Configuration

Configurations are essential for customizing how employee records, work schedules, job roles, and skills are created and managed. These settings are used across employee profiles, job positions, and during recruitment or performance tracking.

Activity Plans

Why it's used: Activity Plans are predefined sets of tasks or interactions assigned to employees within specific departments or companies. They streamline repetitive actions like onboarding steps or periodic evaluations.

Activity Plan Creation

1. Navigate to Employees → Configurations → Activity Plans → New Activity Plan as shown below.

   

2. Fill in the following fields:

   • Name: A title for the activity plan (e.g., Onboarding Plan, Monthly Check-In).
   • Department: Select or create the department this plan applies to.
   • Company: Select or create the relevant company.
   • Status: Enable or disable the plan.

   

3. Action Buttons:

   • Click Create: to save the activity plan.
   • Click Create & Create Another: to save and start a new activity plan.
   • Click Cancel to discard changes.

Working Schedules

Why it's used: Working Schedules define employee work hours, days, and flexibility options. Useful for managing attendance, timesheets, and compliance.

Working Schedule Creation

1. Navigate to Employees → Configurations → Working Schedules → New Working Schedule as shown below.

   

2. Fill in:

   General Information

   • Schedule Name: A name for the schedule (e.g., Standard 9-5, Night Shift).
   • Timezone: Select the time zone where this schedule applies.
   • Company: Assign to a specific company.

   Work Hours Configuration

   • Hours Per Day: Define daily working hours.
   • Full Time Required Hours: Weekly hours required for full-time status.

   Flexibility Options

   • Status: Activate the schedule.
   • Two Weeks Calendar: Enable alternating week schedules.
   • Flexible Hours: Allow employees to work flexible hours.

   

3. Action Buttons:

   • Click Create: to save the working schedule.
   • Click Create & Create Another: to save and start a new working schedule.
   • Click Cancel to discard changes.

Departure Reasons

Why it's used: Departure Reasons are recorded when an employee leaves the company, helping with exit analysis and compliance.

Departure Reason Creation

1. Navigate to Employees → Configurations → Departure Reasons → New Departure Reason as shown below.

   

2. Enter Name (e.g., Resignation, Retirement, Termination).

   

3. Action Buttons:

   • Click Create: to save the departure reason.
   • Click Create & Create Another: to save and start a new departure reason.
   • Click Cancel to discard changes.

Tags

Why it's used: Tags help categorize employees for quick filtering (e.g., Remote, Full-Time, Manager).

Tag Creation

1. Navigate to Employees → Configurations → Tags → New Tag as shown below.

   

2. Enter:

   • Name: Tag label.
   • Color: Assign a color to visually distinguish the tag.

   

3. Action Buttons:

   • Click Create: to save the tag.
   • Click Create & Create Another: to save and start a new tag.
   • Click Cancel to discard changes.

Work Locations

Why it's used: Work Locations specify where employees perform their duties, supporting location-based reporting and resource planning.

Work Location Creation

1. Navigate to Employees → Configurations → Work Locations → New Work Location as shown below.

   

2. Enter:

   • Name: Location title (e.g., Head Office, Remote).
   • Location Type: Choose Home, Office, or Other.
   • Location Number: Internal location reference code.
   • Company: Select the associated company.
   • Status: Enable/disable the location.

   

3. Action Buttons:

   • Click Create: to save the work location.
   • Click Create & Create Another: to save and start a new work location.
   • Click Cancel to discard changes.

Skill Types

Why it's used: Skill Types group various skills to track employee expertise. For example, "Programming" could be a type with skills like Python, Java.

Skill Type Creation

1. Navigate to Employees → Configurations → Skill Types → New Skill Type as shown below.

   

2. Enter:

   • Name: Skill type (e.g., Programming).
   • Color: For easy identification.
   • Status (Toggle): Enable/disable this type.

   

3. Action Buttons:

   • Click Create: to save the skill type.
   • Click Create & Create Another: to save and start a new skill type.
   • Click Cancel to discard changes.

Add Skills to Skill Type

• On the Edit Skill Type page:

  • Click New Skill > enter Name > Create.

  • Click New Skill Level > fill in:

    • Name
    • Level (e.g., Beginner, Expert)
    • Default Level (Toggle)
    • Click Create.

    

Employment Types

Why it's used: Employment Types categorize job nature (e.g., Full-Time, Part-Time, Internship), aiding in contract management and reporting.

Employment Type Creation

1. Navigate to Employees → Configurations → Employment Types → New Employment Type as shown below.

   

2. Enter:

   • Employment Type: Label (e.g., Full-Time).
   • Country: Applicable region.

   

3. Action Buttons:

   • Click Create: to save the employment type.
   • Click Create & Create Another: to save and start a new employment type.
   • Click Cancel to discard changes.

Job Positions

Why it's used: Job Positions represent roles within the organization (e.g., Software Developer, HR Manager). These are used in employee and recruitment modules.

Job Position Creation

1. Navigate to Employees → Configurations → Job Positions → New Job Position as shown below.

   

2. Fill in:

   Employment Information

   • Job Position Title: Name of the role.

   • Department: Assign or create new department.

   • Country: Location of the job.

   • Job Description: Duties and responsibilities.

   • Job Requirements: Skills and qualifications.

   • Recruitment Target: Number of employees to hire.

   • Employment Type: Select employment type.

   • Status (Toggle): Enable/disable the job position.

     

3. Action Buttons:

   • Click Create: to save the job position.
   • Click Create & Create Another: to save and start a new job position.
   • Click Cancel to discard changes.

Summary

This documentation covered the creation and management of various configurations within the Employees module of AureusERP, including Activity Plans, Working Schedules, Departure Reasons, Tags, Work Locations, Skill Types, Employment Types, and Job Positions. Each configuration plays a crucial role in streamlining HR processes and enhancing employee management.