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General

General

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General contains the settings that applly to the entire company.  These are the settings of signatories, registration numbers, numbering, reports, etc.

In the General panel of the Administration Panel | Settings | Personnel you can define following information:

  1. General Company Information
  2. Generating Employee's Registration Number
  3. Generating Employee's ID
  4. Generating Applicant ID
  5. Show on Reports

1. General Company Information

Under General Company Information we need to set company wide settings, such as the registration number that applies to all outgoing reports and files signatories,etc. All the fields that need to be set are described in the table below.

Contributory Reg. No.

The registration number of the contributory. This information is used for reporting M forms.

Working Hours per Week

The number of regular working hours (per week) of the contributory.

Workdays per Week

The number of workdays per week of the contributory.

Link ‘Signed by’ and ‘Filed by’ fields

We confirm a checker from where we would like to take the data for e.g. signing documents. From Employee files or from Subject Register.

Personnel Documents Signatory

In the Personnel Documents Signatory field select from the lookup list the employee who will appear as a signatory of documents for personnel.

Form Submitter

The employee who will appear as a submitter of forms.

Standardize Contracts

If you select the Standardize Contacts option, the program will in the Subjects register enter to the other contacts all employees you have entered in the Employee files as new employees.

Check Employee Bank Account

If this option is selected, the program runs a control on the length of the bank account in the employee files entered. In case of a mistake IRIS: Incorrect bank account number – IRIS 8304 is displayed.

If this option is not selected, then the program does no perform control at the entry point of a bank account.

Fill in Name 2 in Subject Register

If selected, then a new record to the Employee Files takes the Number field contents and fills them to the Subjetcs' Name 2 field.  

This action is performed only at the point of first entry of a record. Updating the existing record doesn't affect Name 2 contents.

 

Warning

If "with Subject Register" is marked, the Form Submitter must have the first name and the last name in the Name 2 field of the Subject Register inserted with an underline.  If it is not inserted this way, the submitter will not be shown in reports that contain the Submitter line. E.g. Jane_Doe

2. Generating Employee's Registration Number

Each company has a different way of assigning a personal number.  The rule of generating registration numbers to employees can be set in this section.

Generate Reg. No. 

If you select the Generate Reg. No. option, the program will in the Employee files, when generating a new employee, automatically create a registration number with a defined ID length and constant.
ID length In the ID length field you can set the length of the ID without the constant that will appear as part of the registration number in the Employee files. Possible is a maximum up to 13-digit ID.
Constant In the Constant field you can define the name of the constant that will appear as part of the registration number in the Employee files. Possible is a maximum up to 13-digit constant.

 

3. Generating Employee's ID 

Each company has a different way of numbering its employees.  The rule of numbering employees can be set in this section.

Generate Employee ID  If you select the Generate Employee ID option, the program will in the Employee files, when generating a new employee, automatically create an ID with a set length and constant.
ID length (no constant) In the ID length field you can set the length of the ID, that will appear in the ID field of the Employee files. Possible is a maximum up to 13-digit ID.
Constant In the Constant field you can define the name of the constant that will appear as part of the ID in the Employee files. Possible is a maximum up to 13-digit constant.

 

4. Generating Applicant ID

Just like generating employee ID, we can also set the rules for generating applicant IDs.

Generate Applicant ID

If you select the Generate Applicant ID option, the program will in the Applicants, when generating a new applicant, automatically create an ID with a set length and constant.
ID length (no constant) In the ID length field you can set the length of the ID, that will appear in the ID field of the Applicants. Possible is a maximum up to 13-digit ID.
Constant In the Constant field you can define the name of the constant that will appear as part of the ID in the Applicants. Possible is a maximum up to 13-digit constant.

 

WARNING

If you do not select Generate Reg. No., Generate Employee ID and Generate Applicant ID option, you cannot enter information in the ID length and Constant fields

 

5. Show on Reports

Show on Reports section sets the rules how will an employee name, position and department appear on reports.

Employee

How will an employee from the employee files appear on reports (like Employee files reports, Payroll reports...). Possible are following combinations:

  • 0 - ID
  • A - First Last
  • B - Last First
  • C - Prefix First Last
  • D - Prefix Last First
  • E - First Prefix Last
  • F - Last Prefix First
  • G - First Middle Last
  • H - Last Middle First
  • I -  Prefix First Middle Last
  • J -  Prefix Last Middle First
  • K - Prefix First Last Suffix
  • L - Prefix Last First Suffix
Position We can select the display of position between Position, Name 2 and Name 3. 
Dept.  We can select the department between Code, Name 2 and Name 3.

 

 


 

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