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HR - Employee History

    The Employee History included in the Human Resources Module allows you to keep records of all salary adjustments and position changes of employees within the company.

     

    View Employees History


    To view the Employee History records, proceed as follows:

    1. Select the Employment History option from the Query or Edit / Human Resources dropdown menu. The Browse Employment History window will be displayed.

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      The options available from this window are:
    1. View options. The options are used to select the order in which the employee history records are to be viewed.
    2. From Date. Used to select the date from when the employee history records are to be viewed.
    3. Group Select button. This button is used to select a group of employees whose history records are to be viewed. By default, all employees will be viewed.
    4. Employee History List. This is a list of employees and provides the following employment history information for each employee listed:
    1. Date. This is the date of the particular employment history record.
    2. Employee. This is the employee’s personal employment number and name.
    3. Position. This is the position the employee held for the particular record.
    4. Salary. This is the salary of the employee for this period.
    5. Link. If there is any additional information with regards to the particular record (i.e. a text file of additional information), this column is an active link to the particular information and by clicking on the link the associated file can be opened.
    1. Send To button. Used to send the current window’s information to a printer, a file or as e-mail.
    2. Add button. This button is used to add a new employee history record to the list.
    3. Change button. This button is used to change the details of an existing history record.
    4. Remove button. Used to remove an existing history record from the list.
    5. Close button. Will close the window.

    View an Employee’s History Record


    To view the History record for an employee, proceed as follows:

    1. When the Browse Employee window is displayed, select and highlight the employee whose history record is to be viewed and then click on the History link on the left of the window. The Browse Employment History window will be displayed.

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      The options available from this window are:
    1. Employee. The employee’s number and name of the selected employee are displayed.
    2. From Date. Used to select the date from when the history records are to be viewed.
    3. Employee History List. This is a list of the employee’s history records and provides the following information:
    1. Date. This is the date of the employment history record.
    2. Position. This is the position the employee held for the particular record.
    3. Salary. This is the salary of the employee for the record period.
    4. Link. If there is any additional information with regards to the particular record (i.e. a text file of additional information), this column is an active link to the particular information and by clicking on the link the associated file can be opened.
    1. Add button. This button is used to add a new employee history record for the selected employee.
    2. Change button. This button is used to change the details of an existing history record for the selected employee.
    3. Remove button. Used to remove an existing history record from the list for the selected employee.
    4. Close button. Will close the window.

    Adding a History Record


    To add a new employee history record, proceed a follows:

    1. When the Browse Employment History window is displayed, select the Add button. The Adding a History Record window will be displayed.

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    2. Select the General option.
    3. Use the Date select button and select the date for the record (when the employee’s status changed) and use the Employee select button to select the particular employee for whom the record is being created.
    4. Use the Position Code select button to select the current/new employee’s position from the pre-defined list and type in the employee’s current/new salary in the Salary text box.
    5. If there is any additional information with regards to the particular record (i.e. a text file of additional information), use the Link button to open the standard windows explorer to locate the particular file.
    6. If required, use the Notice Period box to enter the number of days of the notice period that applies to the employee.
    7. If the employee is on probation, use the On Probation until select button and select the date when the employee’s probation period ends.
    8. The Temporary Employee check box is used to identify a temporary employee.
    9. If required, select the Job Description option and type in the current/new job description for the employee.
    10. If the employee is a contract worker, use the Contract option to capture the contract information.
    11. If required, use the Comment option to add any additional information in the text box provided.
    12. If set up from the Configuration Module, use the Other option and add any other information required.
    13. Select the Ok button to save the record and to add it to the list.

    Change a History Record


    To change an employee’s history record, proceed as follows:

    1. At the Browse Employment History window, select the employee history record that is to be changed in the list and then click on the Change button. The Changing a History Record window will be displayed.
    2. Make the necessary changes as required and then select the Ok button to save these changes.

    Remove a History Record


    To remove an employee’s history record, proceed as follows:

    1. At the Browse Employment History window, select and highlight the employee history record that is to be removed and then click on the Remove button.
    2. When the delete confirmation window is displayed, select the Yes button to remove the record from the list.

     

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    Page last modified 10:53, 11 Jul 2014 by Admin CS Time/TNA Documents > User Module > Human Resources > HR - Employee History

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