Employee Management

Modified on Thu, 17 Apr at 4:27 PM

Employee Management

Under the HR Hub >Dashboard section, selecting Current Employees will load the list of employees currently within the system.

From here you will also be able to create new employee profiles by selecting the (+) icon at the top of the screen:

On the next screen, you will be asked to fill out some mandatory details marked with an Asterix.

Username	Automatically generated from the first, last and the company name prefix defined in the system configuration.
Password	Automatically generated once the new employee has been created with a valid e-mail address.
Employee Number	Will be used to link appraisals to that specific user. Its value can be anything, but it is recommended that the numbering sequence is memorable to HR.
Job Role	An employee's role within the company.
Contract Start Date	Date the employee commenced working for the company.
Division:Department	Must be colon separated e.g., IT:Support

While within the employee profile, you will find a tab calls Appraisals. Selecting this offer you some options for setting the; Level, Type, Appraiser and Cosignatory.

Level	The level at which the employee will be appraised.
Types	Regulated/Unregulated appraisals etc.
Appraiser	The person that is responsible for the employees' appraisals.
Co-Signatory	The person who must review and accept/decline the appraisal and its comments.

Access Roles Field

The Access Roles field will define what roles/security permission the employee will have.

Administrator (Admin)	Administrators can manage the system wide configurations; including Appraisals and Interim Review Types, Employee creation etc.
Human Resources (HR)	HR Users have access to all employee records, including appraisals and interim reviews.
Line Manager (LM)	Grants the employee access to manage their appraisee's appraisals and interim reviews.
User	Grants the employee the ability to complete any appraisal or interim review that has been issued to them.
Blocked	Prevents the user from accessing the software.

It is possible to give a user more than one access role, for example:

A Director may want to have access to all employee records and some system configuration. Ticking both Admin and HR will grant the employee the required access for this.

Archiving Employee Profiles

Employees can be archived once created. To archive an unwanted profile, or the profile of an employee who has left the company, follow the steps below:

Open the Employee Profile
Select the Mark as Leave button in the top left of the screen

This will open a new dialog box with some mandatory fields relating to contract end date etc.

Once you have filled in the required fields, selecting Mark as Leaver will add the contract end date to the profile and remove the user from the appraisal processes.

All historical data will be retained against the archived profile that user.

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