Employee Info - HR Processes Tab

Access this tab using Details>Employee Info or Employee Info Details button.

Use this tab to assign HR processes to employees and to monitor the process workflows.

Before you can assign processes to an employee, you must create HR processes for new employee orientation, hiring processes, termination, or other human resources procedures by using the form in the Maintain>HR Processes menu.

If you delete any Assigned Processes from an employee's record, you will need to manually delete them from the Notifications Log. Otherwise, if using HR Notificiations, the emails will get sent.

 

Type: Displays the HR process type associated with the task the employee must complete. The process type is set in the Maintain HR Processes window.

Task: Displays the task name.

Assigned: Displays the date the task was assigned to the employee. For information about assigning tasks, see Assigning HR Processes.

Completed: Select this check box when the employee has completed the assignment.

Date Completed: Enter the date that the task was completed.

Notes: Use this field to add a note about the task.

Required: This box is checked if the task in Maintain>HR Processes is checked.

Web Approval: This box is checked if the task in Maintain>HR Processes is checked. This will allow the task to be viewed and approved in the approvers' Aprrove HR Processes menu item in EWS.

HR/Payroll Staff: Select the name of an HR or Payroll staff member to approve the task, as needed.

HR/Payroll Staff Date Approved: For each task, enter an approval date for HR/Payroll Staff approval or select a date from the calendar. If Web Approval is selected, this field should be left blank and will be populated when the manager approves the task in EWS.

Manager: Select the name of a manager to approve the task, as needed.

Manager Date Approved: For each task, enter an approval date for Manager approval or select a date from the calendar. If Web Approval is selected, this field should be left blank and will be populated when the manager approves the task in EWS.

Supervisor: Select the name of a supervisor to approve the task, as needed.

Supervisor Date Approved: For each task, enter an approval date for Supervisor approval or select a date from the calendar. If Web Approval is selected, this field should be left blank and will be populated when the manager approves the task in EWS.

Other Approver: Select the name of another approver for the task, as needed

Date Approved: For each task, enter an approval date for Other Approver or select a date from the calendar. If Web Approval is selected, this field should be left blank and will be populated when the manager approves the task in EWS.

 

Assign Processes: Use this button to open the Add Processes window and assign a set of HR processes to the specified employee. When you assign an HR process to an employee, an audit record is created. Use Query>Run Query>HR Processes to view assignments within a specified date range.