Employee Types

This option is used to add an employee type. 

To add an employee type, do the following:

1. Select a scenario to which you want to add the employee type.
2. Click the Add icon. The Add Employee Type page appears.
   
   
3. Provide a unique code and name for the employee type in the respective fields.
   
   
4. In the Compensation Items field, search and select the required items from the drop-down list.
   
   Note:

   You need to select at least one Wage Type for the employee type you want to create before saving.

   Note:

   • You can choose multiple compensation items or select all of them as per your requirement. The Select All option can also be used to unselect compensation items. The selected compensation items will be displayed in the Select Compensation field. You can repeat this process to assign as many required compensation items as necessary.
5. Click the Save icon to save your changes and return to the Employee Types page.
   Note:

   This option is available for all scenarios except for the Default Scenario.
6. Click Review Setup for the selected employee type to view the review percentage value by employee type versus individual employee. The Review Setup page appears. Click here to learn more about the options on the Review Setup page.
   
   
7. Scroll down to find your employee type and click the drop-down.
   
   
   
   1. In the Current Raise Percent field, type the required raise percentage value for employees of this employee type. The default value for this field is always zero.
   2. In the Review Type field, select whether there will be Single or Multiple reviews for employees of this employee type. The default value is always Single.
      1. If you want to go with the Single review type, change the Raise Percent value. The default value of the Raise Percent is always zero.
         
         
      2. If you select Multiple, the Date and Percentage(%) fields are displayed. Select the review date and enter the corresponding raise percentage value. You can add or delete review dates and percentages by using the Add and Delete icons.
         
8. Click Save to save your changes.

This option is used to edit an existing employee type. 

To edit an employee type, do the following:

1. Click the Edit icon. The Edit Employee Type page appears.
   
   
2. Update the Employee Type Code and Employee Type Name values if needed.
   
   
3. Edit the existing compensation items list by selecting or deselecting Compensation Item(s) from the drop-down menu.
4. Select the Update Compensation Items against Employee Data option to update the existing employee data. If not, leave the option unselected and click Save.
   Note:

   Editing the compensation items mapped to an employee type affects all employees mapped to that employee type. So, if you want to map the updated employee type to the new employees, but not to the existing ones, leave the option unselected.

   

   Let's understand this with an example: If you want to delete the Medicare compensation item for the ASM employee type, unselect the Medicare option from the drop-down menu and select Update Compensation Items against the Employee data option. A pop-up will appear, informing you that this item will be deleted for all employees of the ASM employee type and update the employee data.

   
   

5. Click OKto confirm. The Employee data update screen appears.
   
   Note

   All positions are selected by default. However, if you do not want to update any employee positions with the changes, you can unselect them from the list.
   
   
6. Click Save to save your changes.

This option is used to delete the employee type.

To delete an employee type, do the following:

1. Select the employee type you want to delete.
   
   
2. Now, click the delete icon. A confirmation message appears on the screen to confirm the deletion.
   
   Note:

   You cannot delete an employee type if is mapped to the employee(s).

The Publish Employee Type option prompts the system to automatically update the data for all employee types to the workforce cube (available for all scenarios except for Default Scenario).

This option allows you to set up the review percentage value for the employee type. 

Here are the different options available on the Review Setup screen.

• Save: This option allows you to save all the changes that you have made for the employee types.
• Reload: This option allows you to refresh so that you can view all the latest employee types here, even if you create or edit any employee types.
• Show All: This option is used to expand all the employee types on the screen. By default, only the first employee type is expanded, but clicking Show All expands all the employee types. Each expanded employee type will display its respective fields, including Current Raise Percent, Review Type, and Raise Percent.
• Export to Excel: This option allows you to export all the data that is visible on the Review Setup screen. This report provides a list of employee types along with their associated review type. It also includes the raise percentage for the respective employee type.
• Print: This option is used to print the data visible to you on the Review setup screen.

This option simplifies your search process. By clicking the Filter option, you can narrow down your search results by employee type and code. 

The search fields appear below the Employee Type Code and Employee Type Name columns, making it easier for you to find your employee type. 

These options allow you to export the employee types data.