3. Introduction HR Functionalities

This is an introduction to get to know the HR functionalities of Nmbrs®. At least one company and associated employee are required for this tutorial. Follow 1. Introduction Company and Employees to create a company and an employee.

If you are sure that you want to start using Nmbrs® then you can follow the start-up program through this article.

The HR functionalities are extensive which is why we are not covering all of them in this article. We will go into leave- and absence registration as well as HR signals.  

 

Leave

In the Leave settings on Master level you are able to set up the leave model. This model is set-up with all the leave specifics and can afterwards be connected to the company where you need these settings.

Master level ‘Leave model’

 Leave_model_1.png 

 1. Go to the tab Settings.
2. Then select Leave model.

Leave Model

1. Go to the tab Leave Model

Leave_Model_2.png

2. Click on ‘ + New Leave Model’
3. Fill in the name of your Leave Model

Leave_Model_3.png

 

4. Go to the tab ‘Leave settings’
5. Select your created Leave model
6. Click on Edit
7. Fill in the Leave settings to that apply to your company and click Save

Leave_Model_4.pngLeave_Model_5.png


Now you've set up your leave settings. 

Leave_model_7_.png

 

Add Leave Model to your Labour Agreement

Add this created Leave Model to your Labour Agreement

Leave_model_8.png


Add settings to your company 

Ensure you add the Labour Agreement (including the Leave Model) to your company.

1. Go the tab Explorer
2. Click on your company
3. Go to the tab Salary settings
4. Go to the dashlet Labour Agreements
5. Click on Edit and select your own Labour Agreement then Save

Leave_model_9.png

It's possible to adjust the settings on company and employee level. An example is that you follow a labour agreement and have created a leave model with standard of 25 vacation days per year. One company has the same labour agreement but 30 days vacation days, you can adjust this for the specific company at company level.

Absence

Absence is arranged through your time registration module. In order to activate your time registration and enable the ability for your managers and employee to set-up the absence, you will need to add a time registration model. This way the employees and managers can select the right codes, i.e. ‘Sickness’.

Set-up an employee Time registration model

1. Go to the tab Settings
2. Select Time registration model
3. Go to the tab Time registration model
4. Click ‘ + New Time registration model’ and create a new Time registration model for employees

 

absence_1.png

5. Go to the tab Time registration types
6. Click on the pencil with ‘Time registration types’
7. Add the codes that you want the employees to be able to select, make sure you select the Sickness codes you need and Save

absence_2.png


Add Time registration to Mutation Forms Settings

1. Go to the tab Explorer
2. Select your company
3. Go the tab HR Settings
4. Click more on the dashlet Mutation Forms Settings

absence_3.png

5. Click on the Time registration model
6. Select your Time registration model for employees

absence_4.png

 absence_5.png

To read how your employees and managers can report the time registration you can check out this article Time registration.

 

HR Signals

You can configure the HR notification settings at master level. For more information on configuring the notifications themselves, click here.
Here you can enter who will receive a particular HR notifications.

hr_signals.png

Sending notifications to a master contact:  You can find this under information at debtor level. "Contact person": if there is more than one, all of them receive the notification.

Sending notifications to a company contact:
 You can find this under general at company level. "Contact person": if there is more than one, all of them receive the notification.

Sending notifications to the manager's department: You can find this under the employment contract for the employee. "Department": a manager must be linked to the department. Click here for more information about departments and managers.

Sending notifications to an employee manager: You can find this under the employment contract of the employee. "Manager".

Sending notifications to an employee: The notification goes to the employee concerned. No additional data needs to be entered for this.

Sending notifications to the absence case manager: This can be found under Absence at debtor level. "Absence Case Managers": if there is more than one, all of them receive the notification.

The notifications can vary from the ‘End of a contract’ to a ‘25 year anniversary’.

 

HR Action Points

Nmbrs® has a very wide range of signals, these can also come from set action points. It is advisable to set-up action points and signals before taking Nmbrs® into use so that you are not missing anything in terms of leave, absence, birthdays, contracts, etc.

Adding an action point

We are now showing how you are able to add an action point to an employee.

1. Select an employee
2. Click on More in the dashlet Personal Info

action_points_1.png

3. Click on adding Action points

action_points_2.png


Type

Select the type of action point. When the type you need isn’t in the list, then click on the plus to add another type.

 action_points_3.png

 If you’ve clicked the plus to add another type, then you are able to add another value. The value is the description of the type of action point you want to add.

action_points_4.png

Now you are able to add the new type and to fill in the remaining fields of the action point; the date and description. When you’ve filled in all the fields then you are able to click Save.

action_pints_5.png

Now your action point has been added.

Follow-up steps

Now you’ve successfully completed the introduction articles. If you’d like to start with Nmbrs, then our Sales department is happy to help you with the follow-up steps to get started. If you want to go deeper into the HR settings then you can check out the article about the HR Workflows.

 

 

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