Difference between revisions of "New Employee"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | All staff that are on the Payroll must be entered into ERP, even if they are not required to Log on to the system. <u>All Employees that are required to use ERP must be assigned a Log on and Password.</u> 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''' | ||
| + | |||
| + | *Select the EMPLOYEE button | ||
| + | *A New clean Employee card will appear. You will be in the Information Tab. | ||
| + | |||
| + | The following information is required before you can access other tabs: | ||
| + | |||
| + | *First Name | ||
| + | *Last Name | ||
| + | *Default Department | ||
| + | *Date of Birth | ||
| + | *Date Started | ||
| + | *Sex (This will auto fill if a salutation is entered i.e. Mr, Mrs, Ms) | ||
| + | |||
| + | Other Employee Tabs where Payroll is not enabled are: | ||
| + | |||
| + | *[[ADDRESS]] | ||
| + | *[[CUSTOM FIELDS]] | ||
| + | *[[DOCUMENTS]] | ||
| + | *[[FRINGE BENEFITS]] | ||
| + | |||
| + | NOTES | ||
| + | |||
| + | [[PHOTO ID]] [[REPORT]] [[WORKCOVER]] | ||
| + | |||
| + | If Payroll is enabled the following tabs will also be available: | ||
| + | |||
| + | *[[ALLOWANCES]] | ||
| + | *[[BANKING]] | ||
| + | *[[COMMISSION]] | ||
| + | *[[DEDUCTIONS]] | ||
| + | *[[HOURS]] | ||
| + | *[[LEAVES]] | ||
| + | *[[PAY DETAILS]] | ||
| + | *[[PAY HISTORY]] | ||
| + | *[[SUPERANNUATION]] | ||
| + | *[[TAXATION]] | ||
| + | |||
| + | <br> '''How to Assign a Password''' | ||
| + | |||
| + | *Select the PASSWORD button on the bottom of the New Employee Card. | ||
| + | *When the Password Button has been opened, please assign a Log on Name and Password for the New Employee. | ||
| + | |||
| + | All employees required to use ERP must be allocated with a Logon and Password to access the system. | ||
| + | |||
| + | *When you have completed the Log on and Password, click on the Access Level Button found on the bottom right. | ||
| + | *Select the access levels required for the Employee. See Access Levels | ||
| + | *When the Log on, Password and Access Levels have been completed, click save in all areas | ||
| + | |||
| + | Drop Down Menu | ||
| + | |||
| + | All areas of the ERP interface can be accessed by the Drop-Down Menu found at the top of the ERP window. | ||
| + | |||
| + | The Employee Tab can be accessed by using the Employee Drop-Down Menu. | ||
Latest revision as of 18:52, 1 December 2015
Overview
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
- Select the EMPLOYEE button
- A New clean Employee card will appear. You will be in the Information Tab.
The following information is required before you can access other tabs:
- First Name
- Last Name
- Default Department
- Date of Birth
- Date Started
- Sex (This will auto fill if a salutation is entered i.e. Mr, Mrs, Ms)
Other Employee Tabs where Payroll is not enabled are:
NOTES
If Payroll is enabled the following tabs will also be available:
- ALLOWANCES
- BANKING
- COMMISSION
- DEDUCTIONS
- HOURS
- LEAVES
- PAY DETAILS
- PAY HISTORY
- SUPERANNUATION
- TAXATION
How to Assign a Password
- Select the PASSWORD button on the bottom of the New Employee Card.
- When the Password Button has been opened, please assign a Log on Name and Password for the New Employee.
All employees required to use ERP must be allocated with a Logon and Password to access the system.
- When you have completed the Log on and Password, click on the Access Level Button found on the bottom right.
- Select the access levels required for the Employee. See Access Levels
- When the Log on, Password and Access Levels have been completed, click save in all areas
Drop Down Menu
All areas of the ERP interface can be accessed by the Drop-Down Menu found at the top of the ERP window.
The Employee Tab can be accessed by using the Employee Drop-Down Menu.
