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Employee Details (Biographical)

Introduction

This document outlines the windows & processes that are available to manage employee details.

Getting There:

[ NAV ] –> Biographical

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Introduction

In PowerForce we distinguish two types of employee details, managed by two forms (where some information overlaps)

  • Employee Personnel Details - where general information relating to an ability to schedule employees and non-pay details.
  • Employee Pay Rate Details - where more payroll related information is maintained. The reasoning is that scheduling staff have no need to see the employee pay rates, and hence the creation of two employee maintenance screens.

PowerForce has seperated employee details

Overview

These windows are used to update data entered through the “Employee” wizard and add additional data not required in the wizard.

Following is an overview of fields available from the indicated windows and tabs within these windows.

Maintain Personnel Details

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1. Gallery Gallery button
A.      Click this button to display the picture gallery
B.      Click on a picture to select it

C.      Click the Ok button to assign it to an employee

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2. The “Address” tab
A.     This is the default tab when the window opens
3. The “Phone” tab

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4. The “Employment” tab

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Fields of Note

Inactive

Check this box to stop this employee from being displayed or used by the system.

5. The “Specs” tab

 

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6. The “Next of Kin” tab

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7. The “Dependants” tab

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Maintain Personnel Rates

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1. Position tab
A.  This is the default tab when the window opens
B.      It shows the employees current classification and current employment type
2. Rates tab
A.      This window shows current rates based on the classification code selected

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3. Allow/Dedns tab
A.      Double click a row to select an Allowance / Deduction then complete the remaining fields

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4. Payments tab
A.      This table shows a history of payments made to this employee

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5. Super tab
A.      This table shows a history of payments made to this employee superannuation fund

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6. Tax tab

  1. This tab shows details for the employee’s payment summary

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Maintain Personnel Availability

 

This window provides a year planner view of the employee.

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Maintain Operational Details

The purpose of this window is to keep records of the employees day-to-day work activities.

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1. Set Inactive button
A.      Click to set the employee inactive or active
2. Availability button
A.      Displays the “Maintain Personnel Availability” window
3. Preferences button
A.      Sets employee scheduling preferences
B.      This window is primarily used with the “Optimised Scheduler” – an additional PowerForce module
4. Next of Kin tab
A.      This is the default tab when the window opens
5. Specs tab
A.      Lists licences held by the employee
B.      In PowerForce a licence is training that must be renewed i.e. it expires
C.      Double click an empty row to add a new licence

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6. Exclusions tab
A.      These fields display a list of sites from which the employee has been excluded
B.      Double click Location to select a client
C.      Tab across as you complete the row

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7. History tab
A.      This tab lists sites the employee has worked

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8. Personal tab

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9. Education tab
A.      Lists skills held by the employee
B.      In PowerForce a skill is training that does not need to be renewed i.e. it does not expire
C.      Double click an empty row to add a new licence

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10.     Preference tab
A.      This window is primarily used with the “Optimised Scheduler” – an additional PowerForce module

 

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11.     Profile tab
A.      Allow the user to define details about an employee
B.      This window is primarily used with the “Optimised Scheduler” – an additional PowerForce module

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12.     Phone
A.      To make use of PowerForce SMS module an employee must have a mobile phone defined

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See Also

Change Employment Type

Change Pay Class (rate)

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