HRplus Everywhere is an HRIS System. That means it allows a company to manage all their employees and their attributes in an environment where this information can be easily accessed at your fingertips. It consists of various modules which are all linked and this means it eliminates data processing time as data entered in one module can be assessed in another if it is applicable. No need for double entry.
The primary modules used to setup HRplus are the Security Module and either the Personnel or Payroll Module.
The system is based on maintaining the relationships in your organization chart. Each person is inserted into a position in your organization chart. This means that before you can enter an employee you must create the basic structure of your organisation. eg. Your entities ( levels) and ancillary data for each position such as job, position type, location, etc. The data entered all comes together in the Positions window. Once the positions with their attributes have been created, employees can be placed into these positions. The employees will therefore acquire all the attributes of the positions.
Employee movement within the organization is tracked and a history maintained via a number of options in the system.Movement from one department to another or from one job to another is treated as a movement from one position to another and is tracked in that manner. Other employee changes are also tracked via other data screens.
In order to maintain the integrity of the database the user must adhere to certain rules. Data Ids/Codes for supporting tables such as department, job, competencies, status types, etc. should not be changed if you have already linked such data items to underlying levels of data such as positions data and employee data.
In many cases the system does not allow you to change such data, and where it does it provides a warning that the integrity of your data may be affected. In cases where you consider it absolutely necessary to change data Ids in supporting tables, after you have already related data in these tables to other areas of the application, you will have to edit all such previously related data in order to maintain the integrity of the data.
Set up your company’s structure i.e. Organisation Entities, Organisation Levels, Valid Organisation Hierarchies (Personnel>>Setup>>Structure).
Set up base data/ necessary fields that will be used in other areas of the application e.g. status types, nationalities, religions, document types, unions, education levels, competencies etc. (Personnel>>Setup>>General Codes).
Set up Jobs i.e. job groups and jobs data ((Personnel>>Setup>>Structure).
Set up Positions based on Valid Organisation Hierarchies (Personnel>>Positions>>Valid Organisation Hierarchies).
Create Employee (Personnel>>Positions>>All Positions (Filled and Vacant)) by entering basic employee data.
Complete Employee profile record (Personnel>>Employees) by entering additional employee data.
Set up Employee Supervisors (link employees to supervisors).
Enter Employee Transactions (position changes, salary changes, status changes, separation etc. (Personnel>>Transactions).
The Guide and role list provides a comprehensive overview of the management of employees within the HRplus Personnel Module.
HR Administrator
Role: Responsible for managing all aspects of the HRplus Personnel and Talent Modules (where applicable), including configuration, setup, data entry, and report generation.
Employee
Role: Accesses HRplus through Employee Self Service (ESS) to view and update personal information, manage leave requests, and access company documents.
Manager
Role: Utilizes Manager Self Service (MSS) to approve leave requests, conduct performance reviews, and access team information.
System Administrator
Role: Manages the technical aspects of HRplus, including user system access, security, and troubleshooting.
Steps | Description |
Step 1 | Application Setup and Configuration: |
System Configurations>>Feature Management>>Auto Generate Contract ID Configuration System Configurations>>Feature Management>>Auto Position Number Configuration Personnel>>Personnel>>Letter templates Personnel>>Setup>>Organisation>>General Codes>>Document Types Security>>User Administration>>[Search for Employee]>>[+]>>Edit User Groups Personnel>>Setup>>Organisation>>Structure>>Organisation Levels Personnel>>Setup>>Organisation>>Structure>> Personnel>>Setup Organisation>>General Codes Personnel>>Setup>>Organisation>>Qualifications-Related Codes Personnel>>Setup>>Organisation>>Immigration Codes Personnel>>Setup>>Organisation>>Payroll Related Codes |
Steps | Description | |
Personnel>>Setup Organisation>>General Codes>>Transaction Types System Configurations>>Workflow>>Workflow Processes Personnel>>Personnel>>Letter Templates Personnel>>Event Reminders | ||
System Configuration |
How do I enable automatic generation of contract IDs? How to Auto-Generate Position Numbers? Enable Add space on generated letters How to enter Document Types and upload a document for an employee? | |
Security |
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Setup - Structure | Organizational Levels: This sub-section explains how to configure the organizational structure within HRplus, including creating entities like companies, divisions, departments, and sections. Setting up Countries and Currencies: This sub-section details the process of setting up countries and currencies within HRplus, important for managing employees and payroll in different geographical locations. Organizational Structure Setup:
Set Up Company Structure | |
Setup - General Codes | Overview of General Codes: This sub-section introduces general codes, which are base tables used across various modules in HRplus, including Personnel and Payroll. It lists the types of general codes available, such as salutations, status types, position types, and more. Detailed Configuration of General Codes: This sub-section provides step-by-step instructions on how to enter and manage various general codes, including salutations, status types, position types, staff types, employee classifications, |
Steps | Description | |
nationalities, religions, transaction types, document types, unions, currencies, birthplaces, goal perspectives, and vaccine types. General Codes Setup: Configure system-wide codes for Salutations, Status Types (e.g., Permanent, Contract), Position Types, Staff Types, Employee Classifications, Nationalities, Religions, and more. Set Up General Codes | ||
Qualification Related Codes | Define Language Proficiency Levels, Educational Levels, Competencies, Certificate Types, Branches of Study, Educational Institutes, and Qualification standards. Set Up Qualification Related Codes | |
Immigration Codes Setup (Optional) | Create codes for Countries, Nationalities, Document Types, Immigration Categories, Work Permit Types and Statuses, Dependent Types, and CSME Certificate details. Step 1: Set up Immigration Codes? | |
Payroll Related Codes | Setup Pay Groups, defining pay periods, salary grade types, tax tables, and other payroll-specific parameters. Define Salary Grades with associated pay points or salary ranges. Set up Salary Change Flagsto define payment parameters for salaried and non-salaried employees. Set Up Payroll Related Codes | |
Setup Transaction Reasons and Types |
Set Up Transactions | |
Workflow Setup | Designate Transaction Types for workflow automation.
Summary Steps to set up Workflow for HR Transactions |
Steps | Description | |
Letter Templates | Create standardized Letter Templates for various HR transactions (e.g., Acting, Position Change, Separation). Utilize placeholders to dynamically populate employee-specific data from the HRplus database. Set Up Letter Templates | |
Event Reminders Configuration | Select relevant Event Types for reminders (e.g., Birthdays, Contract Endings, Leave Taking/Return). | |
Define recipients for each event (HR, Employee, Manager) and specify the desired lead time for reminders. Set Up Event Reminders | ||
Setup Job Profiles | Defining Job Tasks and Responsibilities: This sub-section explains how to define and manage job tasks and primary responsibilities associated with different positions in the organization. It highlights the use of task tags for categorization and the importance of assigning weights to tasks for appraisal purposes. Importing Job Responsibilities: This sub-section provides instructions on how to import job responsibilities for multiple jobs simultaneously using a template, streamlining the process of updating and maintaining job profiles.
Set Up Job Profiles | |
Step 2 | Employee Lifecycle Management: | |
Personnel>>Personnel>>Positions Personnel>>Onboarding>>Onboarding Checklists>>Generate Employee Onboarding Checklists Personnel>>Personnel>>Transactions Personnel>>Offboarding Personnel>>Personnel>>Transactions>>Rehire | ||
Position Management | Understanding Positions: This sub-section explains the concept of "positions" within HRplus, highlighting their central role in the system. It emphasises how positions are linked to organizational structure and employee records. |
Steps | Description | |
Creating New Positions: This sub-section provides a detailed walkthrough of creating new positions in HRplus. It covers aspects like specifying the number of positions, assigning position numbers, defining staff type, linking to the organizational structure, setting salary grades, and marking positions as vacant or filled. Position Creation and Management: Create new Positions within the defined organizational structure, specifying staff type, location, and other relevant details. Utilize the Positions Re-organisation feature to manage changes in the company structure or job attributes in batches. Position Management
Position Management | ||
Recruitment |
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Hiring and Onboarding | Hiring Employees into Positions: This sub-section explains the process of hiring an employee directly into a vacant position within HRplus, streamlining the onboarding process. Onboarding: This section outlines the process of onboarding new employees within HRplus, with an emphasis on using onboarding checklists. Generating and Managing Onboarding Checklists: This sub- section explains how to create, assign, track, and manage onboarding checklists to ensure new hires complete necessary tasks and paperwork. Managing Position Changes (Positions Re-organization): This sub-section outlines the functionality for managing bulk changes to position data, such as updating job titles, departments, locations, or salary grades, while ensuring data integrity. Hiring and Onboarding: Create Employee Record:
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Steps | Description | |
Onboarding:
Hiring and Onboarding | ||
Employee Transactions |
Employee Transactions |
Steps | Description | |
Offboarding |
Offboarding | |
Employee Rehire | Rehire former employees, reactivating their profiles and updating relevant information. How do I Rehire an employee? | |
Step 3 | During Employment, Ongoing System Use and Maintenance: | |
Personnel>>Personnel>>Generate Letters Personnel>>Event Reminders>>Event Manager Personnel>>Personnel>>Employees Personnel>>Personnel>>Transactions Personnel>>Personnel>>Employees>>[Search for Employee]>>Toggle Additional Details>>Immigration | ||
Generate HR Letters |
Generate and Save the Letters |
Steps | Description | |
Manage Event Reminders |
How is the Event Manager used? | |
Maintain Data Integrity |
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Employee Data Management: |
Employees | |
Compensation and Benefits: |
How do I enter a new salary or change an employee's salary? | |
Performance Management: |
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Employee Relations: |
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Talent Management: |
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Immigration |
Immigration |
This article provides a summary of recent updates to the HRplus Personnel module, focusing on key enhancements. These updates include new features, fixes and improvements designed to improve both user experience and the effectiveness of the module.