In an employee's profile, apart from a general summary , you will find six tabs where you can consult and modify details about their payroll , contracts , bonuses , absences , time control and documents .
1. Summary
In this tab you will find a summary of the most important things related to the employee's profile, such as the balance of payroll and absences, among other things.
Select your employee from the list
From the pop-up window on the left click the More button
2. Payroll
Create, assign and consult the payroll of your employees.
Select your employee from the list
From the pop-up window on the left click the More
button
Go to the Payroll
tab
Click on the + button top right and select Payroll
Payrolls are posted as Expenses , therefore they can also be posted from Expenses > Payroll > New Payroll .
3. Contracts
Register work contracts with all the necessary information. By default you will have 6 types of contracts available , consult them and add new ones if you need from Settings > Team > Organization .
Select your employee from the list
From the pop-up window on the left click the More
button
Go to the Contracts
tab
Click on the + button top right and select Contract
Fill in all the fields and upload a copy of the contract
At the end of a contract, an employee's profile will not be deleted : their status will simply change to ex-employee and they will not be charged more for him. When retrieving a contract, the status will change to active and the employee will be charged again. For both actions:
From the Contracts tab, click the three-dot (⋮) menu top right
Select End Contract
Choose the reason for the layoff, set an end date and leave a comment
Click on Continue
Type the email address of the employee
Confirm the action
4. Bonus
Create, assign and view the extra rewards of your employees.
Select your employee from the list
From the pop-up window on the left click the More
button
Go to the Bonus
tab
Click on + Create bonus
Fill in the fields and set the conditions
Click Save
To mark a Bonus as completed do the following:
Select the bonus
Sets the value current
Check the box Completed
Defines the amount to be paid
Confirm the action
5. Absences
Consult, create and delete, if necessary, the absences of your employees. Manage absence policies and types from Settings > Equipment > Absences .
Select your employee from the list
From the pop-up window on the left click the More
button
Access the Absences
tab
Click the + button top right and select Absence to create a new
You can add directly absences for workers, which will be approved automatically, although only someone with the role of Administrator or Human Resources will remove .
6. Time control
Consult and approve the time control of your employees.
Select your employee from the list
From the pop-up window on the left click the More
button
Access the Time Control
tab
Select time control
, edit or approve the details
In the case where your employees use the Holded app , you will be able to check its location , as long as geolocation is enabled on the device and they are granted the correct permissions to the application.
7. Documents
Check the documents shared with the workers of your company, such as identity documents or proof of absences. You can create and organize new folders from Settings > Team > Employee zone
Select your employee from the list
From the pop-up window on the left click the More
button
Go to the Documents
tab