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