Before using this module, please ensure that:
- The letters required as well as the content and layout are known.
The steps are as follows:
Summary Steps to setup the Letter Templates
Updated on
Personnel
Introduction and Key Concepts 4
Set Up Company Structure 15
- What are Organisation Levels?
- How to enter a new Organisation Entity? (Company, Division, Department, Section names)
- How to rename an Entity?
- How to link entities together? (Valid Organisation Hierarchy)
- How to enter a new location for my company?
- How to Add a Country
- How do I setup Currencies?
- How to update my company's profile (Company Address, Contact Info, Payroll & Tax Info, Logo & Other Info)
- How to enter and link employees to a Union in the Personnel Module?
- How to enter a new Job Family (Job Group)?
- How to set up Critical Job Levels?
- How to enter a new Job?
- How to link a job to another company?
- How to Set Up Primary Responsibilities /Tasks for a Job
- How do I link Primary Responsibilities /Tasks to a Job?
Set Up General Codes 12
- What are General Codes?
- How to enter a new 'Salutation' record?
- How to enter Status Types?
- How to enter Position Types?
- How to enter Staff Types?
- How to enter an Employee Classification?
- How to enter Nationalities?
- How to enter Religions?
- How to enter Document Types and upload a document for an employee?
- How to enter Birthplaces?
- How to enter a New Vaccine Type?
- How do I enter a Police Character certificate for an employee?
Set Up Qualification Related Codes 7
Set Up Payroll Related Codes 2
Set Up Transactions 5
Set Up Letter Templates 6
Set Up HR Workflow 12
- Summary Steps to set up Workflow for HR Transactions
- Step 1: Set up Letter Templates
- Step 2: Set up Workflow Processes
- Step 3: Set up Workflow Definition
- Step 4: Set up Workflow Roles
- Step 5: Define Workflow Roles
- Step 6: Set up Workflow Stages - Overview
- Step 7: Link Workflow Stages to Workflow Processes
- Step 8: Use Roles for Workflow Stages
- Step 9: Auto-Escalate Workflow Stages
- Step 11: Activate the Workflow
- Step 11: Activate the Workflow
Set Up Event Reminders 11
- Event Reminders Overview
- Summary Steps to use the Event Reminders Module
- How is the Event Manager used?
- Step 1: View Event Types
- Step 2: Set up HR users
- Step 3: Set up General Event Settings
- Example: Multiple Event Reminders
- Step 4: Set up Position Settings (Optional)
- Step 5: Set up Employee Settings (Optional)
- Step 6: View-Only Events in Progress
- Step 7: Configure Master Email Settings
Set Up Job Profiles 7
Set Up Onboarding 9
- Onboarding Overview
- Summary Steps to set up Onboarding Module
- Step 1: Set up Onboarding Staff
- Step 2: Set Up an Onboarding Checklist
- Step 3: Setup Job Assets link (Optional)
- Step 4 Onboarding: Setup Job Training link (Optional)
- Step 5: Set up Company Documents
- How to Generate the Employee Onboarding Checklist
- How to Complete my Onboarding Tasks
Position Management 12
- How to Auto-Generate Position Numbers?
- How to Create a New Position
- How to Auto Generate Employee Badge Numbers?
- How to Set Up Reporting Relationships
- How do I view employees who do not have a supervisor?
- How do I view the Organisation Chart?
- HRplus Processes when Onboarding a New Employee
- What is a Position Re-Organisation?
- How to conduct a Positions Re-Organisation
- How to Tell If the Positions Re-Organisation Was Successful
- How to Update Multiple Vacant Positions?
- How to Map Position Numbers to Client Codes
Hiring and Onboarding 9
- How to Generate the Employee Onboarding Checklist
- How to Complete my Onboarding Tasks
- How to Auto Generate Employee Badge Numbers?
- As an HR administrator, how do I hire an employee?
- How to Set Up Reporting Relationships
- How do I view employees who do not have a supervisor?
- How do I fix a missing relationship (missing employee supervisor) ?
- How do I view the Organisation Chart?
- HRplus Processes when Onboarding a New Employee
Employees 4
Employee Transactions 13
- How do I setup the salary change flags?
- How do I enter an Acting transaction?
- How to do a Position Change?
- How do I enter a Salary Change or a New Salary for an employee?
- What is the "red circle" around my salary change transaction?
- How do I enter a new salary or change an employee's salary?
- How do I enter the salary of a daily rated employee?
- How do I Separate an employee?
- How do I Rehire an employee?
- How to do a Company Transfer?
- How do I Change an Employee's Status in the Company?
- How do I Change an Employee's Status from Part-Time to Full-Time?
- How to use the Payroll Smart Entries Feature
Contracts 5
Immigration 10
- Immigration Overview
- What are the steps to setup the Immigration Feature?
- Step 1: Set up Immigration Codes?
- Step 2: Enter Dependents'Data?
- Step 3: Enter Immigration Data?
- Step 4: Upload Immigration Documents?
- Step 5: Enter an employee's Emergency Data?
- Step 6: Set Event Reminders
- Step 7: Submit and then check my travel documents (Employee)
- Step 8: Update (travel) documents submitted by an employee (HR)
Offboarding 11
- Offboarding Overview
- Summary Steps for Setup of Offboarding Module
- Step 1 Offboarding: Setup Staff responsible for managing the Offboarding Process
- Step 2 Offboarding: Set up the Exit Interview Rating Scale
- Step 3 Offboarding: Set up the Exit Interview Form
- Step 4 Offboarding: Set up Offboarding Checklist
- Step 5 Offboarding. Enter Separation Transaction on HRplus
- Step 6 Offboarding: Generate Employee Offboarding Checklist
- Step 7 Offboarding: ESS - Employee View of Offboarding Tasks
- Step 8 Offboarding: ESS - Manager View of Offboarding Tasks
- Step 9 Offboarding: Close Off Tasks for HR
Personnel FAQs 9
- How do I set up my company's organizational structure in HRplus?
- How can I manage employee onboarding and offboarding activities within HRplus?
- What are Event Reminders and how do I set them up?
- How do I create a new position in HRplus?
- How do I hire a new employee in HRplus?
- How do I define different types of employee transactions in HRplus?
- How do I enter and manage employee transactions in HRplus?
- How do I handle employee separations and rehires in HRplus?
- How do I generate a letter based on an employee transaction?
- Release Notes by Period
- Release Notes By Module
- Mobile Kiosk
- Mobile App
- Employee Self-Service
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- Department Administrator Self-Service
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- Pension Administration
- Medical
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- Statutories
- General Ledger
- Amortization
- HRplus Time
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- Timekeeper Self-Service
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- 360 Multi-Rater
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- FAQs
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- St. Kitts and Nevis
- St. Lucia
- St. Vincent and the Grenadines
- Suriname
- Turks and Caicos
- Trinidad and Tobago
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