Human Resources Overview

Because employees can be a company's most valuable asset, the system provides a full range of tools to help you track all aspects of human resources. To work on the areas listed here, use the forms that are listed below each area.
  • Recruiting programs
    • Application Sources
    • Want Ad Usage
    • Want Ads
  • Applicant tracking
    • Applicants
    • Applicant Cert/License
    • Applicant Education
    • Applicant Exams
    • Applicant Memos
    • Applicant Processing
    • Applicant References
    • Applicant Skills
    • Applicant Training Courses
    • Applicant Work Experience
    • Interviews
    • Exams
  • Personnel records
    • Certifications/Licenses
    • Copy From Applicant
    • Education Majors
    • Emergency Contacts
    • Employee Education
    • Employee Injuries
    • Employee Positions
    • Employee Skills
    • Employee Training Courses
    • Employee Work Experience (in this company)
    • Employees (address and payroll information)
    • Military Service
    • Property assigned to the employee
    • Work Experience (history prior to this company)
  • Performance history
    • Review intervals - set up on Human Resources Parameters form
    • Employee Performance Reviews
    • Employee Cert/License
    • Employee Award
    • Employee Exams
  • Compensation management
    • Employee Salary
    • Salaries by Department
    • HR Employee Salary Update
    • Salary Change Reasons
    • Attendance
  • Benefits management
    • Employee Insurance
    • Insurance (at corporate level)
    • Children
    • COBRA Benefits Summary Report
    • Vacation Parameters
    • Employee Reimbursement Plans
    • Employee Sick Leave
    • Employee Status
  • U.S. regulatory requirements
    • I-9 Documents
    • EEO Classes
    • Ethnic ID
    • Employee Injuries
    • Employment Eligibility
  • Payroll
    • Payroll Distribution
    • Generate Payroll
    • Payroll for Pay Period
    • Payroll Processing
    • Direct Deposit Banks
    • HR Sick Leave Calculation
    • HR Vacation Calculation
  • Process Manager

The Human Resources module interacts with other system areas in the following ways:

  • During payroll generation, you can summarize attendance hours, which pulls records from the Attendance form.
  • These fields on an employee record are used in other areas of the system. Set these using the Employees form:
    • Department
    • Shift
    • Review Date
    • Salary
    • Pay Freq
    • Reg Rate
    • OT Rate
    • DT Rate
    • Mfg Reg Rate
    • Mfg OT Rate
    • Mfg DT Rate
    • Sick Hours Due
    • Vac Hours Due
    • Vac Hours Paid
Note:  You do not need to set up Human Resources ahead of time. You can add records as you go.
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