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Click on the link below to go to the appropriate tab you wish to review
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Details AnchorDetails Details
Details | |
Details |
This tab allows you to enter the details of the employee's job. We recommend if there is a job change or any details to be updated you scroll to the bottom of the page and click create for a new record, allowing a history of all details. We have also provided a clone function, allowing a new record with the same details, that you can amend.
You will see the history section at the bottom of the page as well, you can click on any of those records, and it will bring up those details. allowing you to view all records against this tab
In the general section you have the start date and end date - This end date is typically used for a short-term contract or a temporary job role change. There is a separate section for a leave date further down the page. These date fields can have alerts configured to them
There are also options for original start dates and continuous service dates as well if you have TUPE transfers. All service years and service months are automatically calculated.
Within details you have the ability to select multiple drop downs, to build a record of your dropdowns regarding employee's job role. These drop downs dropdowns are fully customisable within creating and editing manage lookups and can be populated by admin users, tailoring it to your business needs. If you have our timesheet and expense functions, you can also apply the details here. Please contact our Support Team support if you would like to know more about this.
People Manager provides you with a notice section, this allows you to set up probation timeframes and configure alertsfor reminders. You will also see a The notice date field , this allows you to enter the date the employee handed in their notice.
Within the leaver section we have provided a reason dropdown for you. When you enter the leave date, the system will automatically change their status to left 28 days after their leave date, you can also configure an alert for this field. To access a leaver's record, you can click on the show leavers box in the lefthand menu.
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The email address set on this page will be used for the user's login. If you wish employees to be able to log into the system this must be set , and all email addresses must be unique. A warning message will appear if the email address has been used before.
Within structure you can set up your divisions and departments, by creating divisions and departments within manage lookups and assigning these to your employees, you can create a tree structure within the lefthand menu of employees. You can also build reports based on divisions and departments giving you a greater insight into your business.
There is a date field to allow a history audit of changes. Any changes you wish to make, we recommend you click create or clone. When , when you have made your changes click save.
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We have provided an area for you to capture any further information you require. The type field dropdown can be built within manage lookups and the registration field is a free text field.
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You can hold basic information about references within this section. The result drop down dropdown is prepopulated 3 options.
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Recruitment AnchorRecruitment Recruitment
Recruitment | |
Recruitment |
This section allows you to record if the employee was introduced by another employee, the drop down dropdown will show all employees in the business. You can also use source and manage the look up by adding recruitment agencies into the drop down dropdown list.
Lookup dropdowns and alerts for this section Anchorlookup lookup
lookup | |
lookup |
Here is the list of dropdown lists and alerts can configure for the personal section. Go to creating and editing manage lookups to find out how to add or change your dropdown lists and alert configurationto set up your reminders.
Contract section: | ||
Where in People Manager | Name of dropdown | Name within manage lookups |
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Details tab | Reason | Contract reasons |
Details tab | Grade | Contract grades |
Details tab | Job title | Job titles |
Details tab | Status | Contract status |
Details tab | Full/part | Full/part time |
Details tab | Perm/temp | Perm/temporary |
Details tab | Job family | Job families |
Details tab | Timesheet group | See timesheet and expense typestimesheet groups |
Details tab | Cost code | Cost codes |
Details tab | Expenses group | See timesheet and expense typesgroups |
Details tab | Period | Periods |
Details tab | Reason | Leave reasons |
Organisation tab | Status | Status |
Organisation tab | Division | Divisions |
Organisation tab | Region | Regions |
Organisation tab | Location | Locations |
Organisation tab | Department | Departments |
Organisation tab | Team | Teams |
Additional tab | Type | Additional type |
References tab | Result 1, 2, & 3 | Reference results |
Recruitment tab | Source | Agencies |
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