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Employee Information Manager
Contents of this Presentation




 The Key Areas & What they mean



   Create your first Employee File



Initializing & Defining The Employee
          Information Manger
The Key Areas & What they mean


                                             Define the Employee
Define the company
                                          Information that needs to
 within the system.
                                              be captured by the
                                                    system.


               Company           EIM Admin
                Profile




                        Employee
                       Information
                         Manager

      Creating Employee File, updating the employee file.
First Look at
                    Employee Information Manager




             Company         EIM
              Profile       Admin




                  Employee
                 Information
                   Manager

Creating Employee File, Updating the Employee file.
Employee Information Manager

                  • This is where all Employee Information are
    Why?            entered to the system and the Employee
                    File is created.



                                                Employee    Employee
   Where?         • This is done under           Master    Information




                  • Yes.
Is this section
 mandatory?       • But not all sections in the EIM is mandatory
                    to create the employee file.


                  • Next few slides will explain how this is done
    How?
                    in the “EIM Admin” section.
Create your first Employee File
               in
Key Points to Remember


Marked in Pale Yellow are the Mandatory
Fields.

Make sure all Mandatory Fields are
completed.


 The Minimum you will need to fill out to
     create the Employee File are the
             mandatory fields.


     Make sure you always press Save
        after completing each step.
Employee File Creation
         Basic Employee File Creation in a 6 Step Process
Step:1                      Step:2                   Step:3
   Click Employee            Click Personal          Click Job tab Fill
 Information, fill out        tab, fill out                 Job
        details                  details               Information
                         Step:5                      Step:4
                                  Click
   Press                                             Click Job Status
                             Work Station
   Save                                              & fill out details
                           & fill out details
                         Step:6

Click Reporting
Hierarchy from              Add Direct & In
Module Options            Direct subordinates
                                  Save
Employee File Creation Illustrated.
Step 1
                                                             Employee No is auto generated, but can
                                                             be set to manual input upon request.

                                                             It should always be in 6 digits ex: if
                                                             employee no is 50, in the system it
                                                             should be 000050. This length can also
                                                             be adjusted upon request.
                                                              Step 2




  In these sections the minimum you
  will need to complete are the
  mandatory fields.



Tips:* All Mandatory fields will be highlighted in yellow.
Employee File Creation Illustrated contd..

                               Step 3

                                            The                  box should be
                                            ticked off for the newly created
                                            employee profile to be active in the
                                            system.


                                           Step 4




Barcode No should be a unique number for
an employee. This is the number used for
attendance. e.g. Clock Number for the
employee.
Employee File Creation Illustrated contd..

Step 5




                    Should select the appropriate
                    Company structure for the
                    particular employee file that is
                    been created. In this case for
                    Mrs. Marry Anne.

                     Make sure to click to
                     confirm the selection.


                     Finally     Click Save to
                     complete the Employee
                     File creation.
Linking Employees in the Reporting
                              Hierarchy illustrated.
                                         Press Add to search and select
Step 6                                   employee and press Save to
                                         confirm    Direct or   Indirect
                                         subordinates .




                                         Direct                Indirect
                                         Subordinate           Subordinate

 This allows the administrator to view
 Direct & Indirect supervisor.
Congratulations you have created your first Employee File
                           in


                               The completed form will
                               look as the one on the
                               left.


                               Now you can enter further
                               details available on the other
                               tabs as you wish.


                               To enter data to an existing file
                               use Edit button and Save at
                               the end.
Initializing & Defining The Employee Information Manager
                             in
Company Profile


Define the virtual
 company in the
     system.


                     Company
                      Profile
                                               EIM
                                              Admin




                                 Employee
                                Information
                                  Manager
Company Profile

                  • To capture employee data at one or many locations.
                  • To allocate employees according to the organization
    Why?            structure.
                  • To allocate cost centers.



                                                               Company
   Where?         • This is done under            HR Admin
                                                                Profile.




                  • Yes .
Is this section
 mandatory?       • This section builds the structure of the
                    company in the system.


                  • Next few slides will explain how this is done
    How?
                    in the “Company Profile” section.
Company Profile-Structure




           Company
            Profile




            Company
Location                        Cost Center
            Hierarchy
Company Profile

          Defining the Company Profile is a 3 Step Process

                                       Step 1:
         Click Company                                Click
      Profile on the Module                         Location
          Option Menu                    and fill out details and Save




Step 3:                                Step 2:
            Click                                     Click
 Cost Center and fill details            Company Hierarchy and fill
           Save                            out details and Save
Company Profile Cont..

   Under Location You will be defining the location /locations where your company
        .
   is physically located at.

                                Step 1
Enter Company
Location under
  Description




Select Country




    Save
                               Tip: Highlighted in yellow are the mandatory fields.
                                    In all parts "Code” is auto generated.
Company Profile Cont..

 Under Company Hierarchy section you will be defining your company hierarchy.

  Select Level            Step 2
  e.g. Group,
    Sector                                                           Select the
                                                                     relevant from
                                                                     the
   Select top                                                        predefined
hierarchy name                                                       list.

   Type in
  Description
                                                                      System wont
                                                                      allow you to
Select Country &                                                      save with out
    Location                                                          completing
                                                                      these
                                                                      sections.
     Save
Company Profile Cont..

 Under Cost Center you will be defining the different cost centers that associated in
 your company.

                          Step 3
Add the name of
the cost center in
   Description



   Select the
   Hierarchy




      Save


                                         Tips: This section is Mandatory .
EIM Admin


                                  Defines the Employee
                                 Information That will be
                                     captured by the
                                         System.


Company
                     EIM Admin
 Profile




            Employee
           Information
             Manager
EIM Admin

                     • To specify what employee information are captured.
 Why You Do This?    • To organize the captured information.




                                                                          EIM
                                                           HR Admin
Where You Do This?   • This is done under                                Admin




                     • No Not all parts under this section is mandatory .
   Is this section
                     • In fact only one section is mandatory others are will be
    mandatory?         according to company needs.



                     • Next few slides will explain how this is done
 How you do this?
                       in the “EIM Admin” section.
EIM Admin- Structure

 EIM
Admin

        Job
                                     Currency Type
    Information
    Qualification
    Information                      Salary Grade

    Membership                                           Mandatory sections
                                      Corporate
        Benefit                         Title

        Nexus
                     Non Mandatory




                                      Designation
        Census

    Nationality &
      Religion
    Geographical
      Location

   Extracurricular
      Activities

   Dynamic Fields
Job Information Structure


                                 Job
                             Information




Currency                                     Corporate
                     Salary Grade                                 Designation
  Type                                         Title


Pre-defined




  Next Few Slides we will be looking How we define these mandatory tabs.
Job Information

  Defining the Job Information in 3 Step Process

                                    Step 1:
                                        Click
                                 Salary Grade fill out
                                  details and Save




  Step 3:                            Step 2:
       Click                             Click
Designation fill out            Corporate title fill out
 details and Save                 details and Save
Job Information- Salary Grade
Salary Grade is also referred as Pay Grade are available in the company
are defined.
                            Step 1:
 Enter Salary
 Grade Name

Select Currency


Select Hierarchy


 Set the salary
either Range or
      Slot
                            Range:
                                                  Mid point will be
                            You will be setting
                                                  calculated automatically.
     Save                   the Salary Range
                            for this particular
                            Salary Grade.
Job Information-Corporate Title

                Company Titles are defined in this section.
                              Step 2:
   Enter
 Company
  Titles in
Description


Select salary
   Grade


   Select
 Hierarchy                   Top in Hierarchy Should
                             only be ticked if the
                             defining Salary Grade is at
                             the very top.
    Save
Job Profile-Designation

            Here you defines the designations in the company.
                            Step 3:
 Type in the
Designation in
 Description


Select Corporate
       title



Select Hierarchy


                             By ticking Senior Management box you will
     Save                    be able to retrieve the defining designation
                             when a report is run to capture all Senior
                             Managers.
Congratulations You have successfully completed the processes of
   Initializing & Defining The Employee Information Manager
                                in
Employee Information Manager

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Employee Information Manager

  • 1.
  • 3. Contents of this Presentation The Key Areas & What they mean Create your first Employee File Initializing & Defining The Employee Information Manger
  • 4. The Key Areas & What they mean Define the Employee Define the company Information that needs to within the system. be captured by the system. Company EIM Admin Profile Employee Information Manager Creating Employee File, updating the employee file.
  • 5. First Look at Employee Information Manager Company EIM Profile Admin Employee Information Manager Creating Employee File, Updating the Employee file.
  • 6. Employee Information Manager • This is where all Employee Information are Why? entered to the system and the Employee File is created. Employee Employee Where? • This is done under Master Information • Yes. Is this section mandatory? • But not all sections in the EIM is mandatory to create the employee file. • Next few slides will explain how this is done How? in the “EIM Admin” section.
  • 7. Create your first Employee File in
  • 8. Key Points to Remember Marked in Pale Yellow are the Mandatory Fields. Make sure all Mandatory Fields are completed. The Minimum you will need to fill out to create the Employee File are the mandatory fields. Make sure you always press Save after completing each step.
  • 9. Employee File Creation Basic Employee File Creation in a 6 Step Process Step:1 Step:2 Step:3 Click Employee Click Personal Click Job tab Fill Information, fill out tab, fill out Job details details Information Step:5 Step:4 Click Press Click Job Status Work Station Save & fill out details & fill out details Step:6 Click Reporting Hierarchy from Add Direct & In Module Options Direct subordinates Save
  • 10. Employee File Creation Illustrated. Step 1 Employee No is auto generated, but can be set to manual input upon request. It should always be in 6 digits ex: if employee no is 50, in the system it should be 000050. This length can also be adjusted upon request. Step 2 In these sections the minimum you will need to complete are the mandatory fields. Tips:* All Mandatory fields will be highlighted in yellow.
  • 11. Employee File Creation Illustrated contd.. Step 3 The box should be ticked off for the newly created employee profile to be active in the system. Step 4 Barcode No should be a unique number for an employee. This is the number used for attendance. e.g. Clock Number for the employee.
  • 12. Employee File Creation Illustrated contd.. Step 5 Should select the appropriate Company structure for the particular employee file that is been created. In this case for Mrs. Marry Anne. Make sure to click to confirm the selection. Finally Click Save to complete the Employee File creation.
  • 13. Linking Employees in the Reporting Hierarchy illustrated. Press Add to search and select Step 6 employee and press Save to confirm Direct or Indirect subordinates . Direct Indirect Subordinate Subordinate This allows the administrator to view Direct & Indirect supervisor.
  • 14. Congratulations you have created your first Employee File in The completed form will look as the one on the left. Now you can enter further details available on the other tabs as you wish. To enter data to an existing file use Edit button and Save at the end.
  • 15. Initializing & Defining The Employee Information Manager in
  • 16. Company Profile Define the virtual company in the system. Company Profile EIM Admin Employee Information Manager
  • 17. Company Profile • To capture employee data at one or many locations. • To allocate employees according to the organization Why? structure. • To allocate cost centers. Company Where? • This is done under HR Admin Profile. • Yes . Is this section mandatory? • This section builds the structure of the company in the system. • Next few slides will explain how this is done How? in the “Company Profile” section.
  • 18. Company Profile-Structure Company Profile Company Location Cost Center Hierarchy
  • 19. Company Profile Defining the Company Profile is a 3 Step Process Step 1: Click Company Click Profile on the Module Location Option Menu and fill out details and Save Step 3: Step 2: Click Click Cost Center and fill details Company Hierarchy and fill Save out details and Save
  • 20. Company Profile Cont.. Under Location You will be defining the location /locations where your company . is physically located at. Step 1 Enter Company Location under Description Select Country Save Tip: Highlighted in yellow are the mandatory fields. In all parts "Code” is auto generated.
  • 21. Company Profile Cont.. Under Company Hierarchy section you will be defining your company hierarchy. Select Level Step 2 e.g. Group, Sector Select the relevant from the Select top predefined hierarchy name list. Type in Description System wont allow you to Select Country & save with out Location completing these sections. Save
  • 22. Company Profile Cont.. Under Cost Center you will be defining the different cost centers that associated in your company. Step 3 Add the name of the cost center in Description Select the Hierarchy Save Tips: This section is Mandatory .
  • 23. EIM Admin Defines the Employee Information That will be captured by the System. Company EIM Admin Profile Employee Information Manager
  • 24. EIM Admin • To specify what employee information are captured. Why You Do This? • To organize the captured information. EIM HR Admin Where You Do This? • This is done under Admin • No Not all parts under this section is mandatory . Is this section • In fact only one section is mandatory others are will be mandatory? according to company needs. • Next few slides will explain how this is done How you do this? in the “EIM Admin” section.
  • 25. EIM Admin- Structure EIM Admin Job Currency Type Information Qualification Information Salary Grade Membership Mandatory sections Corporate Benefit Title Nexus Non Mandatory Designation Census Nationality & Religion Geographical Location Extracurricular Activities Dynamic Fields
  • 26. Job Information Structure Job Information Currency Corporate Salary Grade Designation Type Title Pre-defined Next Few Slides we will be looking How we define these mandatory tabs.
  • 27. Job Information Defining the Job Information in 3 Step Process Step 1: Click Salary Grade fill out details and Save Step 3: Step 2: Click Click Designation fill out Corporate title fill out details and Save details and Save
  • 28. Job Information- Salary Grade Salary Grade is also referred as Pay Grade are available in the company are defined. Step 1: Enter Salary Grade Name Select Currency Select Hierarchy Set the salary either Range or Slot Range: Mid point will be You will be setting calculated automatically. Save the Salary Range for this particular Salary Grade.
  • 29. Job Information-Corporate Title Company Titles are defined in this section. Step 2: Enter Company Titles in Description Select salary Grade Select Hierarchy Top in Hierarchy Should only be ticked if the defining Salary Grade is at the very top. Save
  • 30. Job Profile-Designation Here you defines the designations in the company. Step 3: Type in the Designation in Description Select Corporate title Select Hierarchy By ticking Senior Management box you will Save be able to retrieve the defining designation when a report is run to capture all Senior Managers.
  • 31. Congratulations You have successfully completed the processes of Initializing & Defining The Employee Information Manager in