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 Link Technologies - LinkSOFT Documentation 
Help > Link Web Applications Portal > Company Administration > Processes >
Human Resource Management (HRM)

List of processes and its functionalities:

Process Code Description Default Frequency

ESS001

Create "Public Holiday Entitled" time entries for employees marked as "Timesheet".

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS001-01

Employee has worked or has paid leave a day before public holiday.

If the configuration is set to "Yes", system will validate if the employee has worked hours or has a leave application for the day before the Public Holiday date. Public Holiday will only be created if the hours or leave exist. If the configuration is set to "No", Public Holiday will be created without any validation.

Y

ESS001-02

Employee has worked or has paid leave a day after public holiday

If the configuration is set to "Yes", system will validate if the employee has worked hours or has a leave application for the day after the Public Holiday date. Public Holiday will only be created  if the hours or leave exist.If the configuration is set to "No", Public Holiday will be created without any validation.

Y

UseThisHours

Number of hours to create "public holiday entitled" entry if shift hours is not used.

Number of Hours

0

TimeEntryStatus

Time entry status (Submitted/Approved).

Public Holiday is created as a Time Entry in ESS, user can define the status of the entry to be "Submitted" or "Approved".

Submitted

UseShiftHours

Use Shift Hours (Y/N)

If "Useshifthours" is set to "Yes", Public Holiday will be created with defined shift hours. If "Useshifthours" is set to "No", users can enter specific hours to pay for a Public Holiday.

N

Notes

This process will perform the following checks before creating the Public Holiday entries

  1. "Worked Hours" check:
    1. Time entry with a status "Submitted","Approved","Processed","Approval In Progress"
    2. Timesheet with "Normal" + "Time Half" + "Double Time" + "Holiday" hours greater than zero
  2. "Leave Application" check:
    1. Leave transaction with "Hours taken" greater than zero
    2. Leave status is either "Approved" or "Taken"
    3. Leave is not a "Leave without Pay"
    4. Leave is not sold
  3. This processes checks the roster for an employee. If a roster for the day is not found, then default employee shift is used to compute "Public Holiday" hours.
  4. The following entries are created automatically:
    1. A Customer Record is created (If it doesn't already exist) as  the Company name defined in the menu "Global Administration ~> Company"
    2. A Project is Created with the Description "Time Entry"
    3. The following Activities are created:
      1. "Normal Hours" Paycode: "ANHRS"
      2. "Time & Half Hours" Paycode: "ADHLF"
      3. "Double Time Hours" Paycode: "ADTIM"
      4. "Public Holiday Hours" Paycode: "APHOL"
      5. "Non-Taxable Allowance" Paycode: "EALLOW"
      6. "Taxable Allowance" Paycode: "BALLOW"
      7. "Time & Helf Hours" Paycode: "ADHLF
    4. The Project in 4.2 above is allocated to the Customer in 4.1
    5. The Activities in 4.3 are allocated to the Project in 4.2

Every Day

ESS003

Send Consultant Schedule by Day alert from data entered in the time entries (Days before and after are configured in rules). Employees must have a utilization percentage entered in menu "Employee Profile -> Employee Maintenance -> Additional Fields -> Utilization %"

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS003.DaysBefore

Number of days before today to include in the alert

4

ESS003.DaysAfter

Number of days after today to include in the alert

10

Notes

  • Email alert is sent to the employee and time entry approver for the employee. Email address is validated from "Employee Profile"

Every Day

ESS004

Send Consultant Schedule by Month alert from data entered in the time entries (current month to 15th day in next month). Employees must have a utilization percentage entered in menu "Employee Profile -> Employee Maintenance -> Additional Fields -> Utilization %"

Every Day

ESS005

Send Employee Contract Expiry alert

Process Rules

Rule Code

Description

Value Caption

Default Value

contract_reminder_days

Days to send contract expiry alert before expiry date

Users can define the number of days before the contract expiry alert is sent. For example, if the configuration is 3 and the contract expiry date is 06/01/2018, alert will be sent on 03/01/2018

Days

0

contract_expiry_reportto

Send contract expiry alert to reporting manager (Y/N)

If the configuration is set to "Yes" contract expiry alert will be sent Managers to whom employees report. "Report To" is depicted from the Position of the employee. If the configuration is set to "No", alert will only be sent to email addresses defined in the process. Edit the Process to add the "To","CC" and "BCC" email addresses.

Y

Notes

  • Configure the HR email address in the Process.

Every Day

ESS008

Create leave transactions for invalid time entries

Process Rules

Rule Code

Description

Value Caption

Default Value

Leave.CreateInvalidTime.StartDate

Start date for checking invalid time entries
Rules for Leave Creation

Start Date

2015-01-01

Every Day

ESS009

Send employee retirement alert

Process Rules

Rule Code

Description

Value Caption

Default Value

EmployeeRetirement.RetirementAge

Retirement Age in years

Years

55

EmployeeRetirement.RetirementDays

Retirement Days

Users can define the number of days before the retirement alert is sent. For example, if the configuration is 3 and the retirement date is 06/01/2018, alert will be sent on 03/01/2018

Days

30

EmployeeRetirement.RetirementDaysType

Send alert before retirement days (Y/N)

Y

Send alert to employee  Send alert to employee (Y/N)   N

Notes

  • Email notification is sent to the employee and the "To","CC" and "BCC" email addresses configured for the process.
  • Configure the HR email address in the Process.

Every Day

ESS010

Send employee birthday alert

Process Rules

Rule Code

Description

Value Caption

Default Value

Mail_Bday_message

Birthday email message

 

Happy Birthday.

Every Day

ESS011

Send employee's dependant birthday alert

Every Day

ESS012

Send employee start date anniversary alert

Every Day

ESS013

Send employee performance review alert

Process Rules

Rule Code

Description

Value Caption

Default Value

review_reminder_days

Review expiry reminder days

Enter the "Days" before which the Performance review alert should be sent.For example, if the configuration is 3 and the performance review date is 06/01/2018, alert will be sent on 03/01/2018. Review date is sent on menu "Employee Maintenance".

Days

30

Every Day

ESS014

Send employee probation review alert

Process Rules

Rule Code

Description

Value Caption

Default Value

probation_reminder_days

Probation Reminder Days

Users can define the number of days before the probation expiry alert is sent. For example, if the configuration is 3 and the probation end date is 06/01/2018, alert will be sent on 03/01/2018

Days

100

EmployeeProbation.ProbationDaysType

Send alert before probation days (Y/N)

If the configuration is set to "Yes" , an alert will be sent before probation expiry.

Y

probation_expiry_reportto

Send probation expiry alert to Reports To (Y/N)

If the configuration is set to "Yes" contract expiry alert will be sent Managers to whom employees report. "Report To" is depicted from the Position of the employee.If the configuration is set to "No", alert will sent to email addresses defined in the process. Edit the Process to add the "To","CC" and "BCC" email addresses.

Y

Every Day

ESS015

Generate position points. Position points are maintained in menu "Payroll & HR Maintenance -> Position Maintenance".

Every Minute

ESS016

Missing Time/Leave Entry – Consolidated
Missing Entry is when an employee does not have a time or leave entry for a day.
This alert is generated for employees that are "Active" and "Full Time"

Process Rules

Rule Code

Description

Value Caption

Default Value

MissingTime.DurationType

Duration type for Time Entry (V=Value entered in duration, C=Value computed from start and end time)

V=Value,C=Computed

C

MissingTime.CheckDays.Before

Number of days to check missing time/leave entries before

Days

42

MissingTime.CheckDays.After

Number of days to check missing time/leave entries after

Days

7

Every Day

ESS017

Missing Time/Leave Entry – Individual
Missing Entry is when an employee does not have a time or leave entry for a day.
This alert is generated for employees that are "Active" and "Full Time".

Process Rules

Rule Code

Description

Value Caption

Default Value

MissingTime.DurationType

Duration type for Time Entry (V=Value entered in duration, C=Value computed from start and end time)

V=Value,C=Computed

C

MissingTime.CheckDays.Before

Number of days to check missing time/leave entries before

Days

42

MissingTime.CheckDays.After

Number of days to check missing time/leave entries after

Days

7

Every Day

ESS018

Calculate performance appraisal scores for KPI's that are using a script.

Every Minute

ESS019

Staff Hours Alert. Employees must have a utilization percentage entered in menu "Employee Profile -> Employee Maintenance -> Additional Fields -> Utilization %".

Every Day

ESS020

Pending Leave Approval Alert

Every Day

ESS021

TNA Timesheet Import Process

Process Rules

Rule Code

Description

Value Caption

Default Value

Enable Manual Recompute

Timesheet data will be recomputed when this flag is enabled

 

N

TimesheetImport.ArchiveRecordsDays

Timesheet data will be recomputed when this flag is enabled  Days 9999

Every 10 Minutes

ESS025

Forfeit leave for [Leave Type] when "leave balance" age is greater than [N] months

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS025-02

Age in Months

 

13

ESS025-01 Leave Type   ALIEU

Start of Day

ESS028

Leave Exceeding Balance Alert

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS028-ExceedingHours

Exceeding Hours

 

80

Start of Day

ESS030

Employee Licence Expiry Alert. Configure the process rules before enabling this alert.

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS030-ExpiryDays

Number of days before licence expiry

Days

7

ESS030-Employee Send an alert to each employee with their licences that is expiring. This email is sent to the employee email address. Email addresses configured in this "process" and "document template" is not used.   Y
ESS030-Consolidated Send a consolidated alert showing all employee licences that is expiring. This email is sent to email addresses configured in this "process" and the "document template".   Y

Start of Day

ESS031

Performance Appraisal Employee Reminder Alert

Start of Day

ESS032

Performance Appraisal Manager Reminder Alert

Start of Day

ESS033

Performance Appraisal On Hold Alert

Start of Day

ESS034

Performance Appraisal Automatic Employee Submission after [N] Days. Configure the process rules before enabling this process.

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS034-NDays

Number of [N] Days from "appraisal date" after which the system will automatically submit the employee scores.

Days

7

Start of Day

ESS035

Payroll & HR - Apply effective date changes. Refer to the rules for the areas affected.

Process Rules

Rule Code

Description

Value Caption

Default Value

ESS035-GradeHistory

Apply effective date changes for menu "Employee Profile -> Employee Maintenance -> Grade History"

 

Y

ESS035-PayRates Apply effective date changes for menu "Employee Profile -> Employee Maintenance -> Pay Rates"   Y
ESS035-PositionHistory Apply effective date changes for menu "Employee Profile -> Employee Maintenance -> Position History"   Y

Start of Day