"HR Module Setup" scenario
Step 1: General directory
Path: Administration/General Directory
The General Directory is used to enter and view data such as employment conditions, military registration group, e-reasons for disability, etc. To view a specific type of data, select the desired item from the list in the Type field.
Regardless of the type, each section in the directory creates a separate entry with the following parameters:
General directory page.
| Field | Description |
|---|---|
| Code | The reference information code. |
| Name | A brief description of the reference information. |
| Full name | A more detailed description of the reference information. |
| Note | A comment regarding the reference code. |
| Description (English) | A detailed description of the reference information in English. |
Step 2: Personal Information Codes
Path: Personal Information Codes
The classifier for personal information consists of several directories, facets. Each facet has the following structure:
• The first row in the facet with the code "empty" represents the facet name. • Other rows, until the next row with an empty code, correspond to defined dictionary values. Each facet is linked to specific fields in the Employee and/or Person tables.
Page: Personal Information Codes.
| Field | Description |
|---|---|
| Group | The facet code. |
| Code | The code of the dictionary element within the current facet. The empty code means the row is the title of a new facet. |
| Name | A description of the dictionary/facet element. |
| Description (English) | A description of the dictionary/facet element in English. |
| Priority | Used to define the order of personal information codes, if needed. |
Step 3: Qualification and skills
Path: Administration/Qualifications
This directory allows you to classify employee qualifications. For example, you can use the qualification directory to identify which employees possess specific skills, such as foreign language proficiency.
To create a new qualification code, click "New".
Qualification page.
| Field | Description |
|---|---|
| Code | The qualification code used within the system. |
| Description | A description of the qualification code. |
Qualified employees | The Yes value in this field indicates that there are employees with the specified qualification code. Clicking this value displays a list of employees who possess the specified qualification.
On the Related tab, using the Qualification Overview button, you can configure the Column Set and review which qualifications each employee in the company has.
The Qualification Overview Matrix page has a tabular structure. Rows correspond to the list of company employees, and the columns correspond to the list of qualifications. A Yes value at the intersection of a row and column indicates that the employee possesses the corresponding qualification.
Step 4: Relatives
The Relatives directory is used to enter information about an employee’s relatives.
Relatives page.
| Field | Description |
|---|---|
| Code | The reference information code. |
| Description | A brief description of the reference information. |
| Description (English) | A detailed description of the reference information in English. |
Step 5: Labor Contract Types
Path: Administration/Labor Contracts
The system allows users to manage a custom classifier for types of labor contracts. Users can define this classifier independently.
Labor Contracts page.
| Field | Description |
|---|---|
| Code | The labor contract group code. |
| Description | A description of the labor contract group. |
| Number of Contracts | The number of active employees within this group. Clicking this field opens the Employee List page, displaying employees with this type of contract. |
Step 6: Trade Unions
Path: Trade Unions
The system enables maintaining a directory of trade unions.
| Field | Description |
|---|---|
| Code | The reference information code. |
| Name | A brief description of the reference information. |
| Description (English) | A detailed description of the reference information in English. |
| Phone | The contact phone number of the trade union. |
| Employees Q-ty | The number of active employees within this group. Clicking this field opens the Employee List page, showing employees who belong to this trade union type. |
You can assign a trade union code to an employee on the Employee Card and generate the Employee - Trade Union report to view employees in specific trade unions.
Step 7: Miscellaneous Information Codes
Path: Adminnistration/Miscellaneous Information
The Miscellaneous Information directory enables users to create arbitrary codes and maintain records of various employee-related information.
| Field | Description |
|---|---|
| Miscellaneous Info Code | The code for miscellaneous information. |
| Description | A brief description of the miscellaneous information. |
| Serial Number | The serial number of the miscellaneous information. |
| Valid from | The start date for the usage/effectiveness of the information. |
| Valid to | The end date for the usage/effectiveness of the information. |
| Active | A checkbox indicating whether the information is active. |
| Comment | Specifies whether the operation includes a comment (possible values: Yes/No). |
Step 8: Combinations of types and attributes
Path: Attribute-Event Combinations
The system uses various attributes and events, as well as their combinations, for maintaining electronic labor activity (E-Labor Activity Scenario) and generating other HR orders (Other HR Orders Scenario). The system includes attributes and events regulated by Ukrainian legislation, necessary for approving:
• Labor Contract Lines, • Vacation Orders, • Other HR Orders.
The list of attributes and events, along with their combinations, can be expanded on the HR Attributes page to meet specific client requirements (depending on the types of other HR orders used in the organization).
HR attributes page
| Field | Description |
|---|---|
| Type | HR Attribute Type: Attribute or Event. |
| Code | The HR attribute code. For legislatively regulated attributes and events, codes are based on normative acts and cannot be changed. For custom attributes and events, arbitrary codes can be specified. |
| Name | The name of the attributes and events. |
| Create E-Activity | This setting is specified only for the "Attribute" type. When enabled, a record in E-Labor Activity is created when the corresponding document is posted (E-Labor Activity scenario). Applicable only to legislatively regulated attributes. |
The combination of attributes and events displays a matrix of possible event values when selecting a specific attribute. For attributes and events regulated by the legislation of Ukraine, such a relationship is specified on the Attribute-Type Combination page. When adding any attributes by the user, it is necessary to specify possible event values for them.
It should be noted that the presence of regulated attributes and events in the system is mandatory regardless of whether users use the functionality of E-labor activity or not. Without the presence of these attributes and events in the system, users cannot approve the lines of Labor Contracts.
Step 9: "Document Type" General Directory Type
Path: Administration/General Directory/Document Type
To create records in E-labor activity, the Document Type field is required. It is a document-basis for various HR events for an employee. In accordance with the legislation of Ukraine, there is a certain list of documents that serve as the basis for the created records in E-labor activity. These types of documents were created as a "Document Type" General Directory and are used to create: • Labor Contract lines, • Vacation orders, • Other HR orders.
The list of documents can be expanded to meet individual customer requirements to create other HR orders.
It should be noted that the presence of regulated document types in the system is mandatory regardless of whether users use the E-labor activity functionality or not. Without a list of document types in the General Directory, users will not be able to approve Labor Contract lines.