Go Through Employee Assistant Steps
Explanation
Use this activity to configure the steps offered by the assistant. Due to
the high customizability of the assistant, you can see the steps in different
order, with missing fields, with fields already filled in, or with whole steps
missing.
Note: Since sections within a step can be made mandatory,
some optional requirements might be mandatory if the assistant configuration
set them as such.
Prerequisites
In order to perform this activity:
- A company has to be registered in the system. (Mandatory)
- Users have to be registered in the system. (Optional)
- Employee Agreements have to be registered in the system. (Optional)
- Employee statuses have to be registered in the system. (Optional)
- Employee categories have to be registered in the system. (Optional)
- Organization structure has to be created in the system. (Mandatory)
- Position structure has to be registered in the system. (Optional)
- Assignment types have to be registered in the system. (Optional)
- 'Access' type access roles have to be defined in the system.
(Mandatory)
- Teams have to be created in the system. (Optional if using 'Team and
Supervisor' options in the Access Setup Configuration page)
- Jobs have to be registered in the system. (Optional)
- Job Grades have to be registered in the system. (Optional)
- Country, City, State, and County data to be registered in the system.
(Optional)
- Work locations have to be registered in the system. (Optional)
- Work location categories have to be registered in the system. (Optional)
- Relationship Types have to be registered in the system. (Optional)
- Competency profiles have to be registered in the system. (Optional)
- Competency groups have to be registered in the system. (Optional)
- Competency levels have to be registered in the system. (Optional)
- Education levels have to be registered in the system. (Optional)
- Education fields have to be registered in the system. (Optional)
- Education Institutions have to be registered in the system. (Optional)
- Industry areas have to be registered in the system. (Optional)
- Reasons for leaving have to be registered in the system. (Optional)
- Work licenses have to be registered in the system. (Optional)
- Wage classes have to be registered in the system. (Optional)
- Work schedules have to be registered in the system. (Optional)
- Shifts have to be registered in the system. (Optional)
- Selection groups have to be registered in the system. (Optional)
- Rule types have to be registered in the system. (Optional)
- PHC schedules have to be registered in the system. (Optional)
- Emergency schedules have to be registered in the system. (Optional)
- Increment schedules have to be registered in the system. (Optional)
- Increment shifts have to be registered in the system. (Optional)
- Employment types have to be registered in the system. (Optional)
- Absence types have to be registered in the system. (Optional)
- Wage codes have to be registered in the system. (Optional)
- Compensation Types to be registered in the system (Optional)
- Payroll Providers to be registered in the system. (Optional)
- Bank Details to be registered in the system. (Optional)
- Payment Information Template to be configured in the system. (Optional)
- Free fields have to be registered in the system. (Optional)
- Properties have to be registered in the system. (Optional)
- Multi-fields have to be registered in the system. (Optional)
- Shop floor sites have to be registered in the system. (Optional)
- Labor classes have to be registered in the system. (Optional)
- Shop floor filters have to be registered in the system. (Optional)
- Work time calendars have to be registered in the system. (Optional)
- Resource groups have to be registered in the system. (Optional)
- Project teams have to be registered in the system. (Optional)
- Sites have to be registered in the system. (Optional)
- Crafts have to be registered in the system. (Optional)
- Maintenance teams have to be registered in the system. (Optional)
System Effects
As a result of this activity, a New Employment Configuration will be created.