|
|
| Line 27: |
Line 27: |
| | *'''Passport Expiry Date Notification''' | | *'''Passport Expiry Date Notification''' |
| | | | |
| − | ='''Employee Information'''= | + | ==Calendar== |
| − | Employee Information window is the place where you can easily create and/or manage your employees.
| + | In this panel, you can create notification alert by clicking on calendar date. For example if you want to create the Alert Notification for Passport Expiry. You will perform the following steps: |
| | | | |
| − | ==Employee Information Panel==
| + | * Select the Notification Type as "Passport Expiry Date Notification". |
| − | [[File:Empinfo_query_panel.PNG|200px|thumb|right|Employee information]]
| + | * Define the Notification by click on "Create / Edit" button from Notification Calendar screen that is beside the Notification Type drop down menu |
| − | In this panel you can quickly look up existing employees of your organization.
| + | * After click on Create / Edit button the "Alert" popup window will be opened. |
| − | | + | * Select the Recipient "Employee", Notification (Email/ESS/HCM/SMS) what you want to set, Reminder days, Visibility days and Message Text. |
| − | *'''Select Employee:''' A dropdown where you can select existing employees. | + | * If you want to show the Passport Expiry alerts to HR users then set the "Specific Criteria" from Recipient drop down menu and select the Specific Job that you want to show the same alert to HR Employee. |
| − | | |
| − | ==Employee Information Tab==
| |
| − | | |
| − | ===Employee Detail===
| |
| − | You can insert basic employee information in this tab.
| |
| − | [[File:EMPLOYEE_INFO_DETAIL.PNG|200px|thumb|right|Employee Detail Panel]]
| |
| − | *'''Employee Id''': You have the choice to generate employee Id automatically and/or you can also type it yourself based on '''EMPLOYEE_ID_AUTO_NUMBER''' flag in [[System Default]] screen. If that flag is set to '''Y''', system will generate employee ID automatically. | |
| − | *'''Title''': [[Title]] of the employee such as Mr., Ms., Dr., and etc.
| |
| − | *'''First Name''': Required | |
| − | *'''Middle Name'''
| |
| − | *'''Last Name'''
| |
| − | *'''Family Name'''
| |
| − | *'''Full Name''': A read-only field which shows employee full name as you type in First, Middle, and Last name.
| |
| − | *'''Gender''': Gender of the employee such as Male or Female (required).
| |
| − | *'''Nationality''': Nationality of Employee defined in [[Country, Provinces and Cities]].
| |
| − | *'''Marital Status''': Select marital status from this dropdown defined in [[Marital Status]] screen.
| |
| − | *'''Religion''': Select one of the religions defined in [[Religion]].
| |
| − | *'''Place Of Birth''': Select city of birth of your employee defined in [[Country, Provinces and Cities]].
| |
| − | *'''Date of Birth'''
| |
| − | *'''Mobile #1''': Employee's primary mobile number.
| |
| − | *'''File/Hafeezah No.'''
| |
| − | *'''NIC.''': Employee National ID card number.
| |
| − | *'''NIC Place Of Issue''': City where employee's NIC card was issued.
| |
| − | *'''NIC Issue Date''': Issue date of NIC card written on the card.
| |
| − | *'''NIC Expiry Date'''
| |
| − | *'''Bank''': [[Bank and Branches]]
| |
| − | *'''Branch''': Shows all the branches defined against a particular bank in [[Bank and Branches]] screen.
| |
| − | *'''Bank Account No.''': Account number of employee in the above selected bank and branch.
| |
| − | *'''Hiring Date'''
| |
| − | *'''Date of Joining''': Date of joining could or could not be same as Hiring date. Select this appropriately.
| |
| − | *'''Blood Group''': Select employee blood, maybe useful in case of emergency. | |
| − | *'''Active Directory User''': Based on the flag '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' value set in [[System Default]], system will enable/disable this field. If it is set to '''Y''', system will disable this field and generate AD user on its own.
| |
| − | *'''Email''': If '''ACTIVE_DIRECTORY_USER_AUTO_GEN''' flag in [[System Default]] is set to Y, system will generate Email id on its own with domain name '''EMAIL_DOMAIN''' specified in [[System Default]] screen. | |
| − | | |
| − | ===Organizational Details===
| |
| − | [[File:EMPLOYEE_JOB.PNG|200px|thumb|right|Employee Organizational Details]]
| |
| − | *'''Job No.''': Select one of the jobs you created earlier in [[Job Information]] screen.
| |
| − | *'''Position''': Shows the position you associated with the job in [[Job Information]] screen.
| |
| − | *'''Category''': Category of the employee you linked with the job in [[Job Information]] screen.
| |
| − | *'''Employment Type''': Shows the Employment Type you chose for the job in [[Job Information]] screen.
| |
| − | *'''Basic Salary''': Basic salary defined against any particular job in [[Job Information]] screen.
| |
| − | *'''Org. Location''': Job needs to be in a department such as Networking, Development, Sales, HR and etc. You define job department in [[Job Information]] screen.
| |
| − | *'''Geo Location''': It is the geographical location of the job, it could be anywhere from country to state to city to street.
| |
| − | | |
| − | ===Employee Type===
| |
| − | [[File:Employee_type.PNG|200px|thumb|right|Employee Type]]
| |
| − | *'''Employee Type:''' Select one of the type of Employees you created in [[Employee Type]] screen.
| |
| − | *'''Grade:''' [[Grade]]s have paramount importance in SmartHCM, because most of the payroll and HR settings depend on them.
| |
| − | *'''Employee Status:''' Choose one of the statuses you created in [[Employee Status]] screen.
| |
| − | *'''Status Date:''' System automatically sets status date to your system clock when you take action such as create a new employee and/or change existing employee/s status.
| |
| − | *'''Shift:''' Select a suitable shift for your employee you created in [[Shift]] screen.
| |
| − | *'''Confirm. Date:''' The date on which you change employee status from '''Probation''' to '''Continue'''.
| |
| − | *'''Retirement Date:''' Good moments always come to end. Select when he/she is going to retire.
| |
| − | *'''Start Basic Salary:''' Starting salary of your employee on the date of joining.
| |
| − | *'''Basic Salary'''
| |
| − | *'''Gross Pay:''' Inclusive of incentives such as housing, transportation, medical and others.
| |
| − | | |
| − | ===Employee Name Translation===
| |
| − | [[File:Employee_name_tran.PNG|200px|thumb|right|Employee Name Translation]]
| |
| − | In this panel you can add employee name in secondary language.
| |
| − | | |
| − | *'''Language:''' Select language in which you want to translate your name.
| |
| − | *'''First Name'''
| |
| − | *'''Middle Name'''
| |
| − | *'''Last Name'''
| |
| − | *'''Family Name'''
| |
| − | *'''Full Name:''' Shows complete name as you type in First, middle, last and family name fields.
| |
| − | | |
| − | ===LOC LONG CODE Issue===
| |
| − | In some cases, employee and / or organizations LOC LONG CODES are not updated / correct, following database script will fix this issue
| |
| − | | |
| − | BEGIN set_loc_long_code_loc; END;
| |
| − | | |
| − | BEGIN set_loc_long_code_emp; END;
| |
| − | | |
| − | COMMIT;
| |
