Capture Payroll Details

The purpose of this task is to allow the capturing and updating of an employee’s payroll information.

Animation: In this animation we confirm an employee’s payroll information.

Steps

  1. If this task is not a pending task item, then navigate to start a process and select Human Resources, then select the Employee Onboarding process, the select Employee Payroll task.
  2. If this is not an automated task, Step 1 will need to be completed where the signed in user (Finance Role) must first select the employee from the onboarded employees list, confirm the employee detail information is accurate,
  3. Then move to Step 2 where we confirm the banking details and move to Step 3 where we capture / update the employee payroll information.
    • Employee Number
    • Date Created
  4. Click Continue to complete the task.

Update an Employee Number

The purpose of this task is to allow the capturing and updating of an employee’s payroll information.

Note: This is also the only screen an employee number can be changed / updated.

Animation: In this animation we update an employee’s employee number.

Steps

  1. Navigate to Start a Process and select Human Resources, then select the Employee Onboarding process, then select Employee Payroll.
  2. If this is not an automated task, Step 1 will need to be completed. The signed in user (Finance Role) should first select the employee from the onboarded employees list, confirm the employee information is accurate,
  3. Then move on to Step 2 where we confirm the banking details, then on to Step 3, where we update the employee payroll information, namely the Employee Number.
  4. Click Continueto complete the task.