Employee tab - Various employee types

The 'Employees' tab is available within Nmbrs. With this functionality you can show all employees who are involved within an organization in one overview. Several types have been made available to provide a digital file for all employees involved. When an employee is created, it is possible to adjust the type of employee. For example, you can include an applicant in the system and transfer it later in the process to the type of employee, while maintaining the entire digital file.

In this article we cover the following topics:

Employees

Templates

Employees

Add and edit a new employee

Via the option 'Add new employee' it is possible to create a new employee. During the creation you can choose the type of employee and the company concerned.

If you previously opted for the 'Applicant' type, you can later adjust it to the 'Employee' type by clicking on the pencil behind the employee.

When an employee is not yet included in a run, it is possible to adjust the type, company and status. It is not possible to adjust these fields when an employee is already included in a run. A will then be shown behind the field. (If you want to see the video in a new window, right-click and press "Open in new window")

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After creating an employee, you can click on the name directly to the employee to organize all matters.

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Various types

Various of types can be chosen when creating or adjusting an employee.

Applicant
An employee which is not yet included in the salary processing can be created via the type 'applicant'. For this type it is possible to create an employee login as well. When the applicant actually comes into service, it is possible to adjust the type to 'Payroll'.

Payroll
An employee which is included in the salary processing can be created via the type 'Payroll' .

External
Via the type 'External' it is possible to create an employee which is not included in the salary processing. For this type it is possible to release an employee login. Note: it is not possible to include this type of employee in salary processing.

Former Employee
Via the type 'Former employee' an employee can be created that is not included in the salary processing. When an employee is out of service, the type can be changed from 'payroll service' to 'former employee'. Note: it is not possible to include this type of employee in salary processing.

Delete employees 

Employees (of all types) can be removed via Settings -> Employee management at the highest level.Knipsel.PNG

 

Employee out of service

When an employee goes out of service, the status and type are not automatically adjusted. This can be edit via the employee settings at employee level or via the 'Employee Menu' by clicking on the pen behind the employee.

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Templates 

New template 'Accountant HR Manager Login'

Together with the new menu, a new template has also been made available in accountant environments. This template provides access to HR dashlets at the debtor level. By clicking on 'Dashboard', you can see which functionalities this login has exactly access to.


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