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What are the steps to setup the Immigration Feature?

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Before proceeding with the steps below to setup and use the Immigration Feature, please ensure that:

  1. Employees have been set up (Personnel>>Employees).
  2. Employee dependents have been set up (Personnel>>Employees>>Toggle Additional Details>>Dependents).
  3. Employee Immigration data, including documents, are available.
STEP TASK NAVIGATION Task Details
1 Create Immigration Codes Personnel>>Setup>>Organisation>>Immigration Codes
  1. Setup unlimited user-defined codes and descriptions that will be used to capture Employee Immigration data.
  2. These base tables include the following:
    1. Countries
    2. Nationalities
    3. Document Types
    4. Immigration Categories
    5. Work Permit Types
    6. Work Permit Status
    7. Dependent Types
    8. CSME certificate Categories
    9. CSME Certificate Status
    10. Travel Document Types
2 Enter Dependents' Data Personnel>>Employees [Search for an Employee]>>Toggle Additional Details>> Dependents

 Enter employees'Dependent data including details on medical history and relationship.
3 Enter Employee Immigration Data Personnel>>Employees [Search for an Employee]>>Toggle Additional Details >> Immigration

 Enter the employee's Immigration data including details on:

  1. Work Permit: 
    1. Nationality, fees and term limits as well as important dates are captured. The number of days until a work permit expires as well as the number of years for which it is valid is system-calculated.
  2. CSME Certificate ( for CARICOM nationals) details captured include category and dates.
  3. Travel Documents (for both employees and dependents): these include passports and any other documents that are required for both employees and their dependents.
4 Upload Immigration Documents Personnel>>Employees [Search for an Employee]>>Toggle Additional Details >> Documents
  1. Scan and save Immigration documents in PDF or any image file format (JPG, PNG, BMP).
  2. Categorize the documents by Type and upload and save.
5 Set Employee Emergency Data Personnel>>Employees [Search for an Employee]>>Toggle Additional Details >> Emergency Plans
  1. Setup employee emergency data including medical history and up to four (4) emergency contacts.
  2. Setup one (1) emergency shelter indicating the type of shelter and shelter address.
6 Set Event Reminder Personnel>>Event Reminders >> Event Manager
  1. Set up a reminder so that the system can automatically send out notifications when work permits are close to expiry.

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Previous Article Immigration Overview
Next Article Step 1: Set up Immigration Codes?

Personnel

Introduction and Key Concepts 4
Set Up Company Structure 15
Set Up General Codes 12
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
Set Up Event Reminders 11
Set Up Job Profiles 7
Set Up Onboarding 9
Position Management 14
Hiring and Onboarding 9
Employees 4
Employee Transactions 14
Contracts 5
Immigration 10
Offboarding 11
Personnel FAQs 9

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