How do I setup and use an HR Process?

In order to add an HR Process to an employee record, you must create and establish the process itself. 

Creating an HR Process

• Navigate to Maintain>HR Codes

• From the Dropdown, select HR Process Names

• Using a blank row, enter a new HR Process Name Code, Title and Status 

• Select Save

Setup the Process Name and Tasks

• Navigate to Maintain>HR Processes

• From the dropdown, select the newly created Process Name

• Enter in a Process Type, TItle and check all the Applicable task boxes.  Descriptions of the boxes can be found in the HR Product Guide (Help>Manuals>HR Management) 

PLEASE NOTE:  A Process Type is required, if you attempt to save without having data in this field, you will receive the error below:

• Once all Task selections have been made>Save

Do not save an HR Process Name without selection of at last one task, Process Names established without a task selection will result in and error when selected for assignment to an employee:




Adding Process Names for Employees

• Navigate to Employee Info, select the employee requiring a Process assignment

• Navigate to the HR Processes tab

• Select Assign Process

• Select a Process, Date Assignment, Location, Department and Process Group

• Click Add

• You should receive a confirmation message similar to the one shown below: