Workforce allows managers and staff in charge to manage employee details to maintain accurate and updated records regarding their contact information, roles, and availability.
Start from: The Workforce module.
- Select Workforce Management > Template 2.0.
In the Template 2.0 (CVE) screen, select from the list the employee whose information you wish to manage.
The screen will open in the Employee Record tab. This tab has four sections:
Employee details
In this section, you can change any data related to the employee's record, such as personal data, attach a photo, add emergency contacts, medical checks, among others.
Here you can also activate or deactivate the GIR Staff profile, view their credentials, change their profile, and reset the password.
Work information
In this section, you can manage the different work periods of the employee and, within them, the work situations. These correspond to changes in the type of contract, different shift restrictions, or transfers to other work centers.
- To edit the current work period, select the three dots button in the period field and select Edit.
- The Edit work period modal will be displayed, where you can modify information such as start date, end date, reason for leaving, notification date, and additional information.
- To expand the detail view of a work situation, select the down arrow button.
- To edit a work situation, select the three dots button in the situation field and select Edit from the dropdown menu.
Note: You can also delete this situation by selecting Delete from the dropdown menu.
- The Edit work status modal will open, allowing you to modify details such as effective date, expected end date, work center, category, contract, and work restrictions.
- Select Accept to save the work situation configuration.
- You can add a new work situation by selecting the button + New work situation.
- To create a new work period, select the button + New work period.
- A modal will open that allows you to create a new period and set the start date, expected end, center, category, and contract.
- Select Accept to save the new period.
Time tracking
In this section, you can configure the codes to clock in the T&A applications, either by PIN code or magnetic and NFC cards, and you can also select the business units where the employee is entitled to clock in using the center selector tree.
To generate a clocking code, you can assign a four-digit number of your choice, or select the arrow button to generate a random code.
Once you finish configuring codes and selecting centers, press the Save button to save the changes. In the confirmation window, select Save again.
Documentation
In the documentation section, for now, you can only see the documents assigned to the employee you are consulting, as long as you have the necessary permissions to view them.
If you want to add more documentation and send it, for now, you can only do it from the Documentation section of Workforce.
To learn more about documentation management in Workforce, see the articles in the category Workforce > Documentation / Documentation.
