Employee

caution

This documentation is incomplete.

You can use the employee screen to enter and maintain your employees' personal information, addresses, jobs, roles, payroll, compensation, and work assignment details. The employee screen can be configured to various employee-related information. The default screen shows the below tabs.

1. Header - basic employee information such as First Name, Last Name, Email, Phone, etc
2. Education - education details of the employee
3. Experience - experience details of the employee

info

Employee ids need to be assigned to users to access employee-related documents such as Leave Application, Payslip, etc.

Employee

To create/view/update an employee, navigate to the "employee " screen from your dashboard/favorite.

Enter the employee details or any other criteria in the search form and click on the search button to view an existing employee.

If you don't enter any search criteria, the system will show you all the employees. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search employees.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

If you click on the create new button, the system will open a simple step form to create a new employee. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

To view specific employee details, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the employee header details, name, description, revision number, etc.

The system will fetch all the selected document detail line data. The document details are shown either right on the search result screen or on a separate screen, depending on the device size.

First Name: Enter the first name of the employee. First name is a mandatory field.

Last Name: Enter the last name of the employee. Last name is a mandatory field.

Person Type: Enter the employee type : 'employee', 'ex_employee', 'applicant', 'contract'.

Scroll left, right, up, and down to view all the details. The document line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

Employee Name: It's a read-only field. The system shows "firstName lastName" as the employee name.

Email: Enter the employee's email address. The address can be the same or different from the Email on the user. The system sends notifications using Email on the user object.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save an employee for the first time, the system will auto-populate the newly created header id and line ids.

All Fields

Sequence	Name	Label	InputType	Field Group
10	vvHrJobName	Hr Job Name	defferedSelect	CONTROL
10	vvHrJobCode	Hr Job Code	defferedSelect	CONTROL
20	vvHrCompensationName	Hr Compensation Name	defferedSelect	DEFAULT
30	vvHrCompensationRevisionNumber	Hr Compensation Revision Number	defferedSelect	DATA
40	vvHrGrade	Hr Grade	defferedSelect	CONTROL
50	vvHrGradeRank	Hr Grade Rank	defferedSelect	CONTROL
60	vvHrPositionName	Hr Position Name	defferedSelect	CONTROL
70	vvPayrollName	Payroll Name	defferedSelect	CONTROL
80	vvPayrollCode	Payroll Code	defferedSelect	CONTROL
90	vvEntitlementName	Entitlement Name	defferedSelect	DEFAULT
100	vvEmpLeaveEntitlementHeaderId	Emp Leave Entitlement Header Id	InputType.text	REFERENCE
110	vvEmpCompensationHeaderId	Emp Compensation Header Id	InputType.text	REFERENCE
120	vvEmployeeName	Employee Name	defferedSelect	ENTITY
130	hrEmployeeId	Hr Employee Id	InputType.text	REFERENCE
140	identificationNumber	Identification Number	InputType.textField	DATA
150	startDate	Start Date	InputType.date	DATE
160	identificationType	Identification Type	InputType.textField	CONTROL
170	citizenNumber	Citizen Number	InputType.textField	DATA
180	firstName	First Name	InputType.textField	DEFAULT
190	lastName	Last Name	InputType.textField	DEFAULT
200	phone	Phone	InputType.textField	ENTITY
210	email	Email	InputType.textField	ENTITY
220	language	Language	InputType.textField	DEFAULT
230	title	Title	InputType.textField	DEFAULT
240	gender	Gender	InputType.select	DEFAULT
250	personType	Person Type	InputType.select	CONTROL
260	dateOfBirth	Date Of Birth	InputType.date	personal
270	cityOfBirth	City Of Birth	InputType.textField	personal
280	countryOfBirth	Country Of Birth	InputType.textField	personal
290	nationality	Nationality	InputType.textField	personal
300	disabilityCode	Disability Code	InputType.textField	personal
310	maritalStatus	Marital Status	InputType.select	personal
320	degree	Degree	InputType.textField	personal
330	highestEducation	Highest Education	InputType.textField	personal
340	educationDetails	Education Details	InputType.textField	personal
350	noOfChildren	No Of Children	InputType.number	personal
360	homeAddressId	Home Address Id	InputType.text	REFERENCE
370	homeAddress	Home Address	InputType.textField	ENTITY
380	permanentAddress	Permanent Address	InputType.textField	ENTITY
390	permanentAddressId	Permanent Address Id	InputType.text	REFERENCE
400	mobileNumber	Mobile Number	InputType.textField	DATA
410	homePhoneNumber	Home Phone Number	InputType.textField	DATA
420	otherEmail	Other Email	InputType.textField	ENTITY
430	dateFirstHired	Date First Hired	InputType.date	DATE
440	legalOrgId	Legal Org Id	defferedSelect	REFERENCE
450	hrJobId	Hr Job Id	defferedSelect	REFERENCE
460	hrPositionId	Hr Position Id	defferedSelect	REFERENCE
470	hrPayrollId	Hr Payroll Id	defferedSelect	REFERENCE
480	hrGradeId	Hr Grade Id	defferedSelect	REFERENCE
490	hrCompensationHeaderId	Hr Compensation Header Id	defferedSelect	REFERENCE
500	hrLeaveEntitlementHeaderId	Hr Leave Entitlement Header Id	defferedSelect	REFERENCE
510	locationId	Location Id	InputType.text	REFERENCE
520	jobType	Job Type	InputType.select	CONTROL
530	jobStatus	Job Status	InputType.select	CONTROL
540	supervisorEmployeeId	Supervisor Employee Id	InputType.text	REFERENCE
550	probationPeriodUom	Probation Period Uom	defferedSelect	FINANCE
560	probationPeriod	Probation Period	InputType.number	FINANCE
570	noticePeriodUom	Notice Period Uom	defferedSelect	FINANCE
580	noticePeriod	Notice Period	InputType.number	FINANCE
590	revisionNumber	Revision Number	InputType.number	DATA
600	workPolicyId	Work Policy Id	InputType.text	REFERENCE
610	expenseAcId	Expense Ac Id	defferedSelect	REFERENCE
620	salaryAcId	Salary Ac Id	defferedSelect	REFERENCE
630	performanceId	Performance Id	InputType.text	REFERENCE
640	vehicleNumber	Vehicle Number	InputType.textField	DATA
650	assetNumbers	Asset Numbers	InputType.textField	DATA
660	contractId	Contract Id	InputType.text	REFERENCE
670	bankAccountId	Bank Account Id	InputType.text	REFERENCE
680	taxRegNumber	Tax Reg Number	InputType.textField	DATA
690	socialAcNo	Social Ac No	InputType.textField	personal
700	socialAcNo2	Social Ac No 2	InputType.textField	personal
710	passportNumber	Passport Number	InputType.textField	DATA
760	glAcProfileHeaderId	Gl Ac Profile Header Id	defferedSelect	REFERENCE
770	srcEntityName	Src Entity Name	defferedSelect	DEFAULT
780	srcEntityId	Src Entity Id	InputType.text	REFERENCE
5720	createdBy	Created By	InputType.text	REFERENCE
5730	creationDate	Creation Date	InputType.text	REFERENCE
5740	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5750	lastUpdateDate	Last Update Date	InputType.text	REFERENCE

Education

You can maintain employee education on the education tab. Employees can also add/update their education details in the self-service work area.

You can add multiple employee education details to each employee header. Each employee's education shows an employee's education name, code, education type, education value, etc.

Navigate to the "employee education" tab to view/add/update employee education details.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Degree Level: Select an education degree level. It's mandatory field with several values : 'high_school', 'apprenticeship', 'diploma', 'associate', 'bachelor', 'master', 'doctoral', 'professional', 'other'

You can make any other field, such as institute, education mode, start date, end date, etc., mandatory by changing the configuration.

Scroll left, right, up, and down view all other fields.
The reference groups show various ids for reference only. You don't need to enter any information in this section.

The default configuration shows fields in various functional groups, such as

• Reference
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

Enter all the other fields and click on the save button to save the employee. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Sequence	Name	Label	InputType	Field Group
10	hrEmployeeEducationId	Hr Employee Education Id	InputType.text	REFERENCE
10	hrEmployeeId	Hr Employee Id	defferedSelect	REFERENCE
20	degreeLevel	Degree Level	InputType.select	DEFAULT
30	seq	Seq	InputType.number	DEFAULT
40	degreeName	Degree Name	InputType.textField	DEFAULT
50	institute	Institute	InputType.textField	DEFAULT
60	instituteAddress	Institute Address	InputType.textField	ENTITY
70	specialization	Specialization	InputType.textField	DEFAULT
80	eduStartDate	Edu Start Date	InputType.date	DATE
90	eduEndDate	Edu End Date	InputType.date	DATE
100	modeOfEducation	Mode Of Education	InputType.select	DEFAULT
110	grade	Grade	InputType.textField	DEFAULT
120	marksPercentage	Marks Percentage	InputType.textField	DEFAULT
130	comments	Comments	InputType.textField	DEFAULT
180	srcEntityName	Src Entity Name	defferedSelect	DEFAULT
190	srcEntityId	Src Entity Id	InputType.text	REFERENCE
5140	createdBy	Created By	InputType.text	REFERENCE
5150	creationDate	Creation Date	InputType.text	REFERENCE
5160	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5170	lastUpdateDate	Last Update Date	InputType.text	REFERENCE

Experience

You can maintain employee experiences on the experience tab. Employees can also add/update their experience details in the self-service work area.

You can add multiple employee experience details to each employee header. Each employee experience shows an employee experience name, code, experience type, experience value, etc.

Navigate to the "employee experience" tab to view/add/update employee experience details.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Designation:Enter a designation. It's a free text mandatory field.

Organization:Enter the name of the organization. It's also another free text mandatory field.

You can make any other field, such as job, position, salary, etc., mandatory by changing the configuration.

Scroll left, right, up, and down view all other fields.
The reference groups show various ids for reference only. You don't need to enter any information in this section.

The default configuration shows fields in various functional groups, such as

• Reference
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

Enter all the other fields and click on the save button to save the employee. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Sequence	Name	Label	InputType	Field Group
10	hrEmployeeExperienceId	Hr Employee Experience Id	InputType.text	REFERENCE
10	hrEmployeeId	Hr Employee Id	defferedSelect	REFERENCE
20	organizationName	Organization Name	InputType.textField	ENTITY
30	designation	Designation	InputType.textField	DEFAULT
40	employmentType	Employment Type	InputType.select	CONTROL
50	seq	Seq	InputType.number	DEFAULT
60	employeeNumber	Employee Number	InputType.textField	DATA
70	department	Department	InputType.textField	DEFAULT
80	workStartDate	Work Start Date	InputType.date	DATE
90	workEndDate	Work End Date	InputType.date	DATE
100	job	Job	InputType.textField	DEFAULT
110	position	Position	InputType.textField	DEFAULT
120	grade	Grade	InputType.textField	DEFAULT
130	lastManager	Last Manager	InputType.textField	DEFAULT
140	lastDrawnSalary	Last Drawn Salary	InputType.textField	DEFAULT
150	communicationDetails	Communication Details	InputType.textField	DEFAULT
160	projectDetails	Project Details	InputType.textField	DEFAULT
170	srcEntityName	Src Entity Name	defferedSelect	DEFAULT
180	srcEntityId	Src Entity Id	InputType.text	REFERENCE
5190	createdBy	Created By	InputType.text	REFERENCE
5200	creationDate	Creation Date	InputType.text	REFERENCE
5210	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5220	lastUpdateDate	Last Update Date	InputType.text	REFERENCE