Employment

Use this tab to define the settings required to maintain the employment details in the software.

Restrict Establishment to Definition

If you select this check box, each time you record a new activity for an employee, by using the Employment History window, the system checks that the total number of employees assigned to the activity, does not exceed the number of established posts specified in Established Posts in the activity definition (Personnel > Your Organisation > Activity or Payroll > Terms and Conditions > Activity).

Display Salary

If you select this check box, Salary (actual and notional values for the annual salary) is displayed alongside the Salary Bar field on the Terms tab of the Employment History window, when you edit an employment history record.

Use The Salary Review Date

Select a salary review date from the drop-down list. Salary review dates are used to establish salary values for employees whose salaries are based on salary grades and scales.

The salary is based on the settings in the employment history record and the salary review date you specify in this field.

If you set a salary review date in the Default Review Date field of a salary grade for an employee, that takes precedence over any setting you make in this field.

You can also select salary review dates when you use the Uplift Salary Scales, Apply Grade and Apply Grade Changes wizards.

You can set up the salary review dates displayed in the drop-down list, by using Personnel > Terms and Conditions > Salary Review Date.

Direct Access to “Apply Wizard”

Select this check box to make available Salary in the Employment History window, when you create or edit an employment history record based on an activity definition. Salary gives you direct access to the Salary Grades wizard, which you can use to apply the salary and create or update the employee’s salary history. The resulting salary for the employee is visible on the salary history window (HR Record > Employment > Salary History).

If you clear this check box, Salary is not shown on the window, so you cannot directly access the Salary Grades wizard from the Employment History window.

Apply Salary On Appointment

Select this check box to establish a salary and create a salary history record for the employee you appoint by using the Appoint option in the Recruitment module.

Salary Change Reason

Select a salary change reason from the drop-down list. The salary change reason is used when the salary history record is created for the employee you appoint, when you use the Appoint option in the Recruitment module.

You can set up the reasons displayed in the list by using Personnel > Terms and Conditions > Salary Change Reason.

Accumulate Hours On HR Record

Select this check box to total the hours per week from the primary active and active employment history records. After you select this check box, when you add or delete the employment history records for an employee, or when you change the status of a record from Active to Historical, the total weekly hours from all the current, active records are maintained. For example, if you add an active record for an employee who has only a primary active record, the total weekly hours from the two records are added together and you can view the total in the Hours Per Week field on the Terms window (by using HR Record > Employment > Terms).

This parameter affects only those employment records that you update after you select this check box. If this check box is clear and you make changes, the hours per week are not accumulated for the updated employment records. To accumulate the hours for any employment records you updated before you switched on this parameter, click Apply.

Apply

Click Apply to total the hours per week from the primary active and active records for all employment records.

NEW Starter Appointment Reason

Select a reason from the drop-down list.

This field can hold an activity change reason, which is used in the Recruitment module to populate a new employee’s employment history record, when the employee is created by using the Appoint option.

You can set up the activity change reasons displayed in the drop-down list by using Personnel > Your Organisation > Activity Change Reason.

Promotion Appointment Reason

Select a reason from the drop-down list.

This field can hold an activity change reason, which is used in the Recruitment module to populate an existing employee’s employment history record, when the employee is allocated to the post by using the Appoint option.

You can set up the activity change reasons displayed in the drop-down list by using Personnel > Your Organisation > Activity Change Reason.

BAR Date Diary Rule

Specify a diary rule based on the workflow date. When a new employment history record is created, a bar date is generated based on the employment history start date and the period of time specified by the diary rule. The bar date is set in the Salary Bar Date field on the Terms tab of the Employment History window.

Change Date Diary Rule

Specify a diary rule based on the workflow date. When you create a new employment history record, a next change date is generated based on the employment history start date and the period of time specified by the diary rule.

Change Type

Specify a default setting to be given to the Type of Change field when a new employment history record is created.