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Employees can be added, updated and removed from HRmonise using the Employee Manager.
An employee can only be added by linking to an existing role in the Role Manager.
Select the Employee Manager link from the top menu or from the left hand tree to
open the Employee Manager.
Add New Employee
1. Click on the New Employee button in the Employee Manager to open the
Add New Employee window.
2. Enter and select the details for the employee:
a. Employee Number - (if required)
b. Select the Role Title - this automatically completes the Manager’s
title information
c. Enter the Last and First Names of the Employee.
d. Select the date of appointment to this role from the calendar, or
type the date into the text field.
e. Select the correct Manager’s Name for the employee if necessary
3. Click the Save button to save changes.
4. The Employees screen will display showing the New Employee in the organisation.
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Edit an Employee
1. Click on the employee to edit, or select the Employee Properties link
on the task bar.
2. The Edit Employee Properties window opens.
3. Enter and/or select the correct details for the employee.
4. Changing the Role Title will automatically update the Manager’s Title but the
correct Manager’s name may need to be selected.
5. Click the Save button to save changes.
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Delete an Employee
1. Select the employee to be deleted from the Employees tree view or HRmonise
Navigation window.
2. The Edit Employee Property window opens.
3. Select Employees to return to the Employees view – the selected employee’s name
will appear in the window heading.
4. Click the delete button
5. The Delete Employee window opens.
6. Click "YES" if you want to delete the selected employee or click "NO" if you
wish to cancel employee deletion from the database
Note: Any employee that has another employee reporting to it cannot
be deleted. Move all reports and then delete the employee. A work around to this
can also be that we rename the employee as “Vacant Position” in this way we do not
have to delete any important employee reporting to the employee (vacant position).
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New Folder
New folder option allows entering a folder in the employee hierarchy to
which employees can report to. The folder also corresponds to folders in Role Manager
so they can be easily linked.
1. Click on the New Folder button
2. This button opens the Add New Folder form
3. Enter and select details for the Folder:
a. Folder Title
b. Corresponding Folder in Role Manager
c. Folder will be created below – where in the employee tree you wish
the folder to be created.
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Employee Structure Report
This function creates an Organisational Report with employees for printing
or exporting. This report is a printout of the Employee Manager window.
1. Click on the Employee Structure link in the task bar.
2. This button opens the Report Options screen.
3. Select the required options: Size, Band, Calculated pay (if you have user access
permission to the following).
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4. Click Print to open a new window displaying the Report.
5. Select the Export or Print icons from inside the viewing window, to save or print
the report to your preference.
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Note: Additional help on this and other topics can be obtained
by logging into HRmonise and clicking Help from the menu.
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