pools de Talentos da Empresa Detalhes Título: Insira o título do pool de talentos que identificará o grupo. Status: Selecione o status atual do pool (por exemplo, "ativo", ...
Succession Planning Setup
Company Settings > Human Resources > Performance Management > Succession Planning Settings Succession Planning Setup Details The system has identified that you have not yet configured options for the succession planning questions. If you would like ...
Employee KPA Definitions
Company Settings > Human Resources > Performance Management > Employee KPA Definitions Employee KPA Definitions Details Section Name: Enter the name of the section that describes the performance area. Section Description: Provide a detailed ...
KPI Assessment Framework
Company Settings > Human Resources > Performance Management > KPI Scorecard KPI Scorecard Detalhes Processo: Insira o nome do processo que está sendo avaliado. Unidade Organizacional: Selecione a unidade organizacional à qual este scorecard se ...
Target KPIs
Company Settings > Human Resources > Performance Management > Target KPI Key Performance Indicators (KPIs) Details Process: Enter the name of the process related to this KPI. Indicator: Select an indicator from the available list that is related to ...
KPI Configuration
Company Settings > Human Resources > Performance Management > KPI Settings Key Performance Indicators (KPIs) Details KPI Description: Enter a clear and concise description of the KPI, explaining what it measures and its importance. KPI Code: Set a ...
Definition of the Evaluation Model
Company Settings > Human Resources > Performance Management > Model Definition Details Title: Enter the title of the template that will identify the evaluation. Description: Provide a detailed description of the template, explaining its purpose and ...
Scale Options
Company Settings > Human Resources > Performance Management > Schedule Options Main Fields Process Type: Type of evaluation process. You must select an existing process type in the system. Title: Title of the process, which identifies the evaluation. ...
Organization and Position Settings
Company Settings > Human Resources > Organizational Structure > Organization and Position Settings Position Settings: Enable users to select position last filled date on the position screen: Allows users to select the last date the position was ...
Bulk Reporting Changes
The Bulk Reporting To Change feature is a powerful tool for managing organizational hierarchy in an efficient and organized manner. It allows managers to make bulk changes to the reporting structure, ensuring that all employees are aware of their new ...
Employee Welcome/Termination Notifications
Managing onboarding and termination notifications in a structured manner is essential to ensure that all processes related to hiring and termination of contracts are carried out efficiently and in compliance with company policies. This hierarchical ...
Management of Positions in the Company
This position management structure is essential for effective human resources organization and management. It allows companies to maintain a clear record of existing positions, the skills and qualifications required, and the ability to manage and ...
Grade/Category/Class
This grid structure is essential for managing employee performance and compensation, allowing the company to evaluate performance in a fair and transparent manner. Audit functionality and the ability to manage additional values provide flexibility ...
Hierarchical Units of the Company
This organization is essential for efficient management and to ensure that each unit can be monitored and managed appropriately in relation to its functions and responsibilities. Company Configuration > Human Resources > Organizational Structure > ...
Organization Hierarchy Levels
This hierarchy allows a company to organize its operations efficiently, facilitating the management of its branches and tax obligations. The structure also helps in the implementation of information systems, such as payroll, allowing information to ...
Human Resources: Vacation Configuration
Some general settings about initializing vacation setup in the system Company Configuration > Human Resources > Leave/Vacation Administration > Vacation Setup Fields and Options: Notify email recipients on advanced leave approvals Notify email ...
Leave Package Mapping / Vacation
The Company Leave Bucket Mapping screen appears to be used to map leave schemes between two different leave schemes, as part of a data migration or a change in company policies. Let me explain the main fields and their purpose: Company Configuration ...
How do I create termination notifications?
Termination notifications allow customers to create termination notifications for a specific organizational unit, which will result in receiving system-generated notifications when an employee leaves the company. Once created, system-generated emails ...
Why is the position not available on the Employee Position screen when it was added at the company level?
A position created in the Position Management screen will not be reflected in an employee's Position screen if its effective date is later than the employee's position effective date, it must be set before the Employee Effective Date. To avoid this, ...
Configuration | Creating organizational hierarchical levels
Overview The first step in creating an Advanced Organizational Structure is to define the number of levels present in the organization's hierarchy. The levels are created and defined in the Organization Hierarchy Levels screen. Edition This feature ...
Configuration | Creating hierarchical organizational units
Overview Once the Organization Hierarchy Levels are defined, you can proceed with creating the Organization Hierarchy Units. An Organization Hierarchy Unit is a logical grouping within the company that will represent the hierarchical structure once ...
How do I create an organizational unit?
Once the levels are defined, proceed to create the organizational units. An organizational unit refers to the logical grouping within the company that represents the layered view once all the units have been created. Organizational units are created ...
Workforce Planning | Where can I create budget periods?
Budget periods need to be defined by specifying the start and end dates of a typical fiscal year or budget period. Forecasts will eventually be archived in these budget periods, which allows you to run reports to compare the budgeted forecast cost ...
Where can I set up a company-wide training course?
All training courses must be created at the company level before they can be assigned at the employee level. Navigation Path: Human Resources > Training > Courses
How do I create an organization level?
The first step to setting up an organization's hierarchy is to define the required number of levels (e.g., Company, Department, and Cost Center) on the Organization Hierarchy Levels screen. Navigation Path: Configuration > Human Resources > ...
What is the function of the "report directly to position" setting when setting up positions?
Hierarchy lines can be assigned in terms of the defined position. This can be overridden in the Employee Position screen. Navigate > Setup > Human Resources > Organizational Structure > Position Management Step 1: Select the position to which the ...
How do I assign qualifications on an employee record?
Qualifications earned by employees must be added to the Qualifications screen before they can be linked to the employee record. They can be defined on an employee record in the Qualifications screen. However, you must create qualifications at the ...
How do I create integration notifications?
Onboarding notifications allow customers to create onboarding notifications for a specific organizational unit, which will result in receiving system-generated notifications when an employee joins the company. Once created, system-generated emails ...
How do I enter a manual job number?
Use the following steps to set up manual job numbers. Step 1: Enable the "Enable ability to enter manual job number" checkbox in the Job Management section of the Workforce Planning Settings screen. Navigate > Setup > Human Resources > Workforce ...
How can I change the organizational unit linked to a job?
Uma unidade organizacional anexada a um cargo existente pode ser alterada na tela Gerenciamento de trabalhos, desde que esteja vaga. Navegue > Configuração > Recursos Humanos > Planejamento da Força de Trabalho > Gerenciamento de Tarefas > Detalhes
How do I add a direct report to the position on the Position Management screen?
When setting up positions at the company level, the system allows a reporting relationship to be established. For example, if Position B reports to Position A, an employee linked to Position B will automatically be assigned as a subordinate to the ...
How do I make an organizational unit inactive?
To deactivate an organizational unit, select to edit the affected organizational unit and enter an inactive date in the "inactive from date:" field. Navigate > Setup > Human Resources > Organization Structure > Organization Hierarchy Units
How to set a prefix when job numbers are generated automatically?
Specify the prefix in the "Prefix for automatically generated job numbers" field on the Workforce Planning Settings screen. Navigate > Setup > Human Resources > Workforce Planning Configuration > Workforce Planning Settings > Job Management
Why does a vacant job have a name and employee number attached to it?
This behavior 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 name and number of the employee who previously filled it. Only jobs that have never been ...
How do I make the Region field a required field on the Job Management screen?
Enable the "Region" checkbox in the Job Administration Required Field Functions category on the Workforce Planning Settings screen to make the Region field required on the Employee Task Administration screen. Navigate > Setup > Human Resources > ...
What is the purpose of the Mass Report Modifications screen?
The Mass Reporting Changes screen allows users to move a group of subordinates from one person (i.e. manager) directly to another when the original manager is terminated. Navigate > Setup > Human Resources > Organization Structure > Mass Reporting ...
How do I activate the Advanced Organization Structure module?
The Advanced Organizational Structure module provides company and business partner level users with the following company screens: Organization Hierarchy Levels and Units, Pay Points, Regions, Notes, and Position Management. This module can be ...
How do I change the upload code for an organizational unit?
The upload code of an organizational unit will be used for the bulk actions functionality when uploading information into an MS Excel template. Navigate > Setup > Human Resources > Organizational Structure > Organization Hierarchical Units Select the ...
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