Human Resources
How do I link a note to a position?
Linking notes to positions is a company-level setting. Once the setting is set up and an employee is linked to that position, they will automatically be linked to the associated note on the Position screen. Step 1: Create a note. Navigate > Setup > ...
How do I make the Region field a required field on an employee's Position screen?
Enable the "Region" checkbox in the Mandatory Employee Position Field Options category on the Organization and Position Settings screen to make the Region field mandatory on the Employee Position screen. Navigate > Setup > Human Resources > ...
Model Definition
Company Setup > Human Resources > Performance Management> Model Definition Details Title: Insert the title of the template that will identify the review. Description: Provide a detailed description of the template, explaining its purpose and use. ...
Scaling Options
Company Setup > Human Resources > Performance Management> Scaling Options Main Fields Process Type: Type of evaluation process. You must select a process type that exists in the system. Title: Title of the process, which identifies the evaluation. ...
Evaluation Processes
Company Setup > Human Resources > Performance Management> Evaluation Processes This excerpt belongs to an interface for configuring performance evaluation processes, allowing you to define and manage specific criteria and options for each process. ...
Scale Definitions
Company Setup > Human Resources > Performance Management> Scale Definitions This text is an authorization to charge the Performance Management module in a system, offered by PaySpace. Below are the main points: Comprehension Confirmation: The user ...
Types of Evaluation Process
Company Setup > Human Resources > Performance Management> Types of Appraisal Process Process Type: Area to view or organize different types of processes. Create a new item: Option to create a new process type. Drag a column to this area to group by ...
Organization Settings and Positions
Company Setup > Human Resources > Organizational Structure > Organization Settings and Positions Position Settings: Enable users to select position last filled date on the position screen: Allows users to select the last date the position was filled ...
Bulk Reporting Changes
The Bulk Reporting To Change functionality is a powerful tool for managing the 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 ...
Welcome Notifications / Employee Termination
Managing onboarding and offboarding notifications in a structured manner is essential to ensure that all processes related to hiring and terminating contracts are carried out efficiently and in compliance with company policies. This hierarchical ...
Management of Positions in the Company
This position management structure is critical to the effective organization and administration of human resources. It allows companies to keep a clear record of existing positions, the skills and qualifications required, and the ability to manage ...
Grade/Category/Class
This grid structure is essential for managing employee performance and compensation, allowing the company to evaluate performance fairly and transparently. Audit functionality and the ability to manage additional amounts provide flexibility and ...
Company Hierarchical Units
This organization is essential for efficient administration and to ensure that each unit can be properly monitored and managed in relation to its roles and responsibilities. Company Setup > Human Resources > Organizational Structure > Company ...
Organization Hierarchy Levels
This hierarchy allows a company to organize its operations efficiently, making it easier to manage its branches and tax obligations. The structure also helps in the implementation of information systems, such as payroll, allowing information to be ...
Human Resources: Vacation Setup
Some general settings about launching vacation setup in the Company Setup > Human Resources > Leave/Vacation Administration > Vacation Setup system Fields and Options: Notify email recipients on advanced leave approvals Notify email recipients of ...
Holidays
Screen used to set up state/county/federal holidays Company Setup > Human Resources > Leave/Vacation > Holiday Administration 1. Public Holiday Date: Column that displays the dates of public holidays. The calendar icon suggests that you can filter or ...
Mapping of the Leave / Vacation Package
The Company Leave Bucket Mapping screen appears to be used to map license schemas between two different license schemas, as part of a data migration or a change in company policies. I will explain the main fields and their purpose: Company Setup > ...
Vacation/Leave Plan Setup
Here the type of leave and vacation plan that will be used by the system will be configured. Company Setup > Human Resources > Leave/Vacation Administration > Leave/Vacation Plan Setup 1. Name: Description: Name of the leave scheme (or type of leave) ...
Leave / Vacation Plan Parameters
The Leave/Vacation Plan Parameters are important for configuring how vacation and other types of leaves will be managed in a company's system. These parameters define the rules and policies that govern the accrual, granting, and payment of vacation. ...
How do I delete an organisation unit that is linked to employees?
Organisation units (i.e. departments and cost centres) cannot be deleted once it is linked to an employee. However, it is possible to make a department or cost centre inactive, preventing any future employee from being linked to it. Navigate > ...
How do I create termination notifications?
Termination notifications allow customers to create termination notifications for a specific organisation unit, which will result in recipients receiving notifications generated by the system when an employee leaves a company. Once created, ...
Why is the position not available on the employee's Position screen when it was added on company level?
A position created on the Posistion Management screen will not reflect on an employee's Position screen if its effective date is after the employee's position effective date, should be setup prior to the Employee's Effective Date. To avoid this, it ...
Config | 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 ...
Config | Creating Organisation Hierarchy Units
Overview Once the Organisation Hierarchy Levels have been defined, you can proceed to create the Organisation Hierarchy Units. An Organisation Hierarchy Unit is defined as a logical grouping within the company that will represent the hierarchical ...
How do I create an organisation unit?
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 have been created. The organisation units are ...
Workforce Planning | Where do I create Budget Periods?
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 enables you to extract reports to compare the budgeted ...
Can a single position code be assigned to multiple positions on company level?
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 bypass this behaviour, the position code can be ...
Where do I set up a training course on company level?
All training courses need to be created on company level before they can be captured on employee level. Navigate > Configuration > Human Resources > Upskilling > Training Courses
How do I create an organisation level?
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. Navigate > Configuration > Human Resources > ...
How do I activate the Workforce Planning module?
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 impact of internal position changes on the financial budget, ...
What is the function of the "directly reports to position" setting when configuring positions?
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 > Position Management Step 1: Select the Position to ...
How do I assign qualifications on an employee record?
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 Qualifications screen. However, qualifications need to be created ...
How do I create onboarding notifications?
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 employee starts at the company. Once created, ...
How do I insert a manual job number?
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 Planning Settings screen. Navigate > Configuration > Human ...
How can I change the organisation unit linked to a job?
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 > Job Management > Details
How do I add a directly reports to position on the Position Management screen?
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 will automatically be designated as a subordinate of ...
How to make an organisation unit inactive?
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 > Organisation Structure > Organisation Hierarchy Units
How do I configure a prefix when job numbers are automatically generated?
Specify the prefix in the "Prefix for job numbers automatically generated" field on the Workforce Planning Settings screen. Navigate > Configuration > Human Resources > Workforce Planning Setup > Workforce Planning Settings > Job Management
Why does a vacant job have a name and employee number linked to it?
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 the employee who filled it before. Only vacancies that have ...
How do I make the Region field a mandatory field on the Job Management screen?
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 Management screen. Navigate > Configuration > Human Resources > ...
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