HR Module Setup
Step 1: General directory
Path: Administration/General Directory
The General Directory is used to enter and view data such as termination code, NFZ department, Specil Medical Conditions, 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. |
| ZUS Relationship Code | ZUS Relationship Code |
Step 5: Labor Contract Types
Path: Employment Contracts
The system allows users to manage a custom classifier for types of labor contracts. Users can define this classifier independently.
Employment 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: Unions
Path: 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. |
| No. of Members Employed | 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. |
Step 7: Miscellaneous Articles
Path: Adminnistration/Misc. Articles
The Miscellaneous Information directory enables users to create arbitrary codes and maintain records of various employee-related information.
| Field | Description |
|---|---|
| Code | The code for miscellaneous information. |
| Description | A brief description of the miscellaneous information. |