• Configure auto-generation of Contract IDs.
• Configure auto-generation of Position Numbers.
• Enable the "Add space on generated letters" feature for letterheads.
• Upload required documents, such as identification, contracts, and bank details.

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?

• Set up employee access to relevant modules.

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:

• Create organizational entities (Company, Division, Department, Section).

• Establish links between entities to reflect the company structure.

Set Up Company Structure

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.

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.

• Transaction Reasons and Types: Establish Transaction Types to categorize employee profile changes (e.g., Salary Change, Promotion).

• Define specific Transaction Reasons for each Type (e.g., Salary Increase, Performance Review).

Set Up Transactions

Designate Transaction Types for workflow automation.

• Define Workflow Stages (e.g., Initiate, Approve, Reject) and assign approvers for each stage.

• Configure automatic escalation rules and actions (e.g., update module, reject and stop workflow) based on time limits and attempts.

Summary Steps to set up Workflow for HR Transactions

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.

Set Up Letter Templates

Select relevant Event Types for reminders (e.g., Birthdays, Contract Endings, Leave Taking/Return).

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.

• Define Job Titles and Descriptions.

• Create Job Profiles outlining duties, responsibilities, required skills, and competencies.

• Define Tasks/Primary Responsibilities for each Job Profile, including performance standards and HSE relevance.

• Establish links between Jobs and relevant data, such as Competencies, Qualifications, and Salary Grades.

Set Up Job Profiles

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

• Create Positions within the organizational structure, specifying the number of positions for each job title.

     Position Management

• Post vacant positions.

• Manage the application and selection process.

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:

• Input employee details, including personal information, contact details, emergency contacts, and dependents.
• Assign the employee to a position.
• Define employment terms, including salary, benefits, and contract details.
  
  

Onboarding: 

• Generate Onboarding Checklists for new hires.
• Utilize the Onboarding Checklist to manage tasks and track progress.
• Upload required documents, such as identification, contracts, and bank details.
• Set up employee access to relevant modules.

Hiring and Onboarding

• Process various employee transactions, including Salary Changes, Acting appointments, Position Changes, and Separations.
• Utilize pre-defined Transaction Reasons and leverage the workflow functionality for approvals and record updates.
• Employee Data - Bank and Statutory Information: This section focuses on managing employee bank and statutory information within HRplus.
• Entering and Updating Bank Information: This sub-section explains how to enter and update employee bank details, crucial for processing payroll and other financial transactions.
• Entering and Updating Statutory Information: This sub-section explains how to manage employee statutory information, such as social security numbers and tax identification numbers, important for compliance and reporting requirements.

Managing Dependents

• This section explains how to add, edit, and view employee dependent information in HRplus. It emphasizes capturing essential details about dependents for HR records and benefits administration.

 Contracts

• This section focuses on managing employee contracts within HRplus.
• Enabling Auto-Generation of Contract IDs: This sub-section describes how to configure HRplus to automatically generate contract IDs in sequential order, simplifying contract management.

Employee Transactions

• Employee Offboarding: Create Offboarding Checklists with tasks assigned to different stakeholders (e.g., HR, Manager).
• Conduct Exit Interviews, capturing employee feedback.
• Process employee separation transactions, adjusting salary and benefits accordingly.

Initiate Offboarding Process:

• Create a Separation Transaction for the employee.
• Generate an Offboarding Checklist to manage tasks.

Offboarding Tasks:

• Reassign responsibilities to other employees.
• Revoke system access.
• Conduct exit interviews.
• Process final pay and benefits.

Exit Interview:

• Utilize predefined Exit Interview forms to gather feedback.
• Store completed forms electronically.

Offboarding Completion: 

• Archive employee records.
• Disable employee access to all modules.

Offboarding

• Generate and distribute standardized letters for various transactions using pre-defined templates.

Generate and Save the Letters

• Review and respond to system-generated reminders for upcoming HR events.

How is the Event Manager used?

• Ensure data accuracy and consistency through regular audits and updates.

• Update employee information as needed.
• Manage employee documents, including contracts, performance reviews, and disciplinary actions.

Employees

• Process salary changes based on promotions, performance reviews, or market adjustments.
• Manage benefits enrollment and changes.
• Record and track employee leave (vacation, sick, etc.).

How do I enter a new salary or change an employee's salary?

• Conduct performance appraisals based on predefined job tasks and competencies.

• Set performance goals and track progress.

• Identify training and development needs.

• Manage employee relations matters, such as disciplinary actions, grievances, and investigations.

• Track employee relations cases and resolutions.

• Identify high-potential employees.
• Create succession plans for key roles.
• Manage internal mobility and promotions.

• Track employee immigration information, including visa status, work permit expiry dates, and dependent details.
• Manage work permit renewals and other immigration-related processes.

Immigration