Edit Manually
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- Open Workforce → Administration
- Search Employee and click Profile button
- Edit Employee Profile or Employment
Change Employee Profile from Upload
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- 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.