Create Employee

This page enables you to capture basic information of the employee such as employee file, primary assignment, personal information, contact details, employee payset mapping, employee rota schedule mapping and employee payment method.

You can create family member, identification, education and work experience through “Maintain Employee Additional Information” screen. You can create the compensation breakup of the employee through “Record CTC Details” screen.

You can create a request ID for a new employee. For an existing employee, you can retrieve the saved data against the request id and fill any missing information and submit the record.

Select “Super Compact – Employee Creation” activity under the “Employee Information – Bulk”.

The “Create Employee” page appears.

Enter the following field details in the header:

Employee Code Setup Unit	From the drop-down list box, select the employee code setup unit. The combo is loaded with all OUs interacting with the number generation OU (NGOU) and defaults with the login OU. Mandatory. Note: On launching, this combo is populated with the EmpNG OU.
Employee Name	Click icon to navigate to “Employee Details” popup.
Pending	Select the Pending radio button to create a new employee.
Existing	Select the Existing radio button to view the existing employee details.
Request ID	From the drop-down list box, select the request ID and employee name. The system is loaded with already created request IDs and the respective employee names. On select, the system displays the employee name. Mandatory. Note: This field is visible only if “Pending” is selected.
Employee Code	Enter the code that identifies the employee or click the lens icon to retrieve the employee code from the help. On enter, the system displays the employee name and other details in the respective sections. Mandatory. Note: This field is visible only if “Existing” is selected.

Note: For existing employees, If DLS is set as “ON” and DLS definition is available for the login OU, then the system retrieves only those employees as per DLS permissions. In case DLS is set as “Off”, then you can view the details for all employees.

This page consists of the following sections:

4 Employee Details

4 Personal Information

4 Emergency Contact Details

4 Official Contact Details

4 Job Details

4 Job Attributes

4 Payroll and Schedule Mapping

4 Additional Section

Section – Employee Details

Enter the following field details in the “Employee Details” section:

Employee Code	From the drop-down list box, select the employee code if the employee is a new employee. The drop-down is visible only if “Pending” radio button is selected in the header. Mandatory. The system displays the employee code if the employee is an existing employee.
Known as	The known name of the employee.
Salutation	From the drop-down list box, select the salutation of the employee. Mandatory.
First Name	The first name of the employee. Mandatory.
Middle Name	The middle name of the employee.
Initial/Last Name	The initial or last name of the employee. Mandatory.
Date of Joining	The date on which the employee has joined the organization.
Confirmation Due On	The date on which the confirmation is due.
Service Reference Date	The service reference date.
Employee Type	From the drop-down list box, select the type to which the employee belongs. For example: Contract, Regular, Contract Full-Time, etc. Mandatory.

Section – Personal Information

Enter the following field details in the “Personal Information” section:

Date of Birth	The birth date of the employee. Mandatory.
Gender	From the drop-down list box, select the gender of the employee. The combo is loaded with “Male”, “Female” and “Not Applicable” as options.
Marital Status	From the drop-down list box, select the marital status of the employee. The combo is loaded with the values “Single”, “Married”, “Divorced” and “Not Applicable”. Mandatory.
Religion	From the drop-down list box, select the religion of the employee. The combo is loaded with various religions. Mandatory.
Country	From the drop-down list box, select the country to which the employee belongs. The combo is loaded with various countries. Mandatory
State	From the drop-down list box, select the state to which the employee belongs. The combo is loaded with various states. Mandatory.
Identification No.	The identification number of the employee.
Ethnicity	From the drop-down list box, select the ethnicity of the employee. The combo is loaded with various options. The system displays “Select” by default on launch of the page. Mandatory.
Nationality	From the drop-down list box, select the nationality of the employee. The combo is loaded with various options. The system displays “Select” by default on launch of the page. Mandatory.
Citizenship	From the drop-down list box, select the citizenship of the employee. The combo is loaded with various options.

Select the required field and click “Save” to save the entered personal details.

Section – Emergency Contact Details

Enter the following field details in the “Emergency Contact Details” section:

Name	The contact name in case of emergency. Mandatory.
Relationship	From the drop-down list box, select the relationship of the contact person to the employee. The combo is loaded with the values like “Father”, “Daughter”, “Spouse”, etc. Mandatory.
Mobile No.	The mobile number of the emergency contact person.
Phone No.	The emergency contact phone number of the employee.

Section – Official Contact Details

Enter the following field details in the “Official Contact Details” section:

Email Id	The official email id of the employee. Mandatory.
Mobile Number	The official mobile number of the employee. Mandatory.
User Id	The official user ID of the employee.
Set employee id as user id	Select the checkbox to set the employee id as user id.

Section – Job Details

Enter the following field details in the “Job Details” section:

Employment Unit	From the drop-down list box, select the employment unit to which the employee belongs. Mandatory
Company	On select of employment unit, the system displays the company name.
Business Unit	From the drop-down list box, select the business unit to which the employee belongs. The combo is loaded with various business units applicable for the OU. Mandatory
Regulatory Region	From the drop-down list box, select the required regulatory region. Mandatory
Position	From the drop-down list box, select the position code, position title, department description and job title. The combo is loaded with various positions. Mandatory
Work Location	From the drop-down list box, select the employee’s work location. The combo is loaded with various work locations. The system displays “Select” by default on launch of the page. Mandatory.
Department	From the list edit, select the department code and description. The combo is loaded with various departments. Mandatory. Help facility available. Note: If the parameter 'Organization structure based on department hierarchy' is set to 'Yes' then the Help on Department will launch the 'Help on Department with Hierarchy'
Help on Department with Hierarchy	Department with hierarchy. Help facility available.
Hierarchy Code	The hierarchy code
Chain No.	The chain number.
Note: The “Hierarchy Code” and “Chain No” fields are added if the parameter “Organization structure based on department hierarchy” is set to “Yes”. If a value is selected through the ‘Help on Department with Hierarchy then the Hierarchy Code and Chain No. fields are automatically populated.
Job	From the drop-down list box, select the required job code and title. The combo is loaded with various job codes. The system displays “Select” by default on launch of the page. Mandatory.
Grade Set	From the drop-down list box, select the required grade set. The combo is loaded with the applicable grade sets for the employee. Mandatory.
Grade	From the drop-down list box, select the required grade. The combo is loaded with the applicable grade for the employee. Mandatory.
Reporting To	Enter the employee code of the supervisor or click the lens icon to retrieve the employee code from the help. On enter, the system displays the employee name. Mandatory.
Name	The name of the reporting manager.

Section – Job Attributes

Enter the following field details in the “Job Attributes” section:

Job Type	From the drop-down list box, select the required job type. The combo is loaded with various job types for example: “Full Time” or “Part Time”. The system displays “Select” by default on launch of the page.
FLSA Exempt	Indicates whether the FLSA exempt is applicable for the employee. The combo is loaded with “Yes” or “No” as options.
Salaried / Hourly	From the drop-down list box, select the required option. The combo is loaded with values “Hourly” and “Salaried”. The system displays “Blank” by default on launch of the page.
Standard Hours	Enter the standard working hours of the employee. From the drop-down list box, select the required option. The combo is loaded with values “Daily”, “Monthly”, “Weekly” and “Yearly”. The system displays “Blank” by default on launch of the page.

Note: This section is mandatory if the system parameter “US/Other Regions” is set as “US” in statutory component and certain controls will be enabled/disabled based on the statutory region.

Section – Payroll and Schedule Mapping

Enter the following field details in the “Payroll and Schedule Mapping” section:

Payroll – Payset	From the drop-down list box select the payroll and the payset to which the employee is mapped.
Process Period	From the drop-down list box select the process period to which the employee is mapped.
Rota Schedule	From the drop-down list box select the rota schedule to which the employee is mapped. Note: This field is mandatory if the Time integration is set as “Full” else it is non-mandatory.
Payment Method	From the drop-down list box, select the method through which payment is made. The combo is loaded with the following values “Bank-DD”, “Bank-Others”, “Bank-Transfer”, “Check” or “Cash-Payment”.
Bank Name	From the drop-down list box, select the bank name. The combo is loaded with a list of banks.
Account Number	The bank account number of the employee.

Section – Additional Section

Note: This section is visible only if the system parameter “Enable Additional Section – Super Compact” is set as “Yes” in Set System Parameter” activity of “Employee Personal Information” component.

Enter the following field details in the “Payroll and Schedule Mapping” section:

User Defined Combo	From the drop-down list box, select the user defined combo. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 2	From the drop-down list box, select the user defined combo 2. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 3	From the drop-down list box, select the user defined combo 3. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Date 1	Enter the user defined date 1.
User Defined Combo 4	From the drop-down list box, select the user defined combo 4. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 5	From the drop-down list box, select the user defined combo 5. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 6	From the drop-down list box, select the user defined combo 6. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Date 2	Enter the user defined date 2.
User Defined Combo 7	From the drop-down list box, select the user defined combo 7. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 8	From the drop-down list box, select the user defined combo 8. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Combo 9	From the drop-down list box, select the user defined combo 9. The combo is loaded with user defined quick codes based on the employment OU selected.
User Defined Date 3	Enter the user defined date 3.
User Defined Text 1	Enter the user defined text 1.
User Defined Text 2	Enter the user defined text 2.
User Defined Text 3	Enter the user defined text 3.
User Defined Text 4	Enter the user defined text 4.

Note: The above user defined control names can be defined through “Additional Master” screen.

Select the required field and click “Save” to save the entered employee details.

The system saves the employee details and creates a new request ID. The request ID Generation is “Automatic” if the parameter “Auto User Creation” is set as “Yes” in the “Set System Parameter” activity of “Employee Personal Information”, else it is “Manual”.

Note: On save, Submit and Delete button will be enabled.

Click “Submit” to submit the record.
Click “Delete” to delete the request ID.
Click “Copy & Add New” to create new employee information by copying the details of the current employee.

Note: This button is visible only if “Existing” radio button is checked in the header.

Legend

Click “Maintain Employee Additional Information” hyperlink to record the additional details of the employee.
Click “Record CTC Details” hyperlink to record the CTC details.

Note: You can view the dynamic links based on the configuration done in portal content screen. Click the dynamic links to launch the respective screens.