In this article we will elaborate on the different mutation forms in Nmbrs. The mutation forms discussed in this article are available both in the Swedish and the Dutch environment. Mutation forms specific to one of these environments will not be discussed. Click here (Accountant) or here (Business) to read more on setting up the mutation forms, and here for more information about processing a mutation form.
The different mutation forms will be discussed in the following order:
Employee mutation forms
With these mutation forms an employee can report a change themselves. After the employee has submitted a mutation form, the approval flow will start. When everyone within the approval flow has approved the mutation form, the data of the employee will be changed/added. The fields in the mutation form are fixed and can not be altered. The following mutation forms can be submitted by an employee:
Change bank account*
|The employee can add a new bank account number or change the existing bank account number.|
|The employee can choose from all departments added to the debtor level and report a change themselves.|
|The employee can add their new address or change their existing one.|
|The employee can choose from all functions added to the debtor level and report a change themselves.|
|Change manager||The employee can choose from all managers added to the debtor level and report a change themselves.|
|Change personal info||The employee can communicate changes in their personal information through this mutation form. Changes such as names, ID, phone numbers, marriage status and email addresses.|
|Change salary||The employee can report a change in their salary.|
|Change schedule||The employee can report a change in their schedule.|
With this form the applicant can provide the basic information. Such as name, phone numbers, email addresses, date of birth, CV and a motivational letter.
|Expenses declaration*||With this form the employee can submit a declaration. The employee can choose from a list of wage codes that are added to wage model for expenses mutation forms.|
|First day at work form||With this form the employee can provide more personal information. Such as name, phone numbers, email addresses, addresses, social security number, ID and more.|
* Also available in the Nmbrs App.
Company mutation forms
With the company mutation forms the customer with a client login can add information themselves. After approval by the accountant the change is implemented in the environment.
|New employee||With this form the customer can add new employees themselves. Information such as names, address, contact information, employment, schedule and salary can be filled in.|
|Change address and contact||With this form the customer can adjust the address and contact information of an existing employee.|
|Personal info||With this form the customer can change personal information of an existing employee.|
|Change function||With this form the customer can adjust the department, function, manager and/or cost center of an existing employee.|
|Change salary||With this form the customer can change the salary from an existing employee.|
|Change schedule||With this form the customer can change the schedule from an existing employee.|
|Quick input||When quick input settings have been created, the customer can choose from (different) quick input mutation forms. With these forms the customer can add wage and hourly codes for many employees at the same time. The following article provides more information on quick/fast input: Fast input.|
|Employee out of service||With this form the customer can add the out of service date to an employee. This form follows the same flow as the wizard employee out of service option.|
HR workflow mutation forms
Certain HR workflow tasks can be linked to mutation forms. The forms can be submitted and approved by different logins (manager, client etc). Who needs to do what is based on the HR workflow settings on debtor level. Generally the mutation forms are the same as discussed earlier in this article, but a few mutation forms are only available via the HR workflow. These exceptions are discussed in this part:
|Contract approval form||With this form a contract can be added to an employee that does not yet have a contract. You also have the possibility to add salary, the function and the schedule.|
|Extend contract||With the firm the contract can be renewed. You also have the possibility to change the function and/or salary.|