Register Additional Employee Information

Register Additional Employee Information

In this application, the pension information of managers and/or employees is registered, modified and searched.
In addition, one can assigned or modified:
  1. Assign Employment Contract Type: The initial contract as well as subsequent variations.
  2. Register Savings Information: The amounts of savings agreed with AFP/APV.
  3. Register Credit Information: The credits that the manager and/or employee has with the compensation fund institutions.
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
The initial screen displays the following sections:
  1. Search Managers and Employees with Additional Information: Allows you to search for pension information of managers and/or employees already registered.
  2. Additional Information Regarding Managers and Employees: Displays the pension information of the managers and/or employees already registered, and the result of the searches performed.

Search Managers and Employees with Additional Information

To search for the pension information of the managers and/or employees follow the steps below:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
In the section Search Managers and Employees with Additional Information enter the information corresponding to the managers and/or employees you are looking for, in the following fields:

Field
Description
Branch
Choose the Branch to which the managers and/or employees you are looking for belongs.
Department
Select the department in which the managers and/or employees you are looking for is located. Display the branch and department assigned to the employee.
Employee Name
Choose the legal name of the managers and/or employees or the 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: movements can be made to them.
Inactive: Displays the managers and/or employees that have had movements but are deactivated.
All: Lists all the managers and/or employees of the Human Resources module.
Credit
Pressing the check box considers the managers and/or employees who have Credit.
Savers
If you click on the check box, managers and/or employees who have Savings are considered.
Credit or Loan
Pressing the check box considers managers and/or employees who have Credits or Loans.

Click on the Search button.   
In the section Additional Information Regarding Managers and Employees will show the result of the search.
You can choose one or several filters; depending on the filters used will be the specificity of the search.

Register Additional Information Regarding Managers and Employees

To enter the pension information of managers and/or employees, follow the steps below:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Insert icon in the Additional Information Regarding Managers and Employees section.
Enter the information corresponding to the managers and/or employees in the Register Additional Information of Managers and Employees section:

Field
Description
Employee Name*
Select the name of the managers and/or employees.
Branch - Department
Displays the branch and department to which the managers and/or employees is assigned.
Current Contract Type*
Indicate the type of contract that corresponds to the managers and/or employees.
Apply Tip*
Click on the check box to indicate if you receive the bonus concept.
Credit*
Click on the check box to indicate if you have credit.
% Commission*
Capture the commission percentage.
Pensioned*
Click on the check box to indicate if you are a pensioner.
IPS - Fonasa
Click on the check box to indicate if you are enrolled in Fonasa.
Hard Work*
Press the check box to indicate if it is heavy work.
AFP Belongs*
Select the AFP to which you belong.
Cash Regime*
Indicate to which Fund you belong.
Isapre Preference*
Select which Isapre you belong to.
Isapre Plan*
Capture the Isapre plan amount
Currency Plan*
Indicate in which currency the plan is denominated (CLP, UF)
Income Estimate Per Semester
Amount of base semiannual salary for the determination of the base family allowance payment.
This calculation is performed automatically with the employee's information for the month of July, but can be modified manually.
Matching Branch
Section that corresponds to enter A, B, C or D.
This calculation is performed automatically with the employee's information for the month of July, but can be modified manually.
No. Family Allowance
It is displayed according to what is entered in the Employee Family Registry application.
Automatic Modified Income
Displays the user information, date and time that records the Semester Prom Entry and Corresponding Section fields.
Previous Years Worked
Number of years worked of previous jobs to be considered for the calculation of progressive vacation.
*Mandatory fields
Click on the Add button.

Assign Employment Contract Type

To modify the Contract Type of managers and/or employees after entering the data of the managers and/or employees in the Additional Information Regarding Managers and Employees application, perform the following steps:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Edit icon in the Sel column in the Additional Information Register of Managers and Employees section of the employee whose contract is to be modified.
In the Assign Employment Contract Type section enter the following fields:

Field
Description
Contract Type*
Select the new type of employment contract.
Start Date*
Enter date dd/mm/yyyy; or press calendar.
Enable
Click on the check box to activate the modification of the contract type.
*Mandatory Fields
Click on the Add button.
The Employment Contract of section displays the contracts that the employee has had.


Savings of Managers and Employees

Register of Saving Information of Managers and Employees

To allocate the AFP/APV savings of managers and/or employees perform the following steps:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Edit icon in the Additional Information Regarding Managers and Employees section of the employee to whom the AFP/APV savings will be added.
Enter the information corresponding to the managers and/or employees in the Register Savings Information section:

Field
Description
Savings Amount*
Capture the amount of savings.
Percentage*
Enter the percentage of savings.
Saving Type*
Select the type of savings.
Institution Management*
Choose the institution that manages the savings.
Agreement No.*
Enter the savings agreement number.
Enable
Press the check box to activate the saving.
Voluntary Affiliated Last Name
Enter the paternal and maternal surnames.
Voluntary Affiliated Names
Enter the name(s) of the volunteer member.
Voluntary Affiliate Tax ID
Enter the RUT of the voluntary member.
*Mandatory Fields

Modification of Savings Information

To Modify the AFP/APV savings of managers and/or employees follow the steps below:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Edit icon in the Additional Information Regarding Managers and Employees section of the employee whose AFP/APV savings are to be modified.
Enter the corresponding information in the appropriate fields in the Register Savings Information section.
Click on the Save button.
The Savings Information section displays the savings modifications you have made.

Register Credits Information

To assign the credits obtained by the managers and/or employees perform the following steps:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Edit icon in the Additional Information Regarding Managers and Employees section of the employee to which the department will be assigned.
Enter the corresponding credit information for the managers and/or employees in the Register Credit Information section in the fields:

Field
Description
Amount Fee*
Amount of the fee.
Total Installments*
Total number of installments of credit.
Currency*
Select the currency of the credit (CLP, UF).
Credit Type
Indicate the type of credit.
Installment Type
Select installment type.
Institution*
Indicate the Institution with which you have the credit.
Credit No.*
Enter the credit number.
Reason
Capture credit reason.
Enable
Press check box to make the credit active. If this option is removed, no salary deduction will be made.
*Mandatory fields
Click on the Add button.
In the Credit Information section, the contracts that the employee has had are displayed.



Modification of Credit Information of Managers and Employees 

To modify the credits registered to the managers and/or employees perform the following steps:
Go to: Human Resources → Catalog of Managers and Employees → Register Additional Employee Information
Click on the Edit icon in the Additional Information Regarding Managers and Employees section of the employee whose credit information is to be modified.
Enter the corresponding information in the appropriate fields in the Register Credit Information section.
Click on the Save button.
The Credit Information section displays the modifications made to the contracts.

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