Edit Manually

    • Open Workforce Administration
    • Search Employee and click Profile button
    • Edit Employee Profile or Employment

Change Employee Profile from Upload

    • Open Workforce Administration
    • Click on Upload Employee Data button
    • Select the type of data to upload and download the template.
    • Complete the template
    • Upload the Excel Template

Masters

Policy

Policy is setup using Workforce Policy menu item.  For details see document management system. 

Location

Workforce Employment Locations grid

  • Time Zone

Notice Period

Default Notice Period

Workforce Employment Locations

Notice Period in Probation, Notice Period

New Employee

Based on the status of Employee Notice Period will be populated from Master and can be changed.

Existing Employee

Workforce Administration Profile Notice Period

This can be done when employee  get confirmed or any other requirement to change notice period 

Usage of notice period

Resignation Request Shortfall Calculation and last working Day.

Last working day is populated notice period in Employment/Notice Period in Probation, Notice Period in setting depending upon status

Shortfall days is used in Full and Final

Probation Period

Set Date To in Workforce Employment Status grid

Probation ending notification is generated 1 month before end of Probation. By default the notification goes to HR of Employee but can be overridden by GetProbationCompletionEmployee function in customization. For example to Reporting Manager

Category Ending Notification

Set Date To Workforce Employment Category grid

Category Ending Notification is generated 1 month before end of Category like Contract, Trainee, Consultant etc.