Under the all employees tab, you may view or edit the information of each employee under their profiles. From their profiles, you may off-board resigned employees, adjust their leaves, set recurring pay items, and a myriad of other options.
To view employee profiles, go to the Employee tab > All Employees.
Select the view icon for the specific employee
This will bring you to the employee's profile, where different information is stored under four different tabs. Click on the tabs to view the information you require.
1. Personal tab
The personal tab contains the employee's personal details, emergency contacts, and/or family member details. Along with any documents and memos uploaded.
Click on the Pen icon to edit details in the respective boxes.
Otherwise, click on Add to add additional family members, documents, or memos.
You will also be able to reset or change the password of an employee's profile.
2. Employment Details tab
The employment details tab contains the employee's employment details (employment state, position, department, etc) and career history. Along with past payslips, bank details, appraisals and salary details.
Click on the pen icon to edit details in the respective boxes.
Note: If you would like to track the progression of an employee's career history, you can refer to these articles for the steps to do so. Changing the details on the Employee's Pay Scheme will not reflect as a new record.
3. Entitlements tab
The entitlement tab contains employee's leave and claim details, as well as recurring pay item entitlements.
Click on the "x" or "bin icon to remove any leaves and/or claim entitlement or recurring pay item.
This will not delete the previous submissions that have been approved, this action will only disallow an employee to proceed with any future submissions that they're not entitled to.
To adjust the Leave entitlement, select the Tool icon.
To edit the recurring pay item, click on the pen icon.
To add an item, click on the respective +Add button.
Additionally, if you would like to have a more in-depth view of the leave entitlement records of an employee, you can click on 202x Report.
This report will provide you with a breakdown of any leaves submitted (approved/denied) and adjustments made to the leave type.
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