On Boarding
How do I attach documents to an employee record?
Documents can be attached to an employee record on the Attachments screen. Attachment classifications can be created at the company level to categorize attachments added to an employee's record. Step 1: Create attachment classifications at the ...
Can a custom field be created on the Application Log Out screen?
Yes. Custom fields can be created on the Sign Out screen of the application. Navigate to > Settings > Basic Settings > Custom Screens and Fields > Custom Fields
How do I upload a photo to an employee's profile?
An employee's photo can be uploaded to the Personal tab on the Basic Profile screen. Navigate > Employee > Basic Information > Basic Profile > Personal Photo > Employee
How do I link an employee to a region/establishment?
Regions must first be created at the company level before they can be linked to an employee. Step 1: Create regions at the company level. Step 2: Link the employee to the region on the employee position screen. Navigate > Employee > Basic Info > ...
How do I link an employee to a project?
An employee can be linked to a project from the Project Details screen in the Costing section of the employee profile. Select the "+ Project" button and enter the relevant details of the project to which the employee should be linked.
How can I view a summary of an employee's details?
Click on an employee's name in the location menu in the top left corner to see a summary of the employee's details. Location Menu > Employees
What format should be used when capturing an address at the employee level?
In Brazil, addresses should be captured using Street Name / Address Line 1 and Neighborhood / Address Line 2, as the Full Payment Submission (FPS) requires addresses to be divided into at least two elements. The postal code format in Brazil has a ...
Employment Record Details
There are several fields to complete on the Basic Profile screen of an employee, including statutory or custom fields. The mandatory fields marked with an asterisk on the Employee Details tab need to be filled in before completing Employment Record ...
When should an employee be reinstated resuming the record?
An employee may only be reinstated resuming the record in the United Kingdom if the employee has not worked for another employer within the period of termination. If the employee has been employed with another employer after termination, a new ...
On / Off Boarding | Creating a Mock Payslip
Overview The mock payslip enables you to calculate an employee’s net salary without having to do a manual calculation or add the employee to the payroll. All the parameters that can affect the tax calculation has been included on the Create A Mock ...