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Set Up Job Profiles
How do I setup Casual Job Rates?
Updated on
Sep 30, 2024
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Step 7: Configure Master Email Settings
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How to enter a new Job Family (Job Group)?
Personnel
Introduction & Key Concepts
4
Introduction
HRplus & Personnel Module Overview
A Guide to Using the Personnel Module
Glossary of Terms found in the Personnel Module
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 do I set up Primary Responsibilities /Tasks for 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
How to set up Language Proficiency Levels?
How to enter Educational Levels?
How to setup and enter Competencies?
How to enter Certificate Types?
How to enter Branches of Study
How to enter Educational Institute?
How to enter Qualifications?
Set Up Payroll Related Codes
2
How to set up a Pay group (via the Personnel Module)?
How do I setup a Salary Grade with either Salary Grade Points or a Salary Range?
Set Up Transactions
5
What are Transaction Types?
How do I set up Transaction Reasons?
How do I enter a Separation Type and Reason?
How do I setup Transactions-Payroll Linkages?
How do I setup the salary change flags?
Set Up Letter Templates
6
Overview of Letter Templates
How do the Letter Templates link to the HR Workflow?
Summary Steps to setup the Letter Templates
Step 1: Create Letter Templates
How to Configure the Layout of the Letter Template?
Step 3: Generate and Save the Letters
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
How do I setup Casual Job Rates?
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 do I set up Primary Responsibilities /Tasks for Job?
How do I link Primary Responsibilities /Tasks to a Job?
Set Up Onboarding
7
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
Position Management
11
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?
Hiring and Onboarding
9
How to Generate the Employee Onboarding Checklist
How do I 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
3
How do I find an Employee's Profile and all their related data on HRplus?
How to use the Toggle Additional Details Tab
How do I enter an employee Dependant's Data?
Employee Transactions
12
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?
Contracts
4
How do I enable automatic generation of contract IDs?
How do I set up employee Contract Details?
How to Mass Import Employee Contract Details?
How to Automate Separation records for Contract Employees?
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
Step 1 Offboarding: Setup Staff responsible for managing the Offboarding Process
Summary Steps for Setup of Offboarding Module
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 6 Offboarding: Generate Employee Offboarding Checklist
Step 5 Offboarding. Enter Separation Transaction on HRplus
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
Offboarding Overview
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: New and Improved Features
Release Notes By Module
HRplus Mobile App
Employee Self-Service
Manager Self-Service
Department Administrator Self-Service
System Configurations
Security
Recruitment
HR Transactions Workflow
Benefits
Health Plan
Leave
Company Assets
Pension Administration
Medical
Education Support
Payroll
Cycle Changes
Statutories
General Ledger
Amortization
HRplus Time
HRplus Time Workflow
Timekeeper Self-Service
Geofencing
HR Events
Goals
Appraisals
360 Multi-Rater
Training
Industrial Relations
Health & Safety
HRplus BI Reporting
FAQs
Anguilla
Antigua and Barbuda
Bahamas
Barbados
Belize
Bermuda
British Virgin Islands
Cayman Islands
Colombia
Dominica
Dominican Republic
Grenada
Guyana
Jamaica
Montserrat
St. Kitts and Nevis
St. Lucia
St. Vincent and the Grenadines
Suriname
Turks and Caicos
Trinidad and Tobago
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