With new starters, the method that you choose to create an Employee Record will depend on what you are trying to achieve.
Although personal details will obviously be different, it’s likely that your new employee is joining an existing group of employees with identical ways of working, holiday allowances and rates of pay. In this instance, using a default template to create their record is the best option.
However, if the employee is starting in a role or department that currently doesn’t exist, for example, they may have differences to other employees in how they work, what their holiday allowances are and how they are paid. This may require you to create a completely new Employee Record.
This guide will look at:
You can save the record at any point, as long as you have inputted a surname and have assigned the employee to a Group. You can then continue to create it or go back and edit it at a later stage.
Follow the same procedures as above but select ‘New Employee’ instead.
As before, some default settings may exist. These can be edited if necessary.
Once you have created a completely new Employee Record, it is good practice to save it as a template for future use. Templates never retain any personal details, only the settings that you have created.
The template has now been added to the list of defaults and can be viewed, edited or deleted by selecting ‘Manage Defaults>Manage Existing Defaults’ at any time.
You can create an Employee Record by duplicating the record of an existing employee. This method may be handy if you only have a very small number of employees to manage.
However, we would always recommend utilising the default templates, as this reduces the risk of any unwanted differences to Employee Records.
Assign Skills to Employees to track their progress and help your rota builders ensure they have the right people in place.
User Defined Fields allow you to add your own fields to the Employee Form, to collect the data important to you.
Create triggers that inform you of crucial dates approaching: licenses expiring, insurance to renew, probation ending and more.