The Guide and role list provides a comprehensive overview of the management of employees within the HRplus Personnel Module.
HR Administrator
Role: Responsible for managing all aspects of the HRplus Personnel and Talent Modules (where applicable), including configuration, setup, data entry, and report generation.
Employee
Role: Accesses HRplus through Employee Self Service (ESS) to view and update personal information, manage leave requests, and access company documents.
Manager
Role: Utilizes Manager Self Service (MSS) to approve leave requests, conduct performance reviews, and access team information.
System Administrator
Role: Manages the technical aspects of HRplus, including user system access, security, and troubleshooting.
Steps | Description | ||
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Step 1 | Application Setup and Configuration: | ||
System Configurations>>Feature Management>>Auto Generate Contract ID Configuration System Configurations>>Feature Management>>Auto Position Number Configuration Personnel>>Personnel>>Letter templates Personnel>>Setup>>Organisation>>General Codes>>Document Types Security>>User Administration>>[Search for Employee]>>[+]>>Edit User Groups Personnel>>Setup>>Organisation>>Structure>>Organisation Levels Personnel>>Setup>>Organisation>>Structure>> Personnel>>Setup Organisation>>General Codes Personnel>>Setup>>Organisation>>Qualifications-Related Codes Personnel>>Setup>>Organisation>>Immigration Codes Personnel>>Setup>>Organisation>>Payroll Related Codes Personnel>>Setup Organisation>>General Codes>>Transaction Types System Configurations>>Workflow>>Workflow Processes Personnel>>Personnel>>Letter Templates Personnel>>Event Reminders |
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System Configuration |
How do I enable automatic generation of contract IDs? How to Auto-Generate Position Numbers? Enable Add space on generated letters How to enter Document Types and upload a document for an employee? |
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Security |
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Setup - Structure |
Organizational Levels: This sub-section explains how to configure the organizational structure within HRplus, including creating entities like companies, divisions, departments, and sections. Setting up Countries and Currencies: This sub-section details the process of setting up countries and currencies within HRplus, important for managing employees and payroll in different geographical locations. Organizational Structure Setup:
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Setup - General Codes |
Overview of General Codes: This sub-section introduces general codes, which are base tables used across various modules in HRplus, including Personnel and Payroll. It lists the types of general codes available, such as salutations, status types, position types, and more. Detailed Configuration of General Codes: This sub-section provides step-by-step instructions on how to enter and manage various general codes, including salutations, status types, position types, staff types, employee classifications, nationalities, religions, transaction types, document types, unions, currencies, birthplaces, goal perspectives, and vaccine types. General Codes Setup: Configure system-wide codes for Salutations, Status Types (e.g., Permanent, Contract), Position Types, Staff Types, Employee Classifications, Nationalities, Religions, and more. |
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Qualification Related Codes | Define Language Proficiency Levels, Educational Levels, Competencies, Certificate Types, Branches of Study, Educational Institutes, and Qualification standards. | ||
Immigration Codes Setup (Optional) | Create codes for Countries, Nationalities, Document Types, Immigration Categories, Work Permit Types and Statuses, Dependent Types, and CSME Certificate details. | ||
Payroll Related Codes |
Setup Pay Groups, defining pay periods, salary grade types, tax tables, and other payroll-specific parameters. Define Salary Grades with associated pay points or salary ranges. Set up Salary Change Flagsto define payment parameters for salaried and non-salaried employees. |
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Setup Transaction Reasons and Types |
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Workflow Setup |
Designate Transaction Types for workflow automation.
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Letter Templates |
Create standardized Letter Templates for various HR transactions (e.g., Acting, Position Change, Separation). Utilize placeholders to dynamically populate employee-specific data from the HRplus database. |
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Event Reminders Configuration |
Select relevant Event Types for reminders (e.g., Birthdays, Contract Endings, Leave Taking/Return). Define recipients for each event (HR, Employee, Manager) and specify the desired lead time for reminders. |
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Setup Job Profiles |
Defining Job Tasks and Responsibilities: This sub-section explains how to define and manage job tasks and primary responsibilities associated with different positions in the organization. It highlights the use of task tags for categorization and the importance of assigning weights to tasks for appraisal purposes. Importing Job Responsibilities: This sub-section provides instructions on how to import job responsibilities for multiple jobs simultaneously using a template, streamlining the process of updating and maintaining job profiles.
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Step 2 | Employee Lifecycle Management: | ||
Personnel>>Personnel>>Positions Personnel>>Onboarding>>Onboarding Checklists>>Generate Employee Onboarding Checklists Personnel>>Personnel>>Transactions Personnel>>Offboarding Personnel>>Personnel>>Transactions>>Rehire |
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Position Management |
Understanding Positions: This sub-section explains the concept of "positions" within HRplus, highlighting their central role in the system. It emphasises how positions are linked to organizational structure and employee records. Creating New Positions: This sub-section provides a detailed walkthrough of creating new positions in HRplus. It covers aspects like specifying the number of positions, assigning position numbers, defining staff type, linking to the organizational structure, setting salary grades, and marking positions as vacant or filled.
Position Creation and Management: Create new Positions within the defined organizational structure, specifying staff type, location, and other relevant details. Utilize the Positions Re-organisation feature to manage changes in the company structure or job attributes in batches. Position Management
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Recruitment |
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Hiring and Onboarding |
Hiring Employees into Positions: This sub-section explains the process of hiring an employee directly into a vacant position within HRplus, streamlining the onboarding process. Onboarding: This section outlines the process of onboarding new employees within HRplus, with an emphasis on using onboarding checklists. Generating and Managing Onboarding Checklists: This sub-section explains how to create, assign, track, and manage onboarding checklists to ensure new hires complete necessary tasks and paperwork. Managing Position Changes (Positions Re-organization): This sub-section outlines the functionality for managing bulk changes to position data, such as updating job titles, departments, locations, or salary grades, while ensuring data integrity. Hiring and Onboarding: Create Employee Record:
Onboarding:
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Employee Transactions |
Managing Dependents
Contracts
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Offboarding |
Initiate Offboarding Process:
Offboarding Tasks:
Exit Interview:
Offboarding Completion:
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Employee Rehire | Rehire former employees, reactivating their profiles and updating relevant information. | ||
Step 3 | During Employment, Ongoing System Use and Maintenance: | ||
Personnel>>Personnel>>Generate Letters Personnel>>Event Reminders>>Event Manager Personnel>>Personnel>>Employees Personnel>>Personnel>>Transactions Personnel>>Personnel>>Employees>>[Search for Employee]>>Toggle Additional Details>>Immigration |
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Generate HR Letters |
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Manage Event Reminders |
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Maintain Data Integrity |
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Employee Data Management: |
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Compensation and Benefits: |
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Performance Management: |
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Employee Relations: |
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Talent Management: |
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Immigration |
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