For a variety or reasons, Business Administrator needs to be very clear what employees your business has, and how they fit into your business. Business Administrator uses this dialogue to get a complete picture of your employees working in your firm.
Location: HR Manager, Advanced HR
Overview
The three key reasons for needing employee details are financial, hierarchical and security reasons. For security, members of staff will simply not be able to use Business Administrator without being registered on the system.
For financial reasons, Business Administrator will need to know tax and benefits information so that it can keep the Cash Book up to date.
It is very important that information is recorded accurately. If it is not, then you won’t be able to go back into history and change the data to what it was supposed to be.
In addition, you ought to revisit this dialogue when information about your employees changes.
Layout
Personnel Details has a number of tabs that categorise various data. You ought to visit each of these in turn to ensure data is filled in completely. Note that Business Administrator does not save data as you change tabs.
Items in red, as usual, are critical items and must be answered. When complete, click Save and Close to complete the dialogue.
Completing the dialogue
The e-mail address may need an explanation: Business Administrator probably already knows the suffix to your e-mail addresses – it just needs the prefix: so don't enter the whole e-mail address.
If the member of staff is new, it will also ask them to enter a password, and repeat it. This is critical to system security and the log on process.
You can, and should, also say who the employees’ seniors are.
Privileges
Following entry of the base information, you will need to say what Privileges to the system you wish to give the new member of staff. The options range from no Privileges to Privileged. Privileged means they can see and do anything they like. None (all three switched off) means that they can't see that Manager.
At least one member of staff must have privileged use of HR Manager, so that Privileges can be assigned and de-assigned. If you don’t keep this up to date, Business Administrator may allow someone inappropriate to become Head of HR, which could cause a lot of problems. Also, whoever does the assigning should have a good knowledge of the workings of Business Administrator.
Privileges are a relationship between an employee, or user, and each of Business Administrators Managers. The level of privilege defines what the user can do on the system. There are 4 levels of privilege:
- No access: the user has no access to the selected Manager, and will not even be able to see it.
- Low-level viewing: the user can see the selected Manager and may have access to some commands in a viewing capacity
- Low-level editing: the user has full access to the selected Manager, and access to a wide variety of general commands
- The user has access to every command available – they will be able to edit very sensitive information