This document will go over the whole of HR and outline each different section.
TEAM - (PEOPLE)
This section will include the employees that have had their contact group added to "current employees" via the contact module or you can add people by clicking the +
Once the employee/s are showing in the main view you can configure contact details, time details, and allowances. You can access this by clicking "edit" on the employee
CONTACT DETAILS
(INSIDE HR ONLY)
-Personal Data, this will only show in HR for specific users such as Admins and Office managers, this way you can add personal details (email/phone number/address) without exposing their personal data.
(OUTSIDE HR)
-Contact Data, everyone that has access to the HR module and specifically people can view these details, you would most likely add their (work emails/job details/company)
-More Details, you can add their contact to a group/region for sorting purposes
-Custom Fields, everyone can view this also, you can add some personal details (nickname, interests)
TIME DETAILS
-In this section, you can configure all fields related to wages/employee type/labour rate/EBA group/contracted hours)
ALLOWANCES
-If your company has allowances in place, you can configure specific ones that are in line with your company policy. All options can be configured to price per unit/allowance Qty
TRAINING MATRIX
-TRAINING LOG
-employee matrix
depending on your access level for HR you may be able to click on each "license", this will prompt a new form as seen below, if you click new form it will take you to the form where you can add your certificates, then the form will be reviewed by a manager and if all is good it will show as green on the matrix
-project matrix
you can expand each record as done above and checkoff which have been completed
-Training needed
Here you can check what training needs to be done for each employee
-Role matrix
-TIMESHEETS
-Staff activity
-Your activity
-LEAVE REQUESTS
In this view, you can submit leave by clicking the plus button outlined in red above.
Once you have clicked the plus, it will take you to a form that you can fill in accordingly. Make sure to click submit when all fields have been entered and depending on your ability to approve you may be able to approve or reject, If not your manager will get a notification.
-TIMESHEET SUMMARY
When the staff enters their timesheets they will show in this view if that is what your company has chosen to use/configure, you can sort by week or day to narrow it down. You can also see the total per person on the right side.
-STAFF UTILISATION
FORMS
-time log
-Training log
-License competency
-PPE register
ROLES SET UP
-Timesheet Setup
timesheet setup will allow you to configure certain start and finish times for each role above incase the roles vary with times. You can also changed the rate per role (fixed business rate) depending on which state your company is based or where the specific role conducts his work you can also set the Public holiday state Eg. VIC
-Probation Setup
Depending on your company policy you can set up probation periods for each role, when a new user is created and assigned a role they will enter a probation period. You can either select day, week, month and year also you can set the number to whatever you choose.
-Hiring Setup
In this section you can set up a welcome message for all roles incase they may vary.
ALLOWANCES
-If your company includes allowances then you can configure and create personal allowances. We have included a few basic ones as examples above such as meal, travel, staying away and phone. Once allowances are created you can select the roles you would like this to apply to and many more options. Please see below
HR SETTINGS