Human Resources
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 link a grade to a position?
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 screen. Step 1: Create a grade. Navigate > Configuration ...
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 > ...
What is the function of the Bulk Reporting Changes screen?
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 > Configuration > Human Resources > Organisation Structure ...
How do I activate the Advanced Organisation Structure module?
The Advanced Organisation Structure module gives company and business partner level users to the following company screens: Organisation Hierarchy Levels & Units, Pay Points, Regions, Grades, and Position Management. This module can be activated on ...
How do I change a organisation unit's upload code?
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 > Organisation Hierarchy Units Select the relevant ...
How do I create a position on company level?
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 > Position Management Select the "click here to add ...
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 ...
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, ...
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 > ...
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 ...
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 ...
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 ...