Accumulated Benefit Rule

Overview

Accumulated Benefit Rule Tab screen Field

Accumulated Benefit Entitlement Detail

Overview

Details of the Accumulated Benefit Entitlement.

Accumulated Benefit Entitlement Detail Fields

Create A Tardiness Policy

To Create a Tardiness Policy on late assigned shift schedules, follow the steps below:

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new Tardiness Policy information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, select the Language from the drop down menu, and type in the Tardiness Policy Description if any.

- Code:  Tardiness Policy unique identification code

- Language: Language used

- Description: Description of the Tardiness Policy

4. Check the Automatically Apply Penalty to apply a penalty on tardiness on Time Recording.

5. Check the Apply on the After Lunch Hours to apply the tardiness policy when the employee comes back to work late after the lunch break.

6. Enter the Tardiness Tolerance, which is, the number of minutes allowed before the employee is considered late for the job.

7. Enter the Penalty Period (mins), which is the period expressed in minutes to which the penalty applies.

8. Type in the Penalty Discount, which is the penalty to be applied when tardiness has oocurred, expressed in regular hours rate.

9. Enter the Maximum Tardiness per Pay Period as required.

- The Maximum Tardiness per Pay Period describes the maximum number of times the employee is allowed to be late during a pay period. If this number is exceeded by the employee a notification is sent to the HR Manager and the Employees Manager.

10. Click on the Save icon  at the bottom to save your new Tardiness Policy information.  A window will appear to confirm the new Tardiness Policy creation. Click OK to confirm, and message will be displayed showing the code was inserted,

Delete A Tardiness Policy

 To Delete a Tardiness Policy on late assigned shift schedules, follow the steps below:

Navigation 

By default, you will be in Search Mode.

1. Find the Tardiness Policy you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Tardiness Policies, leave all fields blank.
• Click Find .
• Select the Tardiness Policy you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm   

4. Click OK to confirm and delete the Tardiness Policy

5. A window will be displayed confirming the Tardiness Policy has been deleted                                                                                                                                                                            
 

To Verify that the Tardiness Policy has been Deleted:

1. Click on the Search icon
2. Enter the Tardiness Policy information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A Tardiness Policy

To Modify a Tardiness Policy on late assigned shift schedules, follow the steps below:  

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Tardiness Policies, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Tardiness Policy Field you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create An Overtime Policy

To Create an Overtime Policy when the employee work hours exceed the maximum hours allowed per work period, follow the steps below: 

Navigation  

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.
2. Enter the new Overtime Policy information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, the Daily Maximum Hours, and the Weekly Maximum Hours in the fields provided.

- Code:  Accumulated Benefit unique identification code

- Daily Maximum Hours: Daily Maximum of Hours

- Weekly Maximum Hours: Weekly Maximum of Hours

4. Choose the Language from the drop down menu.

5. Enter the Description of the Overtime Policy in the description field.

6. Click on the New icon under  to enter the Overtime Policy Rules  (refer to Overtime Policy Rules for more information).

7. Click on the Save and Return icon to save the Policy Overtime Rules information and return to the Overtime Policy, or click on the Discard icon  to discard the Overtime Policy Rules entry and return to the Overtime Policy.

8. Click the individual Select Checkbox (es), under  Overtime Policy Rules to select and de-select the Overtime Policy Rule (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Overtime Policy Rules (s), if required.

9. Click the Remove icon to remove the selected Overtime Policy Rules,if required
 

10. Click on the Save icon  at the bottom to save your new Overtime Policy information.  A window will appear to confirm the new Overtime Policy creation.  Click OK to confirm.

Delete An Overtime Policy

To Delete an Overtime Policy when the employee work hours exceed the maximum hours allowed per work period, follow the steps below:

Navigation:

By default, you will be in Search Mode.

1. Find the Overtime Policy you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Overtime Policy, leave all fields blank.
• Click Find .
• Select the Overtime Policy you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Overtime Policy.
5. A window will be displayed confirming the Overtime Policy has been deleted                                                                                                                                                                            
    

To Verify that the Overtime Policy has been Deleted:

1. Click on the Search icon
2. Enter the Overtime Policy information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify An Overtime Policy

To Modify an Overtime Policy when the employee work hours exceed the maximum hours allowed per work period, follow the steps below:

Navigation:

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Overtime Policies, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Overtime Policy you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove Overtime Policy Rules, refer to Overtime Policy Rules.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A Promotion Policy

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Promotion Policy information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, the Number Of Days and select the Language, as required.

• Code: Unique identification code of the skill.
• Active:  Active Status - if checked, Skill is available.  
• Number Of Days: Minimum number of days a person is in the Employee Position before the Promotion policy can be applied.

      4. Enter the Title, which is the name of the policy.

      5.  In Description, enter a detailed description of the policy

To ADD Employee Positions to Promotion Policy, if required:

1. Click on Lookup icon , and enter the Employee Positions information, or leave the Employee Positions information blank to retrieve all Employee Positions.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Employee Position(s), as required.
4. Repeat steps 1, 2 and 3 for all required Employee Positions .
5. Click the Return icon  to return to the Promotion Policyscreen, or click the  Discard button  to discard the selection entry and return to Skill.
6. Click the individual Select Checkbox (es) to select and de-select the Employee Position(s), as required, or click the Select All icon  or Unselect All  icon, to select all Employee Positions or de-select all Employee Positions , if required.
7. Click the Remove icon to remove the selected Employee Positions information, if required.

      8. Click on the New icon under  to enter the Situation Code Combinations (refer to Situation Code Combinations for more information), if required.

      9. Click on the New icon under  to enter the Employee Positions (refer to Employee Positions for more information), if required.

Click on the Save icon  at the bottom of the Promotion Policy to save your new Promotion Policy information.  A window will appear to confirm.

Delete A Promotion Policy

Navigation

By default, you will be in Search Mode.

1. Find the Promotion Policy you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Promotion Policies , leave all fields blank.
3. Click Find
4. Select the Promotion Policy you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Promotion Policy .
   4. A window will be displayed confirming the Promotion Policy has been deleted                                                                                                                                                                            
       

To Verify that the Promotion Policy has been Deleted:

1. Click on the Search icon
2. Enter the Promotion Policy information
3. Click on the Find icon

The window will appear                                                                                                

Modify A Promotion Policy

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Promotion Policy, leave all fields blank.
2. Click on the Find icon .  The list of Promotion Policies meeting the retrieval criteria  will appear.
3. Click on the Promotion Policy  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm. 

   

Create A Shift Schedule Definition

To CREATE a Shift Schedule Definition that organizes shift hours with the number of working days per week, follow these steps: 

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new Shift Schedule Definition information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, and click on the Allow Overtime Partial Hours, Flexible Schedule, Fixed Salary, as required. 

- Code: Unique identification number representing the Shift Schedule Definition

- Allow Overtime Partial Hours: Specifies whether this shift schedule definition accepts partial hours to be paid on overtime or not.

- Flexible Schedule: Specifies whether this shift schedule definitions accepts flexibility on schedule or not. When this box is checked that means that this shift schedule definition will be validating only the hours per day that must be fulfilled.

- Fixed Salary: This is to indicate if the employee gets paid a fixed salary independent of the fact that there is 21 days in a month or 22 days.

4. Fill the Minimum Hours Per Day, Minimum Hours Per Week, Minimum Hours Per Month, and Maximum Overtime Hours Per Pay Period fields as required.

- Minimum Hours Per Day: Specifies the minimum hours per day that must be fulfilled.
- Minimum Hours Per Week: Specifies the minimum hours per week that must be fulfilled.
- Minimum Hours Per Month: Specifies the minimum hours per month that must be fulfilled.
- Maximum Overtime Hours Per Pay Period: Specifies the maximum overtime hours allowed to be paid for the pay period.

5. Select the Shift Schedule Type from the drop down menu.

- Shift Schedule Type: Can be on a 'Weekly' or 'Per Pay Period' basis.

6. Fill in the Rate for Statutory Holidays, Number of Hours per Day, and the Number of Work Days per Week as required.

- Rate for Statutory Holidays: Rate to apply to statutory holidays per Schedule Definition. 
- Number of Hours per Day: Used during pay calculation to do salary conversions such as converting an annual salary to hourly.
- Number of Work Days per Week: Used during pay calculation to do salary conversions such as converting a weekly salary to a daily salary.

7. To enter the Tardiness Policy, click on the Lookup icon ,  click on Find icon  to retrieve the Tardiness Policy list, then select the Tardiness Policy.

- Tardiness Policy: The tardiness policy to be applied for this shift schedule definition.

8. To enter the Statutory Holiday Cost Item, click on the Lookup icon ,  click on Find icon  to retrieve the Cost Item list, then select the Cost Item. Refer to Cost Items for more information.

9. To enter the Overtime Policy, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Overtime Policy list, then select the Overtime Policy. Refer to Overtime Policy for more information.

- Overtime Policy: If no overtime is selected this schedule will not allow overtime payment calculations.

10. Select the Language desired from the drop down menu.

11. Enter the Shift Schedule Description in the Description field.

12. To enter the Statutory Holiday, click on the Lookup icon  under click on Find icon  to retrieve the Statutory Holiday list, then select the Statutory Holiday. Refer to the Statutory Holiday for more info.

13. Click the Remove icon to remove the selected Statutory Holiday

14. Click the individual Select Checkbox (es), under   to select and de-select the Statutory Holiday (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Statutory Holidays.

15. Click on the New icon under    to enter the Shift Schedule Weekday (refer to Shift Schedule Weekday for more information).

16. Click on the Save and Return icon to save the Shift Schedule Weekday information and return to the Shift Schedule screen, or click on the Discard icon  to discard the Shift Schedule Weekday entry and return to the Shift Schedule.

17. Click the Remove icon to remove the selected Shift Schedule Weekday

18. Click the individual Select Checkbox (es), under  to select and de-select the Shift Schedule Weekday (s) as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Shift Schedule Weekday.

19. Click on the Save icon  at the bottom to save your new Statutory Holiday information.  A window will appear to confirm the new Statutory Holiday .  Click OK to confirm.

Delete A Shift Schedule Definition

To DELETE a Shift Schedule Definition that organizes shift hours with the number of working days per week, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Find the Shift Schedule Definition you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Shift Schedule Definitions, leave all fields blank.
• Click Find .
• Select the Shift Schedule Definitions you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Shift Schedule Definition.
5. A window will be displayed confirming the Shift Schedule Definition has been deleted                                                                                                                                                                            
    

To Verify that the Shift Schedule Definition has been Deleted:

1. Click on the Search icon
2. Enter the Shift Schedule Definition information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A Shift Schedule Definition

To DELETE a Shift Schedule Definition that organizes shift hours with the number of working days per week, follow these steps: 

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Shift Schedule Definitions, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Shift Schedule Definition you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove Shift Schedule Weekday (s), refer to Shift Schedule Weekday.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.

. 

Create A Situational Code Levels Definition

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Situational Code Levels Definition information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.
4. Code: Unique identification code of the Situational Code Levels Definition.
5. Active:  Active Status - if checked, Situational Code Levels Definition is available. 
6. Enter A Description        
7. Click Onto the Save icon at the bottom of the Situational Code Levels Definition to save your new Situational Code Levels Definition   
8. The following window will appear to confirm

Delete A Situation Code Levels Definition

By default, you will be in Search Mode.

1. Find the Situation Code Levels Definition you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Situation Code Levels Definitions, leave all fields blank.
3. Click Find
4. Select the Situation Code Levels Definition you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Situation Code Levels Definition.
   4. A window will be displayed confirming the Situation Code Levels Definitionhas been deleted                                                                                                                                                                            
       

To Verify that the Situation Code Levels Definition has been Deleted:

1. Click on the Search icon
2. Enter the Situation Code Levels Definition information
3. Click on the Find icon

The window will appear                                                                                          

Modify a Situation Code Levels Definition

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Situation Code Levels Definitions, leave all fields blank.
2. Click on the Find icon .  The list of Situation Code Levels Definitions meeting the retrieval criteria  will appear.
3. Click on the Situation Code Levels Definition you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create a Situation Code

To CREATE a situation code in the Situation Code Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.
2. Click on the Active, select Language from Drop Down List, enter the Acronym and Description

• Active:  Active Status - if checked, Situation Code is available
• Acronym: used for reporting and searching purposes. 
• Description: Situation Code description
• Language: Language as chosen.

3. Click on the Lookup icon ,under , click on Find icon  to retrieve the Situation Code Level list, then select the desired ID/Description and click Return or click on the Discard icon  to discard the Situation Code entry and return to the Situation Codes Catalog screen.

4. Click the individual Select Checkbox(es), under  to select and de-select the Situation Code Level (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Situation Code Level (s), if required.

5. Click the Remove icon to remove the selected Situation Code,if required.

6. Repeat steps 3 to 5 for all required Situation Codes.

7. Click on the Save icon  at the bottom to save your new Situation Codes Catalog information.  A window will appear to confirm the new Situation Code Catalog creation.  Click OK to confirm  

Delete a Situation Code

To DELETE a situation code from the Situation Codes Catalog, follow the steps below:

Navigation:   

By default, you will be in Search Mode.

1. Find the Situation Code you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Situation Codes, leave all fields blank.
• Click Find .
• Select the Situation Code you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Situation Code.
5. A window will be displayed confirming the Situation Code has been deleted                                                                                                                                                                            
    

To Verify that the Situation Code has been Deleted:

1. Click on the Search icon
2. Enter the Situation Code Catalog information in the appropriate field(s).
3. Click on the Find icon
4. This window will appear

Modify a Situation Code

To MODIFY a situation code in the Situation Code Catalog, follow the steps below:

Navigation:  

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see a list of all Situation Code Catalogs, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Situation Code you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications. 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Situation Code Combination

To CREATE a Situation Code Combination that lists all valid situation codes, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Fields with an asterisk  are mandatory fields.
3. Click on Used for Accruals, Used for Planned Staffing, Is Leave and Is On Probation as required.

• Used for Accruals: By default - Used for Accruals is not selected. It should be checked if the Situation Code Combination is used for accruals calculation.
• Used for Planned Staffing: By default - Used for Planned Staffing is not selected. Should be checked if the Situation Code Combination is used for Planned Staffing. 
• Is Leave: By default - Is Leave is not selected. If checked, indicates Situation Code is Leave related. 
• Is On Probation: By default - Is On Probation is not selected. If checked, indicates combination is related to Probationary Period.

4. To enter Shift Schedule, click on the Lookup icon ,click on the Find icon  to    retrieve the Shift information, then select the Shift Schedule. 

• Shift Schedule: The work schedule related to the Situation Code Combination created and listed in the Shift Schedule Definition. 

5. Select the Situation Code Combination from the drop down menus as required.

• Situation Code Combination (SCC): is comprised of 0 or 1 Situation Code per level. A SCC can include as many Situation Codes as the number of Levels indicated. A Situation Code of Level 1 is MANDATORY and all Levels must be distinct.  All Situation Codes must be ordered consecutively in relation to their Levels. (Ex. 1-2-3-4 is valid. 1-2-4-3 is not valid)

7. Select Language from Language Bar and enter Description.

• Language: Language as chosen.
• Description: Situation Code Combination Code Description.

 To ADD a Cost Item to a Code Combination if required:

1. Click on the Cost Item tab,, Cost Item New icon and enter the new Cost Item (refer to Cost Item Per Situation Code Combination for more information).

2.   Click the individual Select Checkbox(es), under to select and de-select the Cost Items, as required, or click the Select All icon  or Unselect All  icon, to select or de-select all the Cost Items, if required.

3. Click the Remove icon to remove the selected Cost Item, if required.

4. Repeat steps 1 to 3 as required for all Cost Items.

 To ADD a new Deduction for a Situation Code Combination if required:

1. Click on the Deductions tab,, Deductions New icon ,and enter the new Deduction Per Situation Code (refer to Deductions Per Situation Code Combination for more information).  

2. Click the individual Select Checkbox(es), under to select and de-select the Deduction(s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Deductions, if required.

3. Click the Remove icon to remove the selected Deduction(s), if required.

4. Repeat steps 1 to 3 as required for all Deductions Per Situation Code Combination.

Click on the Save icon  at the bottom to save your new Situation Code Combination information. A window will appear to confirm the new Situation Code Combination creation.  Click OK to confirm.

Delete a Situation Code Combination

To DELETE a Situation Code Combination that lists all valid situation codes, follow the steps below:

Navigation       

By default, you will be in Search Mode.

1. Find the Situation Code Combination you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Situation Code Combinations, leave all fields blank.
• Click Find .
• Select the Situation Code Combination you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Situation Code Combination.
5. A window will be displayed confirming the Situation Code Combination has been deleted.                                                                                                                                                                            
    

To Verify that the Situation Code Combination has been Deleted:

1. Click on the Search icon
2. Enter the Situation Code Combination information in the appropriate field(s).
3. Click on the Find icon
4. This window will appear

Modify a Situation Code Combination

To MODIFY a Situation Code Combination that lists all valid situation codes, follow the steps below:

Navigation     

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see a list of all Situation Combination Codes, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Situation Code Combination you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove Cost Items, refer to Cost Items Per Situation Code Combination. To add or remove Deductions, refer to the Deductions Per Situation Code Combination.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Statutory Holiday

To CREATE  a Statutory Holiday, which applies another cost to an organization, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Statutory Holiday information.  Fields with an asterisk  are mandatory fields.
3. Select the Date, Is Payable if required, Language from the Language Bar and enter Name.

• Date: Choose date from the Calendar.
• Name:  Full name
• Is Payable: By Default - is checked and indicates that the employee will be paid on that Statutory Holiday.  

4. Click on the Save icon  at the bottom to save your new Statutory Holiday information. A window will

appear to confirm the new Holiday creation. Click OK to continue.

.

.
 

Delete a Statutory Holiday

To DELETE  a Statutory Holiday, which applies another cost to an organization, follow the steps below:

Navigation:   

By default, you will be in Search Mode.

1. Find the Statutory Holiday you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Statutory Holidays, leave all fields blank.
• Click Find .
• Select the Statutory Holiday you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Statutory Holiday.
5. A window will be displayed confirming the Statutory Holiday has been deleted                                                                                                                                                                            
    

To Verify that the Statutory Holiday has been Deleted:

1. Click on the Search icon
2. Enter the Statutory Holiday information in the appropriate field(s).
3. Click on the Find icon
4. This window will appear

Modify a Statutory Holiday

To MODIFY  a Statutory Holiday, which applies another cost to an organization, follow the steps below:

Navigation

 By default, you will be in Search Mode.

1. If you know the Date and/or Name, enter the information in the appropriate fields.  If you want to see a list of all Holidays, click on Search iconand leave fields blank.
2. Click on the Find icon . 
3. Click on the Holiday you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  Click on the Update icon  at the bottom to save your modifications.
5. A Window will appear confirming your updates. Click OK to confirm

Create An Association

Association is a screen that contains general information about each employees position with different associations. To CREATE an Association, please follow the steps provided below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new Association information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code, and check box the Active, Registration No. Required, and Registration Effective Date Required as required. 

- Code: Unique identification number representing the Association.

4. Select the Association Type from the drop down menu (i.e. Union, Professional Association)

5. Select the language from the drop down menu

6. Enter the description in the field provided

7. Click on the Save icon  at the bottom to save your new Association information.  A window will appear to confirm the new Association .  Click OK to confirm.

Delete An Association

Association is a screen that contains general information about each employees position with different associations. To DELETE an Association, please follow the steps provided below:

Navigation

By default, you will be in Search Mode.

1. Find the Association you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Association , leave all fields blank.
3. Click Find
4. Select the Association you want to Delete
5. Click on the Delete icon
6. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
7. Click OK to confirm and delete the Association.
8. A window will be displayed confirming the Association has been deleted                                                                                                                                                                            
    

To Verify that the Association has been Deleted:

1. Click on the Search icon
2. Enter the Association information
3. Click on the Find icon

The window will appear                                                                                                                                                                                                                                                  

 

Modify An Association

Association is a screen that contains general information about each employees position with different associations. To MODIFY an Association, please follow the steps provided below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Associations, leave all fields blank.
2. Click on the Find icon .  The list of Associations meeting the retrieval criteria  will appear.
3. Click on the Association you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm. 

               

Create an association type

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Association Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, and Is Union checkmarks, as required, and select the Language, as required.  Enter Description.

• Code: Unique identification code of the Association Type.
• Active: Active Status - if checked the Association Type is available.
• Is Union:  Union indicator - if checked, the Association is part of an Union.  
• Language: Language used 
• Description:  Description of the Type (e.g. retired, union, regular)                                                                                                                                              

4. Click on the Save icon  at the bottom of the Skill screen to save your new Skill information.  A window will appear to confirm.   Click OK to confirm.      

Delete an Association Type

By default, you will be in Search Mode.

1. Find the Association Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Association Types , leave all fields blank.
• Click Find .
• Select the Association Type you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm.                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Association Type.
5. A window will be displayed confirming the Association Type has been deleted                                                                                                                                                                            
    

To Verify that the Association Type has been deleted:

1. Click on the Search icon
2. Enter the Association Type information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

By default, you will be in Search Mode.

1. Find the Association you want to Delete

• Enter the Association information in the Field(s)
• Click Find
• Select the Association you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm
   
4. Click OK to confirm and delete the Association.
5. A window will be displayed confirming the Employee has been deleted.
    

To Verify that the Association Type has been Deleted:

1. Click on the Search icon
2. Enter the Association Type information
3. Click on the Find icon
4. The window will appear
   

Modify an association type

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Association Types, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Association Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm

Create a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To CREATE a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Certificate information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, Number Required, and Effective Date Required checkmarks, and select the Language, as required.

• Code: Unique identification code of the Certificate.
• Active: Active Status - if checked, Certificate is available.
• Number Required: Number Required Status - if checked, Number Required is available
• Effective Date Required: Effective Date Required Status - if checked, Effective Date Required is available
• Language: Language used

4.    To enter the Vendor information, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the Vendor.

• Vendor: The Organization that provides the Certificate.

5.    Enter Name.   

• Name: Name of the Certificate.

6.    Enter Description.

• Description: Short description of the Certificate.

7.   Click on the Save icon  at the bottom of the Certificate to save your new Certificate information. A window will appear to confirm.

Delete a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To DELETE a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Certificate you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Certificates, leave all fields blank.
• Click Find
• Select the Certificate you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

      4.     Click OK to confirm and delete the Certificate.

      5.     A window will be displayed confirming the Certificate has been deleted

To Verify that the Certificate has been Deleted:

1. Click on the Search icon
2. Enter the Certificate information
3. Click on the Find icon
4. The window will appear

Modify a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To MODIFY a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Certificates, leave all fields blank.
2. Click on the Find icon . The list of Certificates meeting the retrieval criteria will appear.
3. Click on the Certificate you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.

Create a skill

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Skill information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

• Code: Unique identification code of the skill.
• Active:  Active Status - if checked, Skill is available.  

4. Enter Name.   

• Name: Name of the skill.                                                                                                                                                                              

To ADD Certificates to Skills, if required:

1. Click on Lookup icon , and enter the Certificate information, or leave the Certificate information blank to retrieve all Certificates.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Certificate (s), as required.
4. Repeat steps 1, 2 and 3 for all required certificates.
5. Click the Return icon  to return to the Skill screen, or click the  Discard button  to discard the selection entry and return to Skill.
6. Click the individual Select Checkbox (es) to select and de-select the Certificates (s), as required, or click the Select All icon  or Unselect All  icon, to select all Certificates or de-select all Certificates, if required.
7. Click the Remove icon to remove the selected Certificate information, if required.

To ADD new Certificates, refer to Certificate.

Click on the Save icon  at the bottom of the Skill to save your new Skill information.  A window will appear to confirm.

Delete a skill

Navigation

By default, you will be in Search Mode.

1. Find the Skill you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Skills , leave all fields blank.
• Click Find
• Select the Skill you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Skill.
5. A window will be displayed confirming the Skill has been deleted                                                                                                                                                                            
    

To Verify that the Skill has been Deleted:

1. Click on the Search icon
2. Enter the Skill information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a skill

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Skills, leave all fields blank.
2. Click on the Find icon .  The list of Skills meeting the retrieval criteria  will appear.
3. Click on the Skill you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A Degree

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Degree information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.
4. Code: Unique identification code of the degree.
5. Active:  Active Status - if checked, Degreeis available. 
6. Enter a Description
7. Click Onto the Save icon at the bottom of the Degree to save your new Degree
8. This window will appear to confirm

Delete a Degree

Navigation

 By default, you will be in Search Mode.

1. Find the Degree you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Degrees , leave all fields blank.
3. Click Find
4. Select the Degree you want to Delete
5. Click on the Delete icon
    
6. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
7. Click OK to confirm and delete the Degree.
8. A window will be displayed confirming the Degree has been deleted                                                                                                                                                                            
    

To Verify that the Degree has been Deleted:

1. Click on the Search icon
2. Enter the Degree information
3. Click on the Find icon

The window will appear                                                                                          

Modify A Degree

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Degrees, leave all fields blank.
2. Click on the Find icon . The list of Degrees meeting the retrieval criteria will appear.
3. Click on the Degree you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create a Position Category

Navigation

By default, you will be in Search Mode. Fields with an asterisk  are mandatory fields

Click on the New icon   (you will then be in Insert Mode).

1. Enter the Code, click on the Active checkmark, as required, 

• Code: Unique identification code of the Position Category.

2. Active:  Active Status - if checked, Position Category is available.

3. Select Parent Position Category from the drop down menu.

5. select the Language, as required.

6. Add the Description,as required    

7. The following display will confirm 

Delete a Position Category

Navigation

By default, you will be in Search Mode.

1. Find the Position Category you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Position Categories, leave all fields blank.
• Click Find
• Select the Position Category you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Position Category.

     5.    A window will be displayed confirming the Position Category has been deleted

To Verify that the Position Category has been Deleted:

1. Click on the Search icon
2. Enter the Position Category information
3. Click on the Find icon
4. The window will appear

Modify a Position Category

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Position Categories, leave all fields blank.
2. Click on the Find icon . The list of Position Category meeting the retrieval criteria will appear.
3. Click on the Position Category you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create a Work Location

Work Location provides information regarding where each employee works.

To CREATE a Work Location, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Work Location information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the work location.
• Active:  Active Status - if checked, Work Location is available.
• Language: Language used.

4. Enter Name.   

• Name: Name of the Work Location.

To ADD Contacts to the Work Location, if required:

1. Click on the  tab and then click on the New icon to enter Contacts (refer to Contacts for more information).

2. Click on the Save and Return icon to save the Contact information and return to Work Locations, or click on the Discard icon  to discard the Contact entry and return to Work Locations.

3. Click the Remove icon to remove the selected Contacts, if required.

4. Click the individual Select Checkbox (es) to select and de-select the Contact (s), as required, or click the Select All icon  or Unselect All  icon, to select all Contacts or de-select all Contacts, if required.

Click on the Save icon  at the bottom of the Work Location to save your new Work Location information. A window will appear to confirm.

Delete a Work Location

Work Location provides information regarding where each employee works.

To DELETE a Work Location, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Work Location you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Work Locations, leave all fields blank.
• Click Find
• Select the Work Location you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Work Location.

     5.    A window will be displayed confirming the Work Location has been deleted

To Verify that the Work Location has been Deleted:

1. Click on the Search icon
2. Enter the Work Location information
3. Click on the Find icon
4. The window will appear

Modify a Work Location

Work Location provides information regarding where each employee works.

To MODIFY a Work Location, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Work Locations, leave all fields blank.
2. Click on the Find icon .  The list of Work Locations meeting the retrieval criteria  will appear.
3. Click on the Work Location you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). To add or remove Contacts, refer to Contacts.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To CREATE a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Life Certificate information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID
4. To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.
5.  To enter the Employee Beneficiary, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee Beneficiary list, then select the Employee Beneficiary . 
6. To enter the Validated By, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Validated By list, then select the Validated By.
7. Enter the Validation Date

Click on the Save icon  at the bottom of the Life Certificate to save your new Life Certificate information.  A window will appear to confirm.

Delete A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To DELETE a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Find the Life Certificate you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Life Certificates , leave all fields blank.
3. Click Find
4. Select the Life Certificate you want to Delete
5. Click on the Delete icon
6. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
7. Click OK to confirm and delete the Life Certificate.
8. A window will be displayed confirming the Life Certificate has been deleted                                                                                                                                                                            
    

To Verify that the Life Certificate has been Deleted:

1. Click on the Search icon
2. Enter the Life Certificate information
3. Click on the Find icon

The window will appear                                                                                                                                                                                                                                                  

 

Modify A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obtain a pensions

Navigation

To MODIFY a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Life Certificates, leave all fields blank.
2. Click on the Find icon .  The list of Life Certificates meeting the retrieval criteria  will appear.
3. Click on the Life Certificate you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A School Type

To CREATE a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new School Type information. Fields with an asterisk  are mandatory fields.

3. Enter the Code, check the Active box as necessary, and then select the Language from the drop down menu.

 - Code:  School Type unique identification code

- Active: Active Status when checked, the School Type will not be used/active

4. Enter the Name of the school type in the Name field, and describe the School Type in the Description field.

Click on the Save icon  at the bottom to save your new School Type information.  A window will appear to confirm the new School Type creation.  Click OK to confirm.

Delete A School Type

To DELETE a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Find the School Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all School Types, leave all fields blank.
• Click Find .
• Select the School Type you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the School Type.
5. A window will be displayed confirming the School Type has been deleted

To Verify that the School Type has been Deleted:

1. Click on the Search icon
2. Enter the School Type information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A School Type

To MODIFY a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all School Types, leave all fields blank.
2. Click on the Find icon . 
3. Click on the School Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove School Types, refer to School Type.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A School

To CREATE a School that identifies the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new School information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code as required, and check the Active box.

4. Choose the Country, School Type, and Language from the drop down menus.

5. Enter the name of the school in the Name field.

6. Click on the Save icon  at the bottom to save your new School information.  A window will appear to confirm the new School creation.  Click OK to confirm.

Delete A School

To DELETE a School that identifes the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Find the School you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Schools, leave all fields blank.
• Click Find .
• Select the School you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the School
5. A window will be displayed confirming the School has been deleted

To Verify that the School has been Deleted:

1. Click on the Search icon
2. Enter the School information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A School

To MODIFY a School that identifes the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all School, leave all fields blank.
2. Click on the Find icon . 
3. Click on the School you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.

Address

Overview

A pay agent has one or many addresses.

Address Screen Fields

Create a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To CREATE a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Medical Catalog information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, click on the Active, Apply to Recruitment Requisition, and Apply to Employee Medical Form checkmarks, and select the Language, as required.

• ID: Unique identification code of the Medical Catalog.
• Active:  Active Status - if checked, Medical Catalog is available.
• Apply to Recruitment Requisition: Apply to Recruitment Requisition Status - if checked, Apply to Recruitment Requisition is available.
• Apply to Employee Medical Form: Apply to Employee Medical Form Status - if checked, Apply to Employee Medical Form is available.
• Language: Language used.

4. Enter Description.   

• Description: Provide a short description of the medical condition.

5.   Click on the Save icon  at the bottom of the Medical Catalog to save your new Medical Catalog information.  A window will appear to confirm.

Delete a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To DELETE a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Medical Catalog you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Medical Catalogs, leave all fields blank.
• Click Find
• Select the Medical Catalog you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Medical Catalog.
5. A window will be displayed confirming the Medical Catalog has been deleted                                                                                                                                                                            
    

To Verify that the Medical Catalog has been Deleted:

1. Click on the Search icon
2. Enter the Medical Catalog information
3. Click on the Find icon
4. The window will appear

Modify a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To MODIFY a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Medical Catalogs, leave all fields blank.
2. Click on the Find icon .  The list of Medical Catalogs meeting the retrieval criteria  will appear.
3. Click on the Medical Catalog you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To CREATE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Standard Letter information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the standard letter.
• Active:  Active Status - if checked, Standard Letter is available.
• Language: Language used.

4. Enter Description.   

• Description: Short description of the standard letter.

5.   Click on the Save icon  at the bottom of the Standard Letter to save your new Standard Letter information. A window will appear to confirm.

Delete a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To DELETE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Standard Letter you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Standard Letters, leave all fields blank.
• Click Find
• Select the Standard Letter you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

      4.    Click OK to confirm and delete the Standard Letter.

      5.    A window will be displayed confirming the Standard Letter has been deleted

\

To Verify that the Standard Letter has been Deleted:

1. Click on the Search icon
2. Enter the Standard Letter information
3. Click on the Find icon
4. The window will appear

Modify a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To MODIFY a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Standard Letters, leave all fields blank.
2. Click on the Find icon .  The list of Standard Letters meeting the retrieval criteria will appear.
3. Click on the Standard Letter you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To CREATE an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Employee Note Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, click on the Valid checkmark, and select the Language, as required.

• ID: Unique identification code of the Employee Note Type.
• Valid: Valid Status - if checked, Employee Note Type is available.
• Language: Language used.

4. Enter Title.   

• Title: Title of the Employee Note Type.

5.   Enter Description.

• Description: Provide a short description of the Employee Note Type.

6.   Click on the Save icon  at the bottom of the Employee Note Type to save your new Employee Note Type information. A window will appear to confirm.

Delete an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To DELETE an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Employee Note Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Employee Note Types, leave all fields blank.
• Click Find
• Select the Employee Note Type you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Employee Note Type.
5. A window will be displayed confirming the Employee Note Type has been deleted                                                                                                                                                                            
    

To Verify that the Employee Note Type has been Deleted:

1. Click on the Search icon
2. Enter the Employee Note Type information
3. Click on the Find icon
4. The window will appear

Modify an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To MODIFY an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Employee Note Types, leave all fields blank.
2. Click on the Find icon .  The list of Employee Note Types meeting the retrieval criteria will appear.
3. Click on the Employee Note Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A Race

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Race information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the religion.

            Active:  Active Status - if checked, Race is available. 

       4 . Enter Name.   

             Name: Name of the race.                  

Click on the Save icon  at the bottom of the Race to save your new Race information.   

The following window will appear to confirm:

Delete A Race

Navigation

By default, you will be in Search Mode.

1. Find the Race you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Races, leave all fields blank.
3. Click Find
4. Select the Race you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Race.
   4. A window will be displayed confirming the Race has been deleted                                                                                                                                                                            
       

To Verify that the Race has been Deleted:

1. Click on the Search icon
2. Enter the Race information
3. Click on the Find icon

The window will appear     

Modify A Race

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Races, leave all fields blank.
2. Click on the Find icon .  The list of Races meeting the retrieval criteria  will appear.
3. Click on the Races you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A Religion

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Religion information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the religion.

            Active:  Active Status - if checked, Religion is available. 

       4 . Enter Name.   

             Name: Name of the religion.                  

Click on the Save icon  at the bottom of the Religion to save your new Religion information.   

The following window will appear to confirm:

Delete a Religion

Navigation

By default, you will be in Search Mode.

1. Find the Religion you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Religions, leave all fields blank.
3. Click Find
4. Select the Religion you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Religion.
   4. A window will be displayed confirming the Religion has been deleted                                                                                                                                                                            
       

To Verify that the Religion has been Deleted:

1. Click on the Search icon
2. Enter the Religion information
3. Click on the Find icon

The window will appear                                                                   

Modify A Religion

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Religions, leave all fields blank.
2. Click on the Find icon .  The list of Religons meeting the retrieval criteria  will appear.
3. Click on the Religion you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A Tribe

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Tribe information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the tribe.

            Active:  Active Status - if checked, Tribe is available. 

       4 . Enter Name.   

             Name: Name of the Tribe.                  

Click on the Save icon  at the bottom of the Tribe to save your new Tribe information.   

The following window will appear to confirm:

Delete A Tribe

Navigation

By default, you will be in Search Mode.

1. Find the Tribe you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Tribe, leave all fields blank.
3. Click Find
4. Select the Tribe you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Tribe.
   4. A window will be displayed confirming the Tribe has been deleted                                                                                                                                                                            
       

To Verify that the Tribe has been Deleted:

1. Click on the Search icon
2. Enter the Tribe information
3. Click on the Find icon

The window will appear 

Modify A Tribe

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Tribes, leave all fields blank.
2. Click on the Find icon .  The list of Tribes meeting the retrieval criteria  will appear.
3. Click on the Tribe you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To CREATE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Required Document List information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID and Name, click on the Active, and select the Language, as required.

• ID: Unique identification code of the Required Document List
• Active: Active Status - if checked, Required Document List is available
• Name: Name of the individual
• Language: Language used

4. Enter Description.   

• Description: Provide a short description of the Required Document List.

5.   Click on the Save icon  at the bottom of the Required Document List to save your new Required Document List  information.  A window will appear to confirm.

Delete a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To DELETE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Required Document List you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Required Document List, leave all fields blank.
• Click Find
• Select the Required Document List you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Required Document List.
5. A window will be displayed confirming the Required Document List has been deleted                                                                                                                                                                            
    

To Verify that the Required Document List has been Deleted:

1. Click on the Search icon
2. Enter the Required Document List information
3. Click on the Find icon
4. The window will appear

Modify a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To Modify a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Required Document List , leave all fields blank.
2. Click on the Find icon .  The list of Required Document List meeting the retrieval criteria  will appear.
3. Click on the Required Document List  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.

Create a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To CREATE a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Promotion Reason information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, as required.

• Code: Unique identification code of the Promotion Reason

4.   Click the Active and Policy Based checkboxes, as required.

• Active: By default, this field is true (ie. checkmarked). When false (unchecked), this rationale is not available for usage anymore
• Policy Based: By default, this field is false (unchecked). User will checkmark this field when creating a reason for the automatic promotions

5.   Select the Language from the drop-down menu.

• Language: Language used

6.   Enter the Title.

• Title: Name of the rationale (e.g. Temporary replacement, Seniority based promotion, etc.). A reserved value will be "Policy Based Promotion"

7.   Enter the Description.

• Description: Description of the rationale, if required

8.   Click on the Save icon  at the bottom of the Promotion Reason to save your new Promotion Reason information. A window will appear to confirm.

Delete a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To DELETE a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Promotion Reason you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Promotion Reasons, leave all fields blank.
• Click Find
• Select the Promotion Reason you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

     4.    Click OK to confirm and delete the Promotion Reason.

     5.    A window will be displayed confirming the Promotion Reason has been deleted

To Verify that the Promotion Reason has been Deleted:

1. Click on the Search icon
2. Enter the Promotion Reason information
3. Click on the Find icon
4. The window will appear

Modify a Promotion Reason

The Promotion Reason screen holds the promotion rationales (reasons).

To MODIFY a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Promotion Reasons, leave all fields blank.
2. Click on the Find icon .  The list of Promotion Reasons meeting the retrieval criteria  will appear.
3. Click on the Promotion Reason you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s).
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm. 

Create a Performance Appraisal Schedule Period

Performance appraisal schedule periods contains the start to end dates of the different performance appraisal schedules. 

To CREATE performance appraisal schedule periods follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Schedule Period information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, if required.

• Code: Unique identification code of the Performance Appraisal Schedule Period 

4. Enter the From Date, To Date, Start Date and End Day.

• From Date: This is the date that the appraisal should be evaluated from. Employees should be evaluated based on their performance starting from this date. To enter the date, click on the Calendar iconand select the date.
• To Date: This is the appraisal coverage end date. Employees should be evaluated based on their performance up to this date. To enter the date, click on the Calendar iconand select the date.
• Start Date: Date at which the appraisal process formally starts. To enter the date, click on the Calendar iconand select the date.
• End Date: Date at which the appraisal process should end. To enter the date, click on the Calendar iconand select the date.

5.   Select Language from a drop down menu.

• Language: Language used    

6.   Enter Title  and Description of Performance Appraisal Schedule Period

• Title:  Name of the Performance Appraisal Schedule Period
• Description: Description of the Performance Appraisal Schedule Period

Click on the Save icon  at the bottom of the Performance Appraisal Schedule Period screen to save your new Performance Appraisal Schedule Period information.  A window will appear to confirm.

Delete a Performance Appraisal Schedule Period

Performance appraisal schedule periods contain sets of dates that range from start to end dates that can be used by different performance appraisal schedules. 

Note: If there are any performance appraisals being scheduled or is using the

To DELETE performance appraisal schedule periods follow the steps below:

Note: If there are any performance appraisals being scheduled or is using the Schedule Period, the system will not allow the specified Schedule Period to be deleted.

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Schedule Period you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Schedule Periods, leave all fields blank.
• Click Find .
• Select the Performance Appraisal Schedule Period you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Performance Appraisal Schedule Period
5. A window will be displayed confirming the Performance Appraisal Schedule Period has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Schedule Period has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Schedule Period information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Performance Appraisal Schedule Period

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Schedule Period, leave all fields blank.
2. Click on the Find icon .  The list of Performance Appraisal Schedule Periods meeting the retrieval criteria  will appear.
3. Click on the Performance Appraisal Schedule Period  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

   

Create a Performance Appraisal Schedule

Performance appraisal schedules contains the list of planned schedules. This is where management will decide how often a performance appraisal will be conducted.

To CREATE performance appraisal schedules follow the steps below:

Navigation

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Schedule information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the Performance Appraisal Schedule.
• Active:  Active Status - if checked, Performance Appraisal Schedule is available.  
• Language: language used

4. Enter Title  and Description of Performance Appraisal Schedule

• Title:  Name of the Performance Appraisal Schedule
• Description: Description of the Performance Appraisal Schedule        

To ADD Performance Appraisal Schedule Periods to the Performance Appraisal Schedules, if required:

1. Click on Lookup icon , and enter the Performance Appraisal Schedule Period information, or leave the Performance Appraisal Schedule Period information blank to retrieve all Performance Appraisal Schedule Periods.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Schedule Periods, as required.
4. Repeat steps 1, 2 and 3 for all required Performance Appraisal Schedule Periods.
5. Click the Return icon  to return to the Performance Appraisal Schedule screen, or click the  Discard button  to discard the selection entry and return to Performance Appraisal Schedule screen.
6. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisals Schedule Period(s), as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Schedule Periods or de-select all Performance Appraisal Schedule Periods, if required.
7. Click the Remove icon to remove the selected Performance Appraisal Schedule Period information, if required.

To ADD new Performance Appraisal Schedule Period, refer to Performance Appraisal Schedule Periods.

Click on the Save icon  at the bottom of the Performance Appraisal Schedule page to save your new Performance Appraisal Schedule information.  A window will appear to confirm.

Delete a Performance Appraisal Schedule

Performance appraisal schedules contains the list of planned schedules.

To DELETE performance appraisal schedules follow the steps below:

Note: The system will not allow schedules that are being utilized in an appraisal process to be deleted.

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Schedule you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Schedules, leave all fields blank.
• Click Find .
• Select the Performance Appraisal Schedule you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Performance Appraisal Schedule
5. A window will be displayed confirming the Performance Appraisal Schedule has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Schedule has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Schedule information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Performance Appraisal Schedule

Performance appraisal schedules contains the list of planned schedules. This is where management will decide how often a performance appraisal will be conducted.

To MODIFY performance appraisal schedules follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Schedule, leave all fields blank.
2. Click on the Find icon .  The list of Performance Appraisal Schedules meeting the retrieval criteria  will appear.
3. Click on the Performance Appraisal Schedule  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Performance Appraisal Score Rate

Performance appraisal score rates are details about how the employees will be evaluated. 

To CREATE performance appraisal score rates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Score Rate information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, Rate is Pass Fail, and Range Value is Passing checkmark, as required.

• Code: Unique identification code of the Performance Appraisal Score Rate.
• Active:  Active Status - if checked, Performance Appraisal Score Rate is available
• Rate is Pass Fail: If checked, the passing and failing scores will apply.  If not checked, the minimum and maximum scores will apply.
• Range Value is Passing: If checked, indicates that the score is within the passing value range

4.   Enter Passing Value and Failing Value if required

• Passing Value: Value required to pass
• Failing Value: By default the failing value is 0 but can be over-written to have a different lower boundary for failing.

5.   Enter Minimum Score and Maximum Score

• Minimum Score: Lowest score possible possible for this rate
• Maximum Score: Highest score possible for this rate

6.   Select the Language, as required.

• Language: Language used

7.   Enter Title and Description of the Performance Appraisal Score Rate. 

• Title: Name of the Performance Appraisal Score Rate
• Description: Description of the Performance Appraisal Score Rate

Click on the Save icon  at the bottom of the Performance Appraisal Score Rate page to save your new Performance Appraisal Score Rate information.  A window will appear to confirm.

Delete a Performance Appraisal Score Rate

Performance appraisal score rates are details about how the employees will be evaluated. 

To DELETE performance appraisal score rates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Score Rate you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Score Rate, leave all fields blank.
• Click Find
• Select the Performance Appraisal Score Rate you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Performance Appraisal Score Rate.
5. A window will be displayed confirming the Performance Appraisal Score Rate has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Score Rate has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Score Rate information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify Performance Appraisal Score Rate

Performance appraisal score rates are details about how the employees will be evaluated. 

To MODIFY performance appraisal score rates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Score Rates, leave all fields blank.
2. Click on the Find icon .  The list of Performance Appraisal Score Rate meeting the retrieval criteria  will appear.
3. Click on the Performance Appraisal Score Rate you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

   

Create a Performance Appraisal Score Rate Scale

Performance appraisal score rate scales are groups of score rates.

To CREATE performance appraisal score rate scales follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Score Rate Scale information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required.

• Code: Unique identification code of the Performance Appraisal Score Rate Scale.
• Active: Active Status - if checked, Performance Appraisal Score Rate Scale is avaiable.                                                                                                                                                                                          

To ADD Performance Appraisal Score Rates to Performance Appraisal Score Rate Scales, if required:

1. Click on Lookup icon , and enter the Performance Appraisal Score Rate Scale information, or leave the Performance Appraisal Score Rate Scale information blank to retrieve all Performance Appraisal Score Rate Scales.
2. Click Find icon 
3. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Score Rate Scale (s), as required.
4. Repeat steps 1, 2 and 3 for all required Performance Appraisal Score Rates.
5. Click the Return icon  to return to the Performance Appraisal Score Rate Scale screen, or click the  Discard button  to discard the selection entry and return to Performance Appraisal Score Rate Scales.
6. Click the individual Select Checkbox (es) to select and de-select the Performance Appraisals Score Rate Scale (s), as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Score Rate Scales or de-select all Performance Appraisal Score Rate Scales, if required.
7. Click the Remove icon to remove the selected Performance Appraisal Score Rates information, if required.

To ADD new Performance Appraisal Score Rate Scales, refer to Performance Appraisal Score Rate Scale

Click on the Save icon  at the bottom of the Performance Appraisal Score Rate Scale page to save your new Performance Appraisal Score Rate Scale information.  A window will appear to confirm.

Delete a Performance Appraisal Score Rate Scale

Performance appraisal score rate scales are groups of score rates.

To DELETE performance appraisal score rate scales follow the steps below:

Note: The system will prevent the scale from being deleted if it is currently being used in one or more performance appraisals.  

Navigation

• Enter the Performance Appraisal Score Rate Scale information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Score Rate Scales, leave all fields blank.
• Click Find
• Select the Performance Appraisal Score Rate Scale you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Performance Appraisal Score Rate Scale.
5. A window will be displayed confirming the Performance Appraisal Score Rate Scale has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Score Rate Scale has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Score Rate Scale information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Performance Appraisal Score Rate Scale

Performance appraisal score rate scales are groups of score rates.

To MODIFY performance appraisal score rate scales follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Score Rate Scale, leave all fields blank.
2. Click on the Find icon .  The list of Performance Appraisal Score Rate Scales meeting the retrieval criteria  will appear.
3. Click on the Performance Appraisal Score Rate Scale you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

   

Create a Performance Appraisal Criteria Group

To CREATE a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Criteria Group information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the Performance Appraisal Criteria Group.
• Active:Active Status - if checked, Performance Appraisal Criteria Group is available.
• Language:Language used 

4. Enter Name.   

• Name: Name of the Performance Appraisal Criteria Group

To ADD Performance Appraisal Scoring Criteria to the Performance Appraisal Criteria Group, if required:

1.   Click on the tab and then click on the Lookup icon, and enter the Performance Appraisal Scoring Criteria information, or leave the Performance Appraisal Scoring Criteria information blank to retrieve all Performance Appraisal Scoring Criteria.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Scoring Criteria(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Performance Appraisal Scoring Criteria.

5.   Click the Return icon  to return to the Performance Appraisal Criteria Group screen, or click the Discard button  to discard the selection entry and return to Performance Appraisal Criteria Group. 

6.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Scoring Criteria(s), as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Scoring Criteria or de-select all Performance Appraisal Scoring Criteria, if required.

7.   Click the Remove icon to remove the selected Performance Appraisal Scoring Criteria information, if required.

To ADD new Performance Appraisal Scoring Criteria, refer to Performance Appraisal Scoring Criteria.[179]

To ADD Performance Appraisal Feedback Criteria to the Performance Appraisal Criteria Group, if required:

1. Click on the  tab and then click on the Lookup icon, and enter the Performance Appraisal Feedback Criteria information, or leave the Performance Appraisal Feedback Criteria information blank to retrieve all Performance Appraisal Feedback Criteria.

2. Repeat steps 2  to 7 which were used above for the tab.

To ADD new Performance Appraisal Feedback Criteria, refer to Performance Appraisal Feedback Criteria.[180]

Click on the Save icon  at the bottom of the Performance Appraisal Criteria Group page to save your new Performance Appraisal Criteria Group information.  A window will appear to confirm.

Delete a Performance Appraisal Criteria Group

To DELETE a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Note: Performance Appraisal Criteria Groups cannot be deleted if used within.

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Criteria Group you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Criteria Groups, leave all fields blank.
• Click Find.
• Select the Performance Appraisal Criteria Group you want to Delete.

2. Click on the Delete icon.

3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            

4. Click OK to confirm and delete the Performance Appraisal Criteria Group

5. A window will be displayed confirming the Performance Appraisal Criteria Group has been deleted                                                                                                                                                                            
 

To Verify that the Performance Appraisal Criteria Group has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Criteria Group information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Performance Appraisal Criteria Group

To MODIFY a performance appraisal criteria group that is used to group together different performance feedback and scoring criteria follow the steps below.

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Performance Appraisal Criteria Groups, leave all fields blank.
2. Click on the Find icon. 
3. Click on the Performance Appraisal Criteria Group you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s).
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Performance Appraisal Feedback Criteria

To CREATE Performance Appraisal Feedback Criteria which are the performance standards that the reviewer will provide comments on during the performance appraisal session follow the steps below.

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Feedback Criteria information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active and Need Text Input checkmark, and select the Language, as required.

• Code: Unique identification code of the Performance Appraisal Feedback Criteria.
• Active:  Active Status - if checked, Performance Appraisal Feedback Criteria is available.  
• Language: Language used

4.   Enter Title and Description of the Performance Appraisal Feedback Criteria. 

• Title: Name of the Performance Appraisal Feedback Criteria
• Description: Description of the Performance Appraisal Feedback Criteria

5.   Click on the Save icon  at the bottom of the Performance Appraisal Feedback Criteria page to save your new Performance Appraisal Feedback Criteria information.  A window will appear to confirm.

Delete a Performance Appraisal Feedback Criteria

To DELETE Performance Appraisal Feedback Criteria which are the performance standards that the reviewer will provide comments on during the performance appraisal session follow the steps below.

Note: Feedback Criteria cannot be deleted if it is utilized by an appraisal schedule.

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Feedback Criteria you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Feedback Criteria, leave all fields blank.
• Click Find
• Select the Performance Appraisal Feedback Criteria you want to Delete

2. Click on the Delete icon

3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           

4. Click OK to confirm and delete the Performance Appraisal Feedback Criteria.

5. A window will be displayed confirming the Performance Appraisal Feedback Criteria has been deleted                                                                                                                                                                            
 

To Verify that the Performance Appraisal Feedback Criteria has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Feedback Criteria information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Performance Appraisal Feedback Criteria

To MODIFY Performance Appraisal Feedback Criteria which are the performance standards that the reviewer will provide comments on during the performance appraisal session follow the steps below.

Navigation

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Feedback Criteria, leave all fields blank.
2. Click on the Find icon.  The list of Performance Appraisal Feedback Criteria meeting the retrieval criteria will appear.
3. Click on the Performance Appraisal Feedback Criteria you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 
    

Create a Performance Appraisal Scoring Criteria

Performance appraisal scoring criteria are the performance standards that the reviewer will provide scores on during the performance appraisal session.

To CREATE performance appraisal scoring criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Scoring Criteria information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active and Assessed checkmark, as required.

• Code: Unique identification code of the skill.
• Active:  Active Status - if checked, Performance Appraisal Scoring Criteria is available.  
• Assessed: Assessed Status - if checked, Performance Appraisal Scoring Criteria has been assessed and used for scoring calculation.  If not checked, the Scoring Criteria is not used for scoring calculation.
• Need Text Input: Either true or false. If true, text input is required for this criteria.

4.   Enter Weight

• Weight: Weight of each Performance Appraisal Scoring Criteria.

5.   Choose Score Rate Scale from dropdown menu.

6.   Select the Language as required.

• Language: Language used

7.   Enter the Title and the Description of the Performance Appraisal Scoring Criteria.

• Title:  Name of the Performance Appraisal Scoring Criteria
• Description: Description of the Performance Appraisal Scoring Criteria  

Click on the Save icon  at the bottom of the Performance Appraisal Scoring Criteria page to save your new Performance Appraisal Scoring Criteria information.  A window will appear to confirm.

Delete a Performance Appraisal Scoring Criteria

Performance appraisal scoring criteria are the performance standards that the reviewer will provide scores on during the performance appraisal session.

To DELETE  performance appraisal scoring criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Scoring Criteria you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Scoring Criteria, leave all fields blank.
• Click Find
• Select the Performance Appraisal Scoring Criteria you want to Delete

2. Click on the Delete icon

3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           

4. Click OK to confirm and delete the Performance Appraisal Scoring Criteria.

5. A window will be displayed confirming the Performance Appraisal Scoring Criteria has been deleted                                                                                                                                                                            
 

To Verify that the Performance Appraisal Scoring Criteria has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Scoring Criteria information
3. Click on the Find icon
4. The window will appear                                                                                                                                                                                                                                                 
    

Modify a Performance Appraisal Scoring Criteria

Performance appraisal scoring criteria are the performance standards that the reviewer will provide scores on during the performance appraisal session.

To MODIFY performance appraisal scoring criteria follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Performance Appraisal Scoring Criteria, leave all fields blank.
2. Click on the Find icon .  The list of Performance Appraisal Scoring Criteria meeting the retrieval criteria  will appear.
3. Click on the Performance Appraisal Scoring Criteria  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 

5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

   

   .

Create a Performance Appraisal Template

Performance appraisal templates include all the required scoring criteria and feedback criteria for the specific performance appraisal.

To CREATE performance appraisal templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Template information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, and click on Active, or Use Personal Learning Plan, as required.

• Code: Unique identification code of the Performance Appraisal Template.
• Active: Active Status - if checked, Performance Appraisal Template is available and can be used.  If not checked, the Template cannot be used anymore.
• Use Personal Learning Plan: If checked, a Personal Learning Plan is required.

4. Lowest Possible Template Score and Highest Possible Template Score will be generated automatically.

• Lowest Possible Template Score: Lowest score of all the Performance Appraisal Score Rate of the Performance Appraisal Score Rate Scales referenced in the Performance Appraisal Template.
• Highest Possible Template Score: Highest score of all the Performance Appraisal Score Rate of the Performance Appraisal Score Rate Scales referenced in the Performance Appraisal Template.

5.   Choose Template Status and Score Rate Scale.

• Template Status: Template issued/not-issued status.  If set to Issued, the Performance Appraisal template can be used.  If set to Not-Issued, the Performance Appraisal Template is in preparation.
• Score Rate Scale: Rating scale applicable to this Performance Appraisal Template.

6.   Select Language and enter Name and Description

• Language: Language Used
• Name: Name of the Performance Appraisal Template
• Description: Description of the Performance Appraisal Template

7.   Click on the New icon under   to enter the Attachments (refer to Attachments for more information).

8.   Click on the Save and Return icon to save the Attachments information and return to the Performance Appraisal Template screen, or click on the Discard icon  to discard the Attachments entry and return to the Performance Appraisal Template .

9.   Click the individual Select Checkbox (es), under  to select and de-select the Attachment (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Attachments, if required.

10. Click the Remove icon to remove the selected Attachments, if required

11. Repeat steps 7 to 10 for all required Attachments.

To ADD Template Scoring Criteria to Performance Appraisal Template, if required:

1.   Click on  tab and then click on the Lookup icon , and enter the Performance Appraisal Scoring Criteria information, or leave the Performance Appraisal Scoring Criteria information blank to retrieve all Performance Appraisal Scoring Criteria.

2.   Click Find icon 

3.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisal Scoring Criteria(s), as required.

4.   Repeat steps 1, 2 and 3 for all required Performance Appraisal Scoring Criteria.

5.   Click the Return icon  to return to the Performance Appraisal Template screen, or click the  Discard button  to discard the selection entry and return to Performance Appraisal Template.

6.   Click the individual Select Checkbox (es) to select and de-select the Performance Appraisals Scoring Criteria, as required, or click the Select All icon  or Unselect All  icon, to select all Performance Appraisal Scoring Criteria or de-select all Performance Appraisal Scoring Criteria, if required.

7.   Click the Remove icon to remove the selected Performance Appraisal Scoring Criteria information, if required.

To ADD new Performance Appraisal Scoring Criteria, refer to Performance Appraisal Scoring Criteria

To ADD Performance Appraisal Feedback Criteria to the Performance Appraisal Criteria Group, if required:

1. Click the  tab and then click on the Lookup icon , and enter the Performance Appraisal Feedback Criteria  information, or leave the Performance Appraisal Feedback Criteria information blank to retrieve all Performance Appraisal Feedback Criteria.

2. Repeat steps 2 to7 which were used above for the tab.

To ADD new Performance Appraisal Feedback Criteria, refer to Performance Appraisal Feedback Criteria

Click on the Save icon  at the bottom of the Performance Appraisal Criteria Group page to save your new Performance Appraisal Criteria Group information.  A window will appear to confirm.

Delete a Performance Appraisal Template

Performance appraisal templates include all the required scoring criteria and feedback criteria for the specific performance appraisal.

To DELETE performance appraisal templates follow the steps below:

Note: A template cannot be deleted if it is in use.

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Template you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Templates, leave all fields blank.
• Click Find .
• Select the Performance Appraisal Template you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Performance Appraisal Template
5. A window will be displayed confirming the Performance Appraisal Template has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Template has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Template information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Performance Appraisal Template

Performance appraisal templates include all the required scoring criteria and feedback criteria for the specific performance appraisal.

To MODIFY performance appraisal templates follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the Performance Appraisal Template information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all Performance Appraisal Template, leave all fields blank.
2. Click on the Find icon . 
3. Click on the Performance Appraisal Template you want to modify. You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove  Attachments, refer to Attachments.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To CREATE performance appraisal organizational controls follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Performance Appraisal Organizational Control information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, Use Notification Offset and Use Personal Learning Plan checkmark, as required.

• Code: Unique identification code of the Performance Appraisal Template.
• Active: Active Status - if checked, Performance Appraisal Organization Unit is available.
• Use Notification Offset: If checked, use the notification offset for standard offset and probation offset.
• Use Personal Learning Plan: If checked, the Performance Appraisal Template requires a Personal Learning Plan.

4. To enter theSchedule, click on the Lookup icon, click on Find icon  to retrieve the Performance Appraisal Schedule list, and then select the Performance Appraisal Schedule.

• Schedule: Performance Appraisal Schedule selected from the list of defined schedules. Common schedules would be Quarterly, Semi-Annual, etc

5.  Enter the Standard Offset and the Probation Offset

• Standard Offset: the number of days between each performance appraisal
• Probation Offset:the number of days in the probation period.

6. Select the language from the drop down menu

• Language: language used

7. Enter Exception Notes, if required.

• Exception Notes: explanation for using the selected Performance Appraisal Schedule.

8. Click on the New icon under  to enter the Performance Appraisal Organization Template (refer to Performance Appraisal Organization Template for more information).

9.   Click on the Save and Return icon to save the Performance Appraisal Organization Template information and return to the Performance Appraisal Organizational Control, or click on the Discard icon  to discard the Performance Appraisal Organization Template entry and return to the Performance Appraisal Organizational Control.

10.   Click the individual Select Checkbox (es), under  to select and de-select the Performance Appraisal Organization Template (s), as required, or click the Select All icon  or Unselect All  icon, to select or de-select all Performance Appraisal Organization Template, if required.

11. Click the Remove icon to remove the selected Performance Appraisal Organization Template, if required

12. Repeat steps 9 to 12 for all required Performance Appraisal Organization Templates.

13.  Click on the Save icon  at the bottom of the Performance Appraisal Organizational Control page to save your new Performance Appraisal Organizational Control information.  A window will appear to confirm.

Delete a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To DELETE performance appraisal organizational controls follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Performance Appraisal Organizational Control you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Organizational Control, leave all fields blank.
• Click Find .
• Select the Performance Appraisal Organizational Control you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Performance Organizational Control
5. A window will be displayed confirming the Performance Organizational Control has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Organizational Control has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Organizational Control information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify a Performance Appraisal Organizational Control

Performance appraisal organizational controls are settings that are used to manage performance appraisals within an organization.

To MODIFY performance appraisal organizational controls follow the steps below: