THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
An employment is a relationship between a person and your Company. The HR App tracks employment benefits, pay history, unemployment claims and employment agreements for each employed person.
When you create new employee using the New Employee screen the employee relationship is created for you automatically. If there is an a person that was entered into the application by some other means you will have to create the employee relationship manually in the Party Manager application.
The employment record includes the start and end date of the employment. When the employment ends you include the type of termination and reason. For example and employee may have been let go for poor performance. The type would be fired the reason incompetence.
Breadcrumbs: Human Resources > Employments
Usage - Use the Employments screen to create an employment, search for an existing employments. Use Search Options to refine the search. Selecting an employment from the list opens the Edit Employment screen.
Fields
Employee Party Id - The party id of the employee.
From Date - Hire date
Thru Date - Last day of employment.
Termination Reason Id - The reason for the. Reasons are defined in Global HR Settings Termination Reasons.
Termination Type Id - The type of termination. Types are defied in Global HR Settings Termination Type.
Actions
New Employment button: Click to open the screen to create a new employment for a person or organization.
Find button: Click for a list of employments. Displays a list of employments in the Search Results screenlet.
Employee Party Id button: Click to open the employees Profile.
Edit button: Opens the Edit Employment screen. This is a gateway to the other employment screens: benefits, pay history, unemployment claims and employment agreements
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Breadcrumbs: Human Resources > Employments Click New Employment
Usage - Create a New Employment relationship between and internal organization and an employee. Sets the start date for the employment.
Fields
Employee Party Id - The party id of the employee.
From Date - Hire date
Action - Create button: Click to create the employment.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit
Usage - This screen is used to create or edit and update an employment. In the Main Search Screen it is opened in create mode by clicking the New Employment button or update mode by clicking the Edit button in Search Results.
Fields
From Date - Hire date
Thru Date - Last day of employment.
Termination Reason Id - The reason for the. Reasons are defined in Global HR Settings Termination Reasons.
Termination Type Id - The type of termination. Types are defied in Global HR Settings Termination Type.
Action - Update button: Click to create or update changes to a employment record.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit > Click Party Benefits
Usage
Add an employee benefit
Update an employee benefit
Delete an employee benefit
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At this time Party benefits are not integrated with the OFBiz Accounting application. |
Fields
Benefit Type Id - A name describing the benefit. See Entity Data Maintenance to manage Benefit Type Id .
Thru Date - The date the benefit ends.
Period Type Id - The time period covered by the cost.
Cost - Cost of the benefit over the Period Type.
Actual Employer Paid Percentage
Available Time - Use to track time off for vacation, sick leave and other benefits of that nature
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Use Web Tools Entity Data Maintenance to manage Benefit Type Id. The entity name is BenefitType. |
Actions
Add button: Click to add a benefit.
Delete button: Click to delete the benefit. The benefit is deleted and can not be restored.
Submit button: Click to save changes in the list above.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit > Payroll Preferences
Usage
Add a payroll preference
Update a payroll preference
Delete a payroll preference
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At this time the Payroll Preferences are not integrated with the OFBiz Accounting application. |
Fields
Payroll Preference SequenceId - This is an identifier to distinguish between different preference for the same employee.
Note This value is required during data entry but is over written with an OFBiz generated sequential number.
Deduction Type Id
Payment Method Type - Offers options for how the employee would like to be paid.
Note HR App demo data contains many payments types that may not be appropriate for paying an employee. Who wants to be paid by Gift Card? Use Web Tools Entity Data Maintenance to manage Payment Type. The entity name is PaymentMethodType.
Period Type Id - Identifies the frequency of payment.
Thru Date - The date when this preference ends.
Percentage - The percentage of total pay to be paid using payment preference.
Flat Amount - A flat amount of pay to be paid using payment preference.
Note Percentage and Flat Amount are exclusive. Use one or the other.
Routing Number - A Bank Routing Number for use in electronic payments.
Account Number - A Bank account number for use in electronic payments.
Bank Name - The Bank name for use in electronic payments.
Actions
Create button: Click to add a benefit. - Requires Employee Role permission.
Delete button: Click to delete the benefit. The benefit is deleted and can not be restored. Requires HR Delete or HR Admin permission.
Submit button: Click to save changes in the list above. Requires HR Delete or HR Admin permission.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit > Pay Histories
Usage - Sets the Salary Step, Pay Grade and Amount for a pay period. This form sets properties for using the Pay Grade method for setting employee pay as described in Position Types and Rates.
| Note |
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At this time the Payroll Preferences are not integrated with the OFBiz Accounting application and the screenlet is not in operation. There should be one pay history for each employment. Currently that pay history is not being displayed. |
Fields
From Date - The start date of the employment.
Thru Date - The end date of the pay history
Salary Step Sequence Id - Enter to use Pay Grades. This is the Step Sequence Id for a Pay Grade which indicates the Rate Amount.
Pay Grad Id - Enter use to Pay Grades. The Pay Grade Id determines the Salary Step Sequence Id used.
Period Type - The time period over which payment is made.
Actions
Delete button: Click to delete the Pay History. The Pay History is deleted and can not be restored.
Update button: Click to save changes to a leave record.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit > Employment Claims
Usage - Track unemployment claims for an employment.
Fields
Unemployment Claim Id - Unique Id for claim. May be user entered of system generated.
Unemployment Claim Date
Description - User defined description of the claim.
Status ID - One of Active/Open, Inactive/Closed or Planned For
Note Use Web Tools Entity Data Maintenance to manage Payment Type. The entity name is StatusItem with StatusTypeId set to "EMPL_POSITION_STATUS".
Thru Date - Unemployment Claim end date
Actions
Create button: Click to create an unemployment claim.
Delete button: Click to delete the unemployment claim. The claim is deleted and can not be restored.
Submit button: Click to save changes in the list above.
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Breadcrumbs: Human Resources > Employments > In the Search Results Click Edit > Agreement Employment Appl
Usage - Creates a record associating the employment to an employment agreement. An employment agreements must be created in the Accounting Application before you can complete this task. See Employment Agreements
Fields
Agreement Id - Unique identifier for the agreement. Created in the Accounting Application.
Agreement Item Seq Id - Sequence Id - A unique identifier for an agreement item created in the Accounting Application.
Party Id From - Typically your Company, this is generally the originating party for an employment agreement.
Party Id To - The party subject to the terms of the agreement. This defaults to the id of the employments party.
Role Type Id From - This defaults to 'Internal Organization', the role of the party id from (Company).
Role Type Id To - This defaults to Employee, the role to the Party Id To
From Date - This is the From Date of the Employment. This date can be found in the Employments screen described above.
Agreement Date - The date when the Agreement was originated, accepted, signed, or amended. This is not necessarily the From Date which covers the period of performance for the Agreement.
Thru Date - Agreements should and usually do have an expiration date, after which the Agreement is no longer in effect unless extended or amended by another Agreement.
Actions
New Employment button: Click to open the New Employment screenlet.
Create button: Click to create the association between the employment and an agreement.
Submit button: Click to save changes in the list above.