Employee Info - Add Processes Window

Access this window using Details>Employee Info>HR Processes>Assign Processes button.

Use this form to assign HR processes to a specified employee. For detailed steps to accomplish this task, see Assigning HR Processes. For information about creating a set of HR processes, see Maintain - HR Processes.

 

Process: Select the HR process. The process is set in the Maintain HR Processes window.

Date Assigned: Enter the date when the task will be assigned to the employee.

Restrict by options: The following options can be used to restrict the assignment

• Location: Select a location to assign only those tasks that apply to the selected location.
• Department: Select a department to assign only those tasks that apply to the selected department.
• Process Group: Select a process group to assign only those tasks that apply to the selected group.

Items to be added: This section lists the tasks that will be assigned to the employee, based on the process type and restrictions you specify. You can delete a task if it does not apply to this employee. You cannot edit the list items in this window. They can be edited in the Maintain - HR Processes tab. You can assign the HR/payroll Staff, Manager, Supervisor, and Other Approver here or after the tasks are assigned to the employee.

 

Add: Use this button to add the specified tasks to the HR Processes tab for the employee. You can then edit the list to include completion dates and approvals as needed.

Cancel: Use this button to return to the HR Processes tab without adding the selected tasks.