How to Set Up Employee Module (HR Users)

Modified on Thu, 1 Jun, 2023 at 9:54 AM

A Complete Guide for Key Users

As a key user, you may be wondering where to start to set up the settings in the Employee Module as this module is considered a foundation for other operational modules such as leave, attendance, payroll, and claim.

In order to ensure the Employee Module has been set up correctly and in order, we have created a step-by-step guide for you.

You may navigate to our Need Help? Button for the other related articles that are not enlisted in this guide :

1. Send Worksy Invitation to Employees

First of all, you may need to send an activation link to your employees in order to open a Worksy account by themselves.

Read the below article on how you can perform this action :

2. User Accounts & Access Right

Then, you need to define the user role of an employee which differentiates the screens that they can access from another employee.

Example :

HR Admin = Access to Payroll Process Screen

Employee = Access to My Payroll Screen to view payslip

3. Create Employee Profile

Then create an employee profile either directly on the Employee Directory or by batch create employee using our predefined import template

4. Timeline of Employee Profile

After creating an employee profile, you may need to make sure that all are correct in the employee timeline based on chronological order.

5. Progression Update

If you wanted to add any updated information, confirmation, salary update, resignation and rehire back, you will need to use the Progression Update screen to update it in the employee profile timeline accordingly.

6. Profile Edit Request Approval

After employees submit requests to change certain information in their employee profile, you may refer to the below article on how to approve them.

Profile Edit Request Approval: Knowledge Base (freshdesk.com)

8. Create a Team

You may proceed to create a Team for your team leaders and their subordinates and can set up access to edit & view certain screens accordingly.

In order to learn more about this, proceed to the article at the below link :

Creating Team: Knowledge Base (freshdesk.com)

9. Create Notice Board Announcement

Notice Board can help to circulate new upcoming news in your company to your employees. To learn more about this, click the below links :

10. Create an Organization Chart

An Organization Chart can be created, made viewable, and downloadable to ease the manual drawing of the company board members and the subordinates.

Proceed to the below link to learn more :

Setting Up Organization Chart : Knowledge Base (freshdesk.com)

11. Employee Report

You also may generate various reports in the Employee Module as shown in the below links. Apart from these, there are many more reports that can generate your employee details in one place.