Viewing Employees
In order to view employees list, click on the Employees menu and select one of the following:
- Active Employees - shows all active employees
- Inactive Employees - shows all inactive employees
Here we are going to go though each feature available in the employees window:
Adding an Employee
There are different types of employees you can add, use the Add Employee button to add a reqular employee type
For other type of employees, use Others Employees button to add one of the following:
- Death Beneficiary
- Horticultural or Shearing
- Seasonal Worker Programme
- Working Holiday Maker
- Voluntary Agreement
Click Adding new employee to learn about what is needed to add new employee
Updating Employee's Details
Click the Edit button under the Action column next to the employee that you would like to update
Deleting an Employee
Click the Delete button under the Action column next to the employee that you would like to remove
Employees with an active payroll, other payments, other type of transactions can not be deleted and protected by the system for data integrity purpose.
Activate/Deactivate an Employee
Select the employee and click the Edit button, check the Inactive option and save.
Leave Transfer (Leave Top-up)
When adding an employee, you'll need to set up their annual leave and personal leave (sick leave) entitlements. In some situations, you might need to top-up an employee's leave accruals balance.
Follow the next steps to transfer an employee's leave:
- Click the Employees menu
- Click Leave Transfer and the leave transfer window appears
- Click and the add transferred leave window appears
- Employee select the required employee
- Leave Type select the leave type that you would like to top-up
- Hours / Days enter the number of hours or days
- Transfer Date select the transfer date
- Click Save
You must set the correct number of hours per day under the employee's salary details before adding any transferred leave.
To delete an added transfer leave, click the Delete button
When you attempt to delete a transferred leave, the system calculates the current available leave, if the available leave is less than the transferred leave, you will not be allowed to delete the selected transferred leave record.