Define Officers and Employees Catalog

Define Managers and Employees Catalog

In this application the general information that identifies the managers and employees is registered, modified and searched:
In addition, it can be assigned or modified:
  1. Salary: the initial salary as well as subsequent variations. 
  2. Periodic Fixed Transactions: The initial transactions as well as subsequent variations.
  3. Departments: The variations of departments that the manager or employee has.
  4. Positions: The promotions that the manager or employee has.
Go to: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog

The initial screen displays the following sections:
  1. Search of Managers and Employees: allows you to search for managers and/or employees already registered.
  2. Catalog of Managers and Employees: shows the managers and/or employees already registered, and the results of the search performed.

Search of Managers and/or Employees


To search for Managers and/or Employees perform the following steps:
Go to: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
In the Search of Managers and Employees section, enter the information corresponding to the managers and/or employees you are looking for, in the following fields:

Field
Description
Department
Select the department in which the manager and/or employee you are looking for is located.
Remuneration Type
Choose the type of remuneration in which the manager and/or employee you are looking for is located.
Employee Name
Legally registered name of managers and/or employees or tax identification code [CL=RUT, MX=RFC].
Status
You can choose from the following statuses:
Enable: It will display the Managers and/or Employees that are active: Registrations can be made to them.

  1. Enable: Displays the Managers and/or Employees who are currently working.
  2. Inactive: Displays the Officers and/or Employees that have had movements but are deactivated.
  3. All: Lists all the Officers and/or Employees of the Human Resources module.

Click on the Search button.   
In the Catalog of Managers and Employees section the search result will be displayed.


InfoYou can enter information in one or several fields; depending on the filters used, the better the search.

Register of New Managers and/or Employees


To enter the information of new Managers and Employees, follow these steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Insert icon in the Catalog of Managers and Employees section.
Enter the information corresponding to the managers and employees in the Define Catalog Managers and Employees section:

Field
Description
User (Autofill)
Allows you to select users already registered in Novohit.
Last Name*
Paternal last name of the manager and/or employee.
Mother's Last Name*
Last name of the manager and/or employee mother's maiden name.
Name*
Names of the managers and/or employee.
Tax ID*
Tax identification code: RUT in Chile or RFC in Mexico.
Internal Code
Company control number.
Date of Birth
Enter date of birth dd/mm/yyyy or use the calendar.
Gender*
Indicate gender.
Active Department*
Select the initial department. Subsequent department changes are made in the respective App in this same application.
Area or Branch*
Choose the area or branch.
Current Position or Title*
Indicate the position or title.
Educational Level*
Choose educational level.
Occupation*
Capture profession.
Marital Status*
Select marital status.
Dependents
Click on the check box to indicate if you have dependents. It will be displayed in the Register of Employee Family Member application
Nationality*
Indicate country of nationality.
Start Date*
Start date of the labor relationship with the manager and/or employee. Enter dd/mm/yyyy or use the calendar.
Enable
Press the check box to indicate if it is active. If this option is removed, the officer and employee will not be displayed to perform movements.
Remuneration Type*
Choose type of remuneration.
Termination Date
Date on which the manager and/or employee terminates the employment relationship. It will be shown when the termination is made.
Currency*
Select Currency of remuneration.
% Commission*
Enter % commission that corresponds to you.
Account to Deposit
Enter the bank account number to deposit the remunerations.
Bank
Indicate the bank of the account to be deposited.
Branch
Register bank branches that correspond.
Location
Enter the bank that belongs to you.
Address*
Place where you have your residence or tax address.
City*
Urban area where you have your residence.
State/Province*
State, province or county to which it belongs.
Zip Code
Postal code or mailing address of the legally registered address.
Country*
Nation or Country.
Telephones*
Numbers to contact via telephone on fixed or cellular devices.
Corporate Telephone
Enter the corporate/workstation telephone number.
Info
If the user is a contact for a department the user's corporate telephone number will be used as a contact in the EMPCICO mobile application.
eMail
E-mail address to receive e-mails.
Notes
Do not leave blank spaces before or after the email.
Notes
You can put more than one email separated by "," e.g.: destinatario1@empresa.com,destinatario2@company.com
Do not leave blank spaces between emails.


Corporate eMail
Enter the corporate issued email. 
Notes
Do not leave blank spaces before or after the email.
Info
If the user is a contact for a department the user's corporate eMail will be used as a contact in the EMPCICO mobile application.
Description
Comments regarding the managers and employee are captured.
User
Enter employee's EMPCICO username.
Info
The username MUST be entered as a string. (ex. cbrown)
Notes
If the users work duties do not include working in the Novohit application then the users' usernames may be created directly in the Managers and Employees Catalog to log into the EMPCICO applications, 
Password
Enter employee's EMPCICO password
Info
Do NOT use special characters in the password string.
Notes
If the users work duties do not include working in the Novohit application then the users' password may be created directly in the Managers and Employees Catalog to log into the EMPCICO applications, 
Photograph
A photograph of the managers and/or employee is entered.
*Mandatory Fields

Press the Add button and the following sections will be displayed:
  1. Assign Salary: Where the initial remuneration will be assigned and/or the salaries will be modified.
  2. Assign Periodic Fixed Transaction: The fixed variable transactions of the managers and/or employee are registered and/or modified.
  3. Assign Department: The department modification, since the managers and/or employee is registered, the initial department is assigned.
  4. Assign Position of Employment: The modification of the position, since the managers and/or employee is registered, the initial position is assigned to him/her.

Modification of Managers and Employees


To make modifications to the information already registered for Managers and/or Employees, in the Catalog of Managers and Employees section, follow the steps below:
Log in to: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to be modified.
Enter the information corresponding to the managers and/or employees in the assign section in the corresponding fields.
Click on the Save button.

Modification of Photographs of Managers and Employees


To assign the photograph of the Managers and/or Employee after entering the information of the Managers and/or Employees in the section Define Catalog Managers and Employees perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
In the Catalog
 
of
 
Managers and Employees section, click on the Edit icon in the Sel column of the managers and/or employees to whom the photograph will be assigned.
In the Define Catalog Managers and Employees section, in the Photograph field, press the Add Image icon to display the Images screen that shows the following sections:
  1. Add Files Allows you to upload photo files from your computer to Novohit®.
  2. Image Selector Selects photo files.
Importing the photo file into Novohit® can be done by calling the file(s) through the directory:
  1. Click on the Add Files button in the Select Files section and the computer will display the file or folder containing the files that will be selected.
  2. Click on the file(s) to be imported into Novohit®, click on the Open button.
  3. Dragging the XML file(s):
  4. Select the file(s) to import into Novohit® and drag them to the Select Files section under "drag files here".
  5. Once the files are displayed in the Select Files section press the Start Upload button to import them to the server.
  6. In the Image Selector section to select:
  7. Single image you can click on the image.
  8. To save multiple images you must check the box and press Save Selected.
  9. Press the Back button at the bottom right of the Images section.



Register of New Salary for Managers and Employees


The starting salary of Managers and/or Employees is registered after entering the information of the Managers and/or Employees in the Assign Salary section by performing the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee whose salary is to be entered.
Enter the information corresponding to the managers and employees in the Assign Salary section in the fields:

Field
Description
Enable
Press check box to make the salary active. By unchecking this option the salary will not be considered.
Remuneration Start Date*
Enter date. dd/mm/yyyy; or press calendar.
Payment Period*
Choose the remuneration payment period.
Remuneration*
Enter the amount of the salary.
Remuneration*
Select type of remuneration.
*Mandatory Fields
Click on the Add button.

Modification of Salaries of Managers and Employees


To make modifications to salaries already registered for Managers and/or Employees, in the section Assign Salary, follow the steps below:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to be modified.
Enter the information corresponding to the managers and/or employees in the Assign Salary section in the corresponding fields.
Click on the Save button.

You can make changes to multiple employees in the Register Massive Salaries and Variation application.

Periodic Fixed Transactions of Managers and Employees



To assign the periodic fixed transaction of Managers and/or Employees after entering the information of the Managers and/or Employees, in the section Assign Periodic Fixed Transactions, perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee for whom the periodic fixed transactions will be entered.
Enter the information corresponding to the managers and/or employees in the Assign Periodic Fixed Transactions section:

Field
Description
Concept*
Select the concept to be assigned.
Start Date*
Enter date dd/mm/yyyy; or press calendar.
Payment Period*
Define the payment period.
Period No.*
Indicate the corresponding Week or Biweekly number. Indicate 1 when the payment period is Monthly.
Amount*
Enter the amount of remuneration.
Quantity
Times the transaction will be paid.
Remuneration*
Select remuneration period.
Description
Add comment or information regarding the fixed movement.
*Mandatory Fields
Click on the Add button.

Modification of Fixed Periodic Transactions of Managers and/or Employees


To modify the periodic fixed transactions of Managers and/or Employees after entering the information of the Managers and/or Employees in the section Assign Periodic Fixed Transactions, follow these steps.
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to be modified.
Enter the information corresponding to the managers and/or employese in the Assign Periodic Fixed Transactions section in the corresponding fields.
Click on the Save button.
You can make changes to multiple employees in the application Register Massive Periodic Fixed Transactions per employee.

Managers and Employees Department



To assign the department to the Managers and/or Employees after entering the information of the Managers and/or Employees in the Assign Department section follow these steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to which the department will be assigned.
Enter the information corresponding to the managers and/or employees in the Assign Department section:

Modification of the Managers and/or Employees Department


To modify the department to the Managers and/or Employees after entering the information of the Managers and/or Employees in the Assign Department section perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to be modified.
Enter the information corresponding to the managers and/or employees in the Assign Department section in the corresponding fields.
Click on the Save button.

Position of Managers and/or Employees



To assign the position of Managers and/or Employees after entering the information of the Managers and/or Employees in the section Assign Position of Employment perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee whose position is to be entered.
Enter the information corresponding to the manager and/or employee in the Assign Position of Employment section in the fields:

Field
Description
Position or Title*
Select the position or position to be assigned.
Start Date*
Enter date dd/mm/yyyy; or press calendar.
Enable
If you remove this option, the salary will not be considered.
*Mandatory Fields
Click on the Add button.


Modification of Position of Managers and/or Employees


To modify the position of Managers and/or Employees after entering the information of the Managers and/or Employees in the section Assign Position of Employment perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Define Managers and Employees Catalog
Click on the Edit icon in the Catalog of Managers and Employees section of the employee to be modified.
Enter the information corresponding to the managers and/or employees in the Assign Position and Responsibility of Employment section in the corresponding fields.
Click on the Save button.




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