Knowledge Base.

The Employment tab shows user details relating to Contract, Roles, Absence, Additional Allowance, Approvers, Teams and exclusively for HR Admin users, HR Notes. These details are fully editable by HR Admin users, and read-only for Finance Admins. Users can view all details relating to their profile, and Manager approvers can view the Contract, Roles, Absence, Approvers and Teams cards.

The Contract card shows details including job title, start date, and contracted hours. These details can be edited by HR Admin users.

To edit contract details:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Contract card.
3. Edit the details and click Save.

The Absence card includes the public holiday and leave policies as well as any work pattern assigned to the user. These details can be edited by HR Admin users. It should be noted that changing the absence policy or renewal month can impact already booked absences.

To edit absence details:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Absence card.
3. Edit the details and click Save.
4. If the absence policy has been changed, information will be displayed indicating booked absences may be cancelled if the absence type is not available on the new absence policy. Click OK to confirm the change and make any adjustments later.
5. If the absence month has been changed, information will be displayed indicating booked absences will remain unchanged, and adjustments may be required. To confirm the change, click OK.

The Additional Allowance card allows employees to be awarded additional absences without changing their absence policy. The additional allowance will apply each year from the effective date selected. Users will see the increase on the Absence tab, and their dashboard from the effective year.

To create an additional allowance:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the + icon for the Additional Adjustment card.
3. Complete the details to award additional allowance for any accural absence type and click Save.

It is not possible to edit an additional allowance. To make changes, delete the record and create a new one.

Additional allowance records can be deleted by HR Admin users.

To delete an additional allowance:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the additional allowance record within the Additional Allowance card.
3. Click Delete and confirm.

To create a role:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the + icon for the Roles card.
3. Complete the role details, selecting Use as a public job title if this is to be the user's job title, and click Save.

Existing user roles can be edited by HR Admin users.

To edit an existing role:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the role record within the Roles card.
3. Edit the role details and click Save.

Existing user roles can be deleted by HR Admin users.

To delete an existing role:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the role record within the Roles card.
3. Click Delete and confirm.

Users can be added to one or more teams by HR Admin users.

To add a user to teams:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Teams card.
3. Search for, and select one or multiple teams, and click Save.

Users can be removed from one or more teams by HR Admin users.

To remove a user from teams:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Teams card.
3. Search for, and deselect one or multiple teams, and click Save.

Users can have one or multiple approvers. Approvers can accept absence and expense requests. Approvers are optional, however, they are recommended.

To add an approver to a user:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Approvers card.
3. Search for, and select one or multiple approvers, and click Save.

To remove an approver from a user:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the Approvers card.
3. Deselect one or multiple approvers, and click Save.

Approvers can be emailed directly from a user's profile.

To contact an approver:

1. From the profile Employment tab, click the envelope icon for the approver record within the Approvers card.
2. The default email application is opened and the approver can be emailed.

HR Notes are only available for HR Admin users.

To create an HR note:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the HR Notes card.
3. Add notes and click Save.

HR Notes are only available for HR Admin users.

To edit an HR note:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the HR Notes card.
3. Edit the note details and click Save.

HR Notes are only available for HR Admin users.

To delete an HR note:

1. As an HR Admin user, navigate to the directory and select the Manage User icon.
2. From the profile Employment tab, click the edit icon for the HR Notes card.
3. Remove the note details and click Save.