Creating an employee file
Select “Create Employee File” from the left pane
The “Create Employee File” page appears.
The system displays the following at the top right of the page.
Date Format |
The date format that is applicable to the login user. More Details. |
Employee Code Setup Unit
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The organization unit in which employee code parameters are defined for the login organization unit. |
Employee Code |
A unique alphanumeric code to identify the employee. The employee code can have an alphabetic prefix and a numeric value based on how the employee code parameters are set in the system parameters. |
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From the drop-down list box, select the prefix of the employee code. If the system parameter “Employee Code Prefix” is set to “Yes” in the Employee Code parameters, the system lists in the drop-down list box, all the predefined prefixes from which you can select the required prefix.. By default, the drop-down list box displays with “Select…”. |
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If the Employee Code parameter “Employee Code Prefix” is set to “No” in the system parameters, by default, the drop-down list box is blank. |
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Enter the numeric value of the code in the field beside the drop-down listbox. |
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If the employee code generation method is set to “Automatic” in the Employee Code parameters, the system increments the current numeric value of the code by 1. |
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Example: If the current value is 0006, the system will increment the value by 1 and display 0007 as the new value for the record being created. |
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If the employee code generation method is set to “Manual”, you are to enter the numeric value of the code in the field. The length of the numeric value you enter should conform to the character length assigned in the system parameters. |
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Example: If the “Employee Code-Prefix Length” is set to six in the Employee Code parameters, with two digits for the alphabetic prefix and four digits for the numeric value, you must enter accordingly. If the employee code to be entered has the prefix “BY” and the numeric value “1”, you must enter “BY0001” and not “BY1”. |
Employee Type |
The type of the employee’s job which indicates whether the employee is a regular employee, hired on contract basis for a specified period, or is a consultant etc. The system lists the following values in the drop-down list box: “Regular”, “Contract”, “Trainee”, “Consultant” or “Volunteer”. The system lists the employee type values applicable to the selected Employee Code Setup Unit. From the drop-down list box, select the required option. By default, the drop-down list box displays with. ”Select…”. |
Company |
The name of the company to which the employee belongs. The system lists the names of the companies whose personal information components are interacting with the selected Employee Code Setup Unit. From the drop-down list box, select the required value. By default, the system displays with a”Select…”. |
Title |
The title you want to use for the name of the employee. Example: “Mr”, “Ms”, “Dr” . Select the required option from the drop-down list box. By default, the system displays with a”Select…”. |
First Name |
The first name of the employee. |
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For example, if the name of the employee is John Smith Anderson, his first name is “John”, “Smith” is his middle name, and “Anderson” is his last name. |
Middle Name |
The middle name of the employee. |
Last Name |
The last name of the employee. |
Known As |
The name by which the employee is generally known. For example, if the name of the employee is Carolyn and she is generally known as “Lynn”, you can enter ”Lynn”. |
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By default, the first name you enter for the employee is displayed in this field until you change it. |
Date of Joining |
The date on which the employee joins the organization. The date must be entered in the format applicable to the login user. From the drop-down list box select:
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Application Reference Number |
The reference number of the employee’s application. |
Comments |
The comments pertaining to the details specified. |
Select the Book icon beside the “Comments” field. The system displays a dialog box.
Enter the comments in the dialog box.
Select the “OK” pushbutton to save the details and return to the previous page.
Select the “Cancel” pushbutton to return to the previous page without saving the details entered.
Select the “Save” pushbutton. The system will create the file for the employee and submit the record for authorization.
6 Hyperlinked topics below
Use this page to create an employee file.
Create a file for the employee with his/her unique details
Submit the record for authorization