Difference between revisions of "1 Create New Enployee"
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| + | '''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 you should create the necessary payroll items awards, allowances, deductions etc before creating the employee records. | |
| − | + | '''Creating a New Employee''' | |
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| − | + | *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 - Default Department - 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. | ||
| + | *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. | ||
| − | + | *'''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''' 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. | ||
| + | *'''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. | |
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| − | Typically an employee would not have access to Payroll details, this would be determined in Access Levels. | + | |
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Revision as of 16:28, 8 July 2011
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 aLog on and Password. All Reps must first be anEmployee 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 - Default Department - 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.
- 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.
- 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
Standard Banking 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.
- Documents/Skills enables all Letters, Emails andFaxes 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.
- TheFringe Benefits area is for recording fringe benefits provided to an employee.
N.B Typically an employee would not have access toPayroll details, this would be determined in Access Levels. If they do not have access, thePayroll fields will be removed from the Main Menu for that employee.
