This section allows you to configure HRIS module of EazeWork HRMS. There are multiple tabs and each tab is explained separately. For some of the tabs the details are given in separate documents as shown below
- for Skill setup refer to HRIS Setup - Skill Details
- for Employee Details setup refer to HRIS Setup - Employee Details
- for National ID setup refer to HRIS Setup - National ID
- for Greetings setup refer to HRIS Setup - Birthday and Anniversary Greetings.
- for Policy Document setup refer to HRIS Setup - Policy documents
- for Nomination / Declaration setup refer to HRIS Setup - Nominations and Declarations

1. Processes

2. Workflows

Probation Period - the period entered here is used to send an alert to the HR Manager. Default value would be null and range would be 10 to 365 days, if nothing is entered then alert will not go. This parameter is not visible if advanced probation process is activated.

Visibility of Quick Access Links - You can control which links you want to show or hide from employees, these links are visible on Quick Access menu. If Separation Submission quick access link is hidden even then employee can submit the resignation from the separation page.

Organization Structure Visibility - if you want to show organization structure to employee then you can select organization visibility as Yes.
Limit Visibility to Team - If you set Org Structure visibility as yes then you can further decide if you want to show the complete org structure to everyone or if you want to limit the visibility. If the visibility is limited the employee will be able to see his up line managers, his peers (employees who are reporting to his manager) his reportees and all the chain further down but he will not be able to see his peer's reportees and also other chains.
Employee Field's Visibility - employee's fields which are visible to others in the application can set from this table. There are two columns - Summary and Detailed. Selection in Summary column is used to show the details on the organization structure and selection from Detailed column is used to show the details of on Manage Team > Team Details page. Refer to the article on Organization Structure for more details.
Visibility of Profile tab on My Profile page - by default the Profile tab on My Profile page for all employees is always visible to HR Manager, HR Executive and Chief of HR. If multiple HR Managers are activated then each can view this page for only the employees mapped to him. Through this parameter you can extend the visibility of the My Profile tab on this page additionally to
a) Only first level managers : this option will enable the Manager to see employee's details, Functional Managers will not be able to view
b) All up line managers : this option will enable all up line managers to view the employee's page by using the Search function on top the My Profile page.

3. Sections and Fields

Through this tab you can control
a) sections of HRIS which would be available in the application
b) access rights to view and edit HRIS sections
c) approval workflow for changes in HRIS details
d) within Additional, Personal and Official details sections you can activate additional fields
e) for these fields you can specify if they are mandatory and if an history of their changes will needed to be maintained
f) only if a field is mandatory and history tracking is yes you would get an option to automatically generate letters for changes of these fields. This feature can be used for generation of Promotion letters, Department / Division / Location transfer letters

Manage Sections

Managing Payment Modes

Click on "Payment Modes" button on the Bank Accounts column.

Bank Transfer is always selected by default, you can add other payment modes as per your company's requirement. Please note that default payment mode when data is uploaded in bulk is Bank Transfer.

Managing Fields

Manage Fields option in front of Family Details, Education Qualifications, Skill Details, Work Experience and Reference Documents sections can be used to activate / deactivate fields which will be a part of these sections and also make the selected fields mandatory or optional.

Click on "Manage Fields" on the row. You will see a popup in which you can select the fields and mandatory option.

Note
1. Personal and Official details sections are always activated, these sections cannot be deactivated
2. if Payroll module is active then Bank Accounts, Personal Details and Statutory Details cannot be deactivated
3. if Recruitment module is active then Skills section cannot be deactivated
4 Option to edit Official details can be given to HR team or to Manager. Managers can change only the Work Location and Manager's name
5. Statutory Details section has to have an approvers if the option to edit this section is given to employee
6. If custom fields have been added in Personal or Additional Details sections they would also be available for edit if the section is available for edit. Custom fields added in Official Details sections can be updated only by HR
7. If you give Employee access to edit a section and do not have any role selected in Approved By column then employees can delete the data in all the sections except Reference Documents section where deletion is allowed only if approval is enabled

Field Level Settings

1. Official Details
Official Details section fields can be managed as shown below, after activation you can choose to make them mandatory. Track history option will be available only when the field is made mandatory. If you select Generate Letter option then the corresponding letter for transfer / promotion etc will be generated on change in field value.

Job Category field is linked to the Key Behavior Assessment feature of Performance management and unless it is activated and made mandatory the Key Behavior feature within Performance management module cannot be used. Once a job category is used for an active employee it can be deactivated but it cannot be deleted. If a job category is mapped in KBA setup then it cannot be deactivated.

History Tracking - In Personal details, Official details and Skill details sections you can enable history tracking. When history tracking is enabled every time you make a change to the field value you will have to provide an effective date of the change. Before you can enable history tracking you will have to update the field value for all active employees. To enable history tracking just click on the checkbox in Track History column

Deactivating History Tracking - You can disable history tracking feature for the parameters where it has been activated by unchecking the check-box against the parameter in Track History column. If the parameter is in use in any policy / eligibility condition / formula then you will not be able to deactivate the history tracking as shown below. You will have to modify the policy / eligibility condition and then try again.

If the parameter is not in use in policy / eligibility condition then you will be able to deactivate the history tracking. You can chose to retain the created history data or to delete the history data as shown below.

In the last column "Generate Letter" select the checkbox if you want to generate letter on change of the parameter. These letters can be customized from setup - refer article on Creating Custom Letters for more details.

2. Additional Details
As shown below you can configure the fields you want to activate and make mandatory for updation.

3. Personal Details 

You can activate fields like Marital Status, Nationality and Religion. Date of Birth and Gender are activated by default Gender is mandatory by default. If payroll is activated then Date of Birth is also made mandatory by default.

4. Statutory Details
Statutory Details fields are mapped to employees based on the country of the company they are mapped to. The option in Mandatory column for all Statutory numbers is set as "If Available" by default and cannot be changed, this is done to ensure a smoother onboarding process.

Note : If Aadhaar number is activated then it would become a part of employee Statutory numbers section but it would be shown masked and only last four numbers will be shown  "XXXX XXXX 4379".

4. Transfers