Open HR Admin
- Go to "HR" Menu
- Click on "People" Sub menu
- Click on '+' Button, it will take you to Employee create screen
Create Employee
- Select the type of employee you want to create
- Select "Contractor" If the employee you are creating is contractor.
- Select "Employee (Payroll 16th)" If the employee payroll is starting from 16th of the Week.
- Select "Employee (Payroll 1st)" If the employee payroll is starting from 1st of the Week.
- Enter other details
- Enter general detail like Name, Hire Date, Date of Birth, Company etc
- Enter further details like contact details in Contact Tab
- Click on "more..." Tab and select Clearances
- Add Clearances of the employee
Job Role
- Click on More Button & Seelct "Job Data"
- Enter Job Role from the list e.g Admin, Executive, Consultant.
Access Menu will be assigned to employee on the basis of Job role. e.g Consultant can book time for himself but Admin can book time for others. etc
Time Off/WorkSchedule
- Seelct Time-Off from More Menu
- Enter appropraite Work Schedule, based on the workschedule Holiday calendar and Week end will be defined. e.g "PT NO HOL" Will not have any Holidays & "PT PERM NSW MTWT" This is for Part Time Permanent Employee works in NSW & having Friday OFF.
iBE.net Access
- Select iBE.net Access from More menu
- Select New User for assigning iBE access and creating a new user for him
- It will give you option to choose the type of user you want to create e.g Standard User, System Admin etc
leave Policy
- Select "Compensation" from More menu
- Enter Time-Off Rule based on this, leaves will be assigned to the employees e.g Annaul leave will be assigned to those whose Time-off rule will be Full Time