Difference between revisions of "ERPHumanResources"
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+ | =Employees on-boarding and job terminations= | ||
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+ | In the Human Resources module you can search for employees and add a new one, if necessary. | ||
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+ | ==You want to review/edit employees’ data? Use „Search employees“== |
Revision as of 14:41, 4 December 2017
Introduction to Human Resources
This module manages all relevant information about the organization’s internal structure, departments, job role definitions, and of course about employees, including their personal data, role, work history, contracts, compensation, contact data, skills and competencies like e.g. spoken languages, professional certificates and licenses. It manages the daily attendance of employees at work, by category (e.g. Full-time, Half-Time, Business Trip, Leave, Home-Office, etc.), and enables the allocation and workflow of approval for various types of leave (e.g. Vacation, Unpaid Leave, Sick Leave, etc.). All employees can access their self-service area, where they can see allocated, used and remaining leave days, and make requests. Managers approve or reject requests for leave, and have full transparency into the availability and all relevant personnel data of their subordinates.
How to enter a daily presence / hours worked for employees
The Employee Presence is being managed centrally for all persons by the responsible administrative person. To manage employee’s presence, the responsible person needs to click on the ‘Human resources’ from the main-menu (left side) and then select ‘Daily presence’ option. Upon executing “Human resources” --> ”Daily presence”, the system will show a screen “View of daily presence”:
On left side is the calendar (Section A) that is used to select date. On the right side is the list of employees with their presence. To select employee’s daily presence, person needs to click on one of the check.jpg buttons to select/to enter the employee presence type. The button then becomes "checked" check2.jpg If needed, button ‘Copy from previous workday’ (Section B) can copy data for all employees from the previous day. Afterwards, user can further change/update data for employees whose status is not the one copied but different (e.g. returned from vacation, on a business trip etc.) The legend (Section C) explains the abbreviations of presence statuses. ‘Delete’ button is used to delete presence (Section D).
How to view and manage employee leaves/absences
Execute “Human resources” --> "Leaves”. Then, on the“ Leaves“ console , select an organization unit and an employee in order to view the awarded day, leave requests (in all statuses: preconfirmed, confirmed, rejected, etc.) You can select only the organization unit to view leave requests of every employee in a specific department. Press the pointer next to 'Other' to view extra days for Marriage, Child birth, Moving, Blood donation, Death or illness of close family member, Parental and Sick leave. To check the details of particular leave request, press the magnifier in the Actions section.
You need a day-off? Make a leave request
Execute “Human resources” --> “Leaves”. Then, in order to submit a new leave request, press the check mark either by the number of awarded days, or select one the leave reasons from the dropdown list (Marked on the image above). Under such “New leave request” employee fills a form requesting vacation or some other type of days off. System automatically checks for a number of remaining days and calculates how many days are already in process (previous requests that are pending but not yet approved or rejected). Employee chooses start and end date and system calculates how many days are chosen without public holidays. There is no possibility to choose more days than remained. When choosing other types of days off employee needs to write some description as the reason. Press the 'Save' button to request the leave.
How to approve or confirm Leave Requests
Under Leave section managers see vacation requests that they are in charge off and which were submitted by employees. Managers and Admins can see all leaves: requested, confirmed and rejected.
Manager can choose from 2 options:
- Pre-confirm - leave days entered by employee is confirmed by Manager
- Reject – leave request is not confirmed
Final confirmation is done by HR administrator:
- Confirm – leave days entered by employee is confirmed
How to allocate leave days for your employees
Execute "Human Resources" --> “Leave days allocation". Then in a opened “Leave days allocation" table, you can set for each employee a total vacation days for a current year. There is a possibility to add or subtract calculated number of days giving some description as a reason for such change.
Employees on-boarding and job terminations
In the Human Resources module you can search for employees and add a new one, if necessary.