Managing Staff Information - Revision history

Cienna: /* Adding a Profile Picture */

2023-10-13T05:12:28Z

Adding a Profile Picture

← Older revision		Revision as of 05:12, 13 October 2023
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	** This is also visible in <b>[[Organisational Charts]]</b>, rosters and timesheets.		** This is also visible in <b>[[Organisational Charts]]</b>, rosters and timesheets.

	[[File:Staff-pfp-upload.png\|~~475px~~]] [[File:Staff-pfp-crop.png\|~~425px~~]] [[File:Staff-pfp-save.png\|475px]]		[[File:Staff-pfp-upload.png\|500px]] [[File:Staff-pfp-crop.png\|300px]] [[File:Staff-pfp-save.png\|475px]]
	<br>		<br>

Cienna at 05:09, 13 October 2023

2023-10-13T05:09:29Z

← Older revision		Revision as of 05:09, 13 October 2023
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	=Adding/Updating Employees and Accruals from Payroll=		=Adding/Updating Employees and Accruals from Payroll=
	[[File:Myob-button-new.png\|link=Import from MYOB]] [[File:Xero-button-new.png\|link=Import from Xero]] [[File:Reckon-button-new.png\|link=Import from Reckon]] [[File:Csv-file-new.png\|link=Import from File]]		[[File:Myob-button-new.png\|link=Import from MYOB]] [[File:Xero-button-new.png\|link=Import from Xero]] [[File:Reckon-button-new.png\|link=Import from Reckon]] [[File:Csv-file-new.png\|link=Import from File]]

			=Adding a Profile Picture=
			* Click <b>Staff</b> from the top menu.
			* Click on the <i>name of an employee</i> or <b>[[Managing_Staff_Information#Creating_New_Staff\|create a new staff card]]</b>
			* Click the <b>Upload</b> (cloud) icon.
			* Select the employee image you wish to upload from your computer.
			* Use the slider to adjust the image to fit inside the circle.
			* Click the <b>Tick</b> to complete the upload.
			* Your employee now has a profile picture!
			** This is also visible in <b>[[Organisational Charts]]</b>, rosters and timesheets.

			[[File:Staff-pfp-upload.png\|475px]] [[File:Staff-pfp-crop.png\|425px]] [[File:Staff-pfp-save.png\|475px]]
			<br>

	=Staff Card - Personal Information=		=Staff Card - Personal Information=

Cienna: /* Adding/Updating Employees and Accruals from Payroll */

2023-09-08T08:05:21Z

Adding/Updating Employees and Accruals from Payroll

← Older revision		Revision as of 08:05, 8 September 2023
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	=Adding/Updating Employees and Accruals from Payroll=		=Adding/Updating Employees and Accruals from Payroll=
	[[File:~~Payroll~~-~~setup~~-~~MYOB~~.png\|link=Import from MYOB]] [[File:~~Payroll~~-~~setup~~-~~xero~~.png\|link=Import from Xero]] [[File:~~Payroll~~-~~setup~~-~~reckon~~.png\|link=Import from Reckon]] [[File:Csv-file-~~import~~.png\|link=Import from File]]		[[File:Myob-button-new.png\|link=Import from MYOB]] [[File:Xero-button-new.png\|link=Import from Xero]] [[File:Reckon-button-new.png\|link=Import from Reckon]] [[File:Csv-file-new.png\|link=Import from File]]

	=Staff Card - Personal Information=		=Staff Card - Personal Information=

Cienna at 02:44, 21 July 2023

2023-07-21T02:44:38Z

← Older revision		Revision as of 02:44, 21 July 2023
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	[[Onboarding]] is another method of managing staff information, especially for new employees.		[[Onboarding]] is another method of managing staff information, especially for new employees.

			=Adding/Updating Employees and Accruals from Payroll=
			[[File:Payroll-setup-MYOB.png\|link=Import from MYOB]] [[File:Payroll-setup-xero.png\|link=Import from Xero]] [[File:Payroll-setup-reckon.png\|link=Import from Reckon]] [[File:Csv-file-import.png\|link=Import from File]]

	=Staff Card - Personal Information=		=Staff Card - Personal Information=

Cienna at 02:44, 21 July 2023

2023-07-21T02:44:27Z

← Older revision		Revision as of 02:44, 21 July 2023
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	* Tick the Terminate On box and enter the date the employee finished with you.		* Tick the Terminate On box and enter the date the employee finished with you.
	* Click Done to save.		* Click Done to save.

	~~=Adding/Updating Employees and Accruals from Payroll=~~
	[[File:Payroll-setup-MYOB.png\|link=Import from MYOB]] [[File:Payroll-setup-xero.png\|link=Import from Xero]] [[File:Payroll-setup-reckon.png\|link=Import from Reckon]] [[File:Csv-file-import.png\|link=Import from File]]

	~~=Updating New Employees from Payroll=~~

Cienna: /* Adding/Updating Employees and Accruals from Payroll */

2023-07-21T02:44:02Z

Adding/Updating Employees and Accruals from Payroll

← Older revision		Revision as of 02:44, 21 July 2023
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	=Adding/Updating Employees and Accruals from Payroll=		=Adding/Updating Employees and Accruals from Payroll=
	[[File:~~Staff~~-~~import~~-~~xero~~.png\|link=Import ~~Staff~~ from ~~Xero~~]] [[File:~~Staff~~-~~Import~~-~~MYOB~~.png\|link=Import ~~Staff~~ from ~~MYOB~~]] [[File:~~Staff~~-~~import~~-reckon.png\|link=Import ~~Staff~~ from Reckon]] [[File:~~Staff~~-~~Import~~-~~CSV~~.png\|link=Import ~~Staff~~ from File]]		[[File:Payroll-setup-MYOB.png\|link=Import from MYOB]] [[File:Payroll-setup-xero.png\|link=Import from Xero]] [[File:Payroll-setup-reckon.png\|link=Import from Reckon]] [[File:Csv-file-import.png\|link=Import from File]]

	=Updating New Employees from Payroll=		=Updating New Employees from Payroll=

Cienna: /* Importing New Employees from Payroll */

2023-07-21T02:41:42Z

Importing New Employees from Payroll

← Older revision		Revision as of 02:41, 21 July 2023
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	* Click Done to save.		* Click Done to save.

	=~~Importing New~~ Employees from Payroll=		=Adding/Updating Employees and Accruals from Payroll=
	[[File:Staff-import-xero.png\|link=Import Staff from Xero]] [[File:Staff-Import-MYOB.png\|link=Import Staff from MYOB]] [[File:Staff-import-reckon.png\|link=Import Staff from Reckon]] [[File:Staff-Import-CSV.png\|link=Import Staff from File]]		[[File:Staff-import-xero.png\|link=Import Staff from Xero]] [[File:Staff-Import-MYOB.png\|link=Import Staff from MYOB]] [[File:Staff-import-reckon.png\|link=Import Staff from Reckon]] [[File:Staff-Import-CSV.png\|link=Import Staff from File]]

	=Updating New Employees from Payroll=		=Updating New Employees from Payroll=

Cienna: /* Importing New Employees from Payroll */

2023-07-21T02:41:04Z

Importing New Employees from Payroll

← Older revision		Revision as of 02:41, 21 July 2023
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	=Importing New Employees from Payroll=		=Importing New Employees from Payroll=
			[[File:Staff-import-xero.png\|link=Import Staff from Xero]] [[File:Staff-Import-MYOB.png\|link=Import Staff from MYOB]] [[File:Staff-import-reckon.png\|link=Import Staff from Reckon]] [[File:Staff-Import-CSV.png\|link=Import Staff from File]]

	=Updating New Employees from Payroll=		=Updating New Employees from Payroll=

Cienna: /* Payroll */

2023-07-11T02:01:04Z

Payroll

← Older revision		Revision as of 02:01, 11 July 2023
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	* Pay Group: This is the name of the employment type for the employee; this pay group will determine how their hours calculate according to the award configuration.		* Pay Group: This is the name of the employment type for the employee; this pay group will determine how their hours calculate according to the award configuration.
	** NOTE: If this is a Salary employee, you'll be prompted for their contracted hours.		** NOTE: If this is a Salary employee, you'll be prompted for their contracted hours.
	* Pay Levels: If set up, you're able to assign a specific pay level to control the Rates area. See [[~~Pay_Levels~~]] for more information.		* Pay Levels: If set up, you're able to assign a specific pay level to control the Rates area. See [[Pay Levels]] for more information.

	===Rates===		===Rates===

Cienna at 07:22, 31 March 2023

2023-03-31T07:22:45Z

← Older revision		Revision as of 07:22, 31 March 2023
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	=Staff Card Categories=		=Staff Card Categories=
			<br>
			[[File:StaffCard-Categories.png]]
			<br>
	===Rostering===		===Rostering===

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	* Minimum rostered hours: Enter the minimum amount of hours the employee needs per roster period. If you do not roster the employee enough hours, you'll receive a warning.		* Minimum rostered hours: Enter the minimum amount of hours the employee needs per roster period. If you do not roster the employee enough hours, you'll receive a warning.
	* Alert if Shifts per roster exceed: Enter the maximum amount of days the employee can work in a roster period. If you exceed this amount of days, you'll receive a warning in the roster.		* Alert if Shifts per roster exceed: Enter the maximum amount of days the employee can work in a roster period. If you exceed this amount of days, you'll receive a warning in the roster.
			<br>
	<br>		<br>
	===Payroll===		===Payroll===
	* Pay Group: This is the name of the employment type for the employee; this pay group will determine how their hours calculate according to the award configuration.		* Pay Group: This is the name of the employment type for the employee; this pay group will determine how their hours calculate according to the award configuration.
			** NOTE: If this is a Salary employee, you'll be prompted for their contracted hours.
	* Pay Levels: If set up, you're able to assign a specific pay level to control the Rates area. See [[Pay_Levels]] for more information.		* Pay Levels: If set up, you're able to assign a specific pay level to control the Rates area. See [[Pay_Levels]] for more information.

	===Rates===		===Rates===

	* Base Hourly: Indicates the base hourly rate.		* Base Hourly: Indicates the base hourly rate.
	** NOTE: If this is a casual employee, be sure to discuss with [[https://www.wageloch.com.au/contact/ Helpdesk]] as to whether this rate needs to include the 25% casual loading.		** NOTE: If this is a casual employee, be sure to discuss with [[https://www.wageloch.com.au/contact/ Helpdesk]] as to whether this rate needs to include the 25% casual loading.
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	===Options===		===Options===
			* Do not show when confirming hours: Hides the employee from having timesheet hours finalized.
			* Do not create timesheets in <payroll system>: Records hours in the roster and timesheet, but exports nothing to be paid. See Non-Payroll Staff.
			* Do not show on payroll reports: Will exclude this employee from any reports in the system.
			* Exclude from budgets: Staff member's hourly/shift rates will not be visible in rosters or timesheets.
			* Does not clock in or out: Hides the staff name from Time Kiosk.
			* Do not show on printed roster: If printing rosters, staff member will be hidden.
			* Clock on using password: Used on a case-by-case basis if one employee is struggling to clock in/out with biometric methods.
			* Only Admin users can see this staff member's rates: Hides employee hourly rate from anyone who does not have the appropriate access. See [Users & Security]
			* Import KM from Mobile App when confirming hours: Enables part of the Log Book function in the Wageloch Mobile app.

	===Qualifications===		===Qualifications===
			If Qualifications are enabled, this section allows you to enter in an individuals details on their staff card. See [Qualifications] for more information.

	===Accruals===		===Accruals===
			If this employee is a permanent employee that is entitled to leave, you are able to update their leave balances manually.
			We can also import leave balances directly from some payroll systems, or assist you in generating a report that helps us import from a file.

	===Other===		===Other===
			* Start Date: Ensure there is a start date on your employee's card. If it's missing, they may not show on the roster or timesheet.
			* Termination Date: See Terminating Employees further down.
			* Gender: Select Male, Female, Non-Binary or Unknown.
			* Display Name: Instead of their legal name, you're able to enter their nickname or preferred name. This appears on Time Kiosk, Mobile App, Roster and Timesheet. It does not affect payroll.

	=Creating New Staff=		=Creating New Staff=
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	* Tick the Terminate On box and enter the date the employee finished with you.		* Tick the Terminate On box and enter the date the employee finished with you.
	* Click Done to save.		* Click Done to save.

			=Importing New Employees from Payroll=

			=Updating New Employees from Payroll=