1 Create New Enployee - Revision history

Simon Clive at 06:54, 8 July 2011

2011-07-08T06:54:40Z

Simon Clive at 05:28, 8 July 2011

2011-07-08T05:28:26Z

Simon Clive: Created page with " Create New Employee Can you create a New Employee? All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system. All Empl..."

2011-06-27T03:32:54Z

Created page with " Create New Employee Can you create a New Employee? All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system. All Empl..."

New page

Create New Employee

Can you create a New Employee?

All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system.
All Employees that are required to use ERP must be assigned a Log on and Password.
All Reps must first be an Employee before they can become a Rep.

If using Payroll<LinkId=20> you should create the necessary payroll items (awards, allowances, deductions etc) before creating the employee records.

Creating a New Employee

From the Main Menu screen select the Employee with a green+ button
A New clean Employee card will appear. You will be in the Information Tab.

The following information must be entered in the default tabs:

First Name
Last Name
Default Department
Date of Birth
Date Started

Then enter further details: As required

ADDRESS<LinkId=108>
Record here the home address and email address of the employee.

You can also nominate whether you want emails sent from ERP by this employee to show the system email
address or the employee's email address as the from address if you have chosen to use the ERP Email Fax Server.
See Preferences<LinkId=240> If you use the users email client this selection is not required.

ALLOWANCES
Allowances that are to be paid in most pays can be entered here so that they will automatically populate the employees
pay record. Allowances are selected from a list and must be created in Payroll/Allowances<LinkId=160> The Award should be selected
in the Pay_Details<LinkId=149> tab before entering information in this screen and follow the prompts at the bottom of each page.

BANKING
Standard banking details are recorded here for Payroll purposes including dollar or percentage splits into multiple accounts.

COMMISSION
ERP allows you to configure commission calculatioon criteria to suit your business, at an employee level. In other words
different criteria can be assigned to each employee.

CUSTOM FIELDS
The Custom Fields can be used for extra details regarding that Employee, This will then show up when you
bring up the Employee List.

DEDUCTIONS
Deductions that are to be made from most pays can be entered here so that they will automatically populate the
employees pay record. Deductions are selected from a list and must be created in Deductions<LinkId=163> Deductions can be
adjusted for each pay run. The Award should be selected in the Pay_Details<LinkId=149> tab before entering information
in this screen and follow the prompts at the bottom of each page.

DOCUMENTS
The Documents tab enables all Letters, Emails and Faxes that have been created from within the Employee Tab
to be saved into this area. This area is for the creation and recording of documents. You cannot email or fax
from this page.

FRINGE BENEFITS<LinkId=111>
This area is for recording fringe benefits provided to an employee.

Typically an employee would not have access to Payroll details, this would be determined in Access Levels.
If they do not have access, the payroll fields will be removed from the Main Menu for that employee.

@@ Line 1: / Line 1: @@
 '''Create New Employee'''
 Can you create a New Employee?
@@ Line 5: / Line 5: @@
 All staff that are on the '''Payroll '''must be entered into '''ERP''', even if they are not required to Log on to the system. '''All''' Employees that are required to use '''ERP''' must be assigned a'''Log on''' and '''Password'''. '''All''' Reps must first be an'''Employee''' before they can become a '''Rep'''.If using Payroll you should create the necessary payroll items awards, allowances, deductions etc before creating the employee records.
 '''Creating a New Employee'''
 *From the '''Main Menu''' screen select the '''Employee +''' button which will open the Employee card in the Information screen.
 *The following information '''Must''' be entered in the Default Tabs.
 *'''First Name - Last Name -&nbsp; Default Department -&nbsp; Date of Birth - Date Started. '''Then enter further details as required
 *Select the '''Address''' button and record here the home address and email address of the employee.&nbsp;
 *In the '''Send From''' field you can Select either '''Employee address''' which will display the employees email address on emails sent from ERP or '''System address''' to show the System address on outgoing emails.&nbsp;
 *'''Allowances''' that are to be paid in most pays can be entered here so that they will automatically populate the employees pay record. '''Allowances '''are selected from a '''Drop Down List''' and must be created in '''Payroll - Allowances'''''<br>''
-Standard '''Banking'''&nbsp; banking details are recorded here for Payroll purposes including dollar or percentage splits into multiple accounts.
+*Standard '''Banking'''&nbsp; banking details are recorded here for Payroll purposes including dollar or percentage splits into multiple accounts.
 *'''Commission''' allows you to configure commission calculatioon criteria to suit your business, at an employee level. In other words different criteria can be assigned to each employee.
 *'''Custom Fields''' can be used for extra details regarding that Employee, This will then show up when you bring up the '''Employee List.'''
 *'''Deductions''' that are to be made from most pays can be entered here so that they will automatically populate the employees pay record. '''Deductions''' are selected from a '''Drop Down List''' and must be created in '''Payroll''' - '''Deductions'''. Deductions can be adjusted for each pay run.
-*The '''Award''' should be selected in the '''Payroll Module''''''- Employee - Pay Details''' button before entering information in this screen and follow the prompts at the bottom of each page.
+*The '''Award'''should be selected in the'''''<i>Payroll Module'</i>'''- Employee - Pay Details''' button before entering information in this screen and follow the prompts at the bottom of each page.
 *'''Documents/Skills''' enables all '''Letters, Emails''' and'''Faxes''' that have been created from within the Employee button to be saved into this area. This area is for the creation and recording of documents. You cannot email or fax from this page.
 *The'''Fringe Benefits''' area is for recording fringe benefits provided to an employee.
 '''N.B '''Typically an employee would not have access to'''Payroll''' details, this would be determined in '''Access Levels'''. If they do not have access, the'''Payroll''' fields will be removed from the '''Main Menu''' for that employee.

@@ Line 1: / Line 1: @@
-Create New Employee
+Can you create a New Employee?
-Can you create a New Employee?
+All staff that are on the '''Payroll '''must be entered into '''ERP''', even if they are not required to Log on to the system. '''All''' Employees that are required to use '''ERP''' must be assigned a'''Log on''' and '''Password'''. '''All''' Reps must first be an'''Employee''' before they can become a '''Rep'''.If using Payroll you should create the necessary payroll items awards, allowances, deductions etc before creating the employee records.
-All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system.
+'''Creating a New Employee'''
-All Employees that are required to use ERP must be assigned a Log on and Password.
-All Reps must first be an Employee before they can become a Rep.
-If using Payroll<LinkId=20> you should create the necessary payroll items (awards, allowances, deductions etc) before creating the employee records.
+*From the '''Main Menu''' screen select the '''Employee +''' button which will open the Employee card in the Information screen.
-Creating a New Employee
+*'''Allowances''' that are to be paid in most pays can be entered here so that they will automatically populate the employees pay record. '''Allowances '''are selected from a '''Drop Down List''' and must be created in '''Payroll - Allowances'''''<br>''
-From the Main Menu screen select the Employee with a green+ button
+'''N.B '''Typically an employee would not have access to'''Payroll''' details, this would be determined in '''Access Levels'''. If they do not have access, the'''Payroll''' fields will be removed from the '''Main Menu''' for that employee.
-A New clean Employee card will appear.  You will be in the Information Tab.
-−
-	The following information must be entered in the default tabs:
-−
-First Name
-Last Name
-Default Department
-Date of Birth
-Date Started
-−
-Then enter further details: As required
-−
-ADDRESS<LinkId=108>
-Record here the home address and email address of the employee.
-−
-You can also nominate whether you want emails sent from ERP by this employee to show the system email
-address or the employee's email address as the from address if you have chosen to use the ERP Email Fax Server.
-See Preferences<LinkId=240>  If you use the users email client this selection is not required.
-−
-ALLOWANCES
-	Allowances that are to be paid in most pays can be entered here so that they will automatically populate the employees
-	pay record.  Allowances are selected from a list and must be created in Payroll/Allowances<LinkId=160>  The Award should be selected
-	in the Pay_Details<LinkId=149> tab before entering information in this screen and follow the prompts at the bottom of each page.
-−
-BANKING
-	Standard banking details are recorded here for Payroll purposes including dollar or percentage splits into multiple accounts.
-−
-COMMISSION
-	ERP allows you to configure commission calculatioon criteria to suit your business, at an employee level.  In other words
-	different criteria can be assigned to each employee.
-−
-CUSTOM FIELDS
-	The Custom Fields can be used for extra details regarding that Employee, This will then show up when you
-	bring up the Employee List.
-−
-DEDUCTIONS
-Deductions that are to be made from most pays can be entered here so that they will automatically populate the
-employees pay record.  Deductions are selected from a list and must be created in Deductions<LinkId=163>  Deductions can be
-adjusted for each pay run.  The Award should be selected in the Pay_Details<LinkId=149> tab before entering information
-in this screen and follow the prompts at the bottom of each page.
-−
-DOCUMENTS
-	The Documents tab enables all Letters, Emails and Faxes that have been created from within the Employee Tab
-	to be saved into this area.  This area is for the creation and recording of documents.  You cannot email or fax
-	from this page.
-−
-FRINGE BENEFITS<LinkId=111>
-	This area is for recording fringe benefits provided to an employee.
-−
 Typically an employee would not have access to Payroll details, this would be determined in Access Levels.
-If they do not have access, the payroll fields will be removed from the Main Menu for that employee.