Summary Steps to setup the Letter Templates
Before using this module, please ensure that:
- The letters required as well as the content and layout are known.
The steps are as follows:
Help Site
Topics
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Introduction 2
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Setup - 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?
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Setup - 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?
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Positions 12
- How to Auto-Generate Position Numbers?
- How to Create a New Position
- As an HR administrator, how do I hire an employee?
- 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?
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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?
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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
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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)
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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
- Step 6: How to Generate the Employee Onboarding Checklist
- As a New Employee, how do I complete my Onboarding Tasks?
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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
Other Resources
Release Notes
- Release Notes by Period: New and Improved Features
- Release Notes By Module
- e-Help Desk
System Administration
- Security
- System Configurations
Personnel Management
- Recruitment
- Personnel
- HR Workflow
- Company Assets
Employee Relations
- Health & Safety
- Industrial Relations
Statutories By Country
- 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
Time and Attendance
- HRplus Time Core - End User Manual
- HRplus Time Workflow Manual
- Timekeeper Self Service User Training Manual
- Geofencing
Self Service
- Employee Self Service
- Manager Self Service
Talent Management
- HR Events
- Goals
- Appraisals
- 360 Multi-Rater
- Training
Reporting and Analytics
- HRplus BI
Marketplace
- HRplus API
Videos
- Videos
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