Employee profile management - Additional information

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Employee profile management - Additional information

Introduction

The Profile section is defined per company. It contains many information files affecting payroll, such as Employment and compensation, Payroll settings, Percentage distribution.

Modifications to the employee file are automatically saved and listed under the Modification history section. You may add a reason for the change in the Modification reason field, available in some screens.

Important

In the Employment and compensation function, under the Positions heading, it is possible to enter a position modification with an immediate Position change date in the Current values section or with a future Effective date in the Future modifications section. In the same way, under the Remuneration heading, it is possible to enter a remuneration modification with an immediate Salary change date in the Current values section or with a future Effective date in the Future modifications section. Note that a date that is included in the current pay period must be entered in the Current values section.

Things to remember

A user must have a Complete access to Personal information or Display salary (User management > User profile > Access to functions > Confidential data section) to view or modify the Social Insurance Number, date of birth, age, Health Insurance Number, license number – classification and user code, salary information (hourly rate, annual salary or any other information which identifies an employee’s salary).

If the user has a Personal information access checked at None, fields which usually contain this personal information contain no values.  

If the user has a Display salary access checked at None, fields which usually contain salary values contain no values.

hmtoggle_plus1Summary of employee information

▪A reduced-size employee photo:

oTo display the photo, you must activate Employee photo management (Configuration > Business > Configuration > Business options).

oA user with full access to the Photo management function, available under Pay and HR of the Access to functions screen (User management > User profile), can add, modify or delete an employee's photo in Personal information.

▪The raccourci courriel icon:

oThis icon is displayed to the far right of the summary and is active if the employee has a user code and a validated email address. For more information on how to validate an email address, see Adding/Validating/Modifying your email address.

▪The Salary information:

oA user must have Complete access to Display salary (User management > User profile > Access to functions > Confidential data section) to view salary information (hourly rate or annual salary).

hmtoggle_plus1Attached documents management

Things to remember

▪Attached documents are displayed, added, and deleted depending on the user's access rights to Attached documents. The documents in the ‘’Confidential’’ category are only available if you have access to the Confidential documents function. Access to these functions is managed under Confidential data (User management > User profile > Access to functions).

▪Documents can be attached from the functions containing the Attached documents section, such as: Absences, Disciplinary actions, Education, Employment and compensation, Asset management, Events, Participants, Performance review, Personal information, Skills, Work experience and Work injuries. Important: Some of these functions are only available if you have the Human Resources solution.
hmtoggle_plus1Modification of personal information by the employee

If your business uses the Self-service solution, you can give your employees access to the Personal information and Emergency contacts functions (User management > User profile > Access to functions). Your employees can then view or modify some of their personal information (My employee file or Profil > Personal information) and their emergency contact list (My employee file Profil > Emergency contacts). See the Adding/Viewing/Modifying/Deleting emergency contacts and Viewing and modifying your personal information procedures.

You can define a customized task so as to be informed of any personal information updates made by your employees. See Things to remember.

Mass entry of Employment and compensation

It is possible to do a mass update of certain Employment and compensation fields (Payroll > Tools > Mass entry). Note that the customized fields you have created in Employment and compensation can also be modified massively. For more information on customized fields, please refer to Creation of customized field.

What do you want to do?

Managing a future modification

Adding/Viewing/Modifying/Deleting emergency contacts

Consulting the employee profile summary

Defining a customized task

Generating a record of employment (ROE)

Generating records of employment (ROE) massively

Modifying employment and compensation data

Modifying employment and compensation data massively

Modifying payroll settings

Modifying personal information

Saving and submitting a ROE Web File

Terminating an employee