Employees are critical within FreeBalance Applications, they are present in several Platform modules such as Human Resources, Procurement, Assets, Inventories, etc.
The Employees information is used for several purposes such as a Record of Responsible Employees in processes like Procurement Documents, Claim Resolution Committees, Asset Custodies, etc.
Overview
It specifies the marital status of an Employee. It is referenced in the Employee entity. This is used in reports to filter and also to have statistics on the employee mass.
Navigation
Admin ► Common Entities ► Employees ► Marital Statuses
Marital Status screen Fields
Field | Description |
Code | Unique identification number identifying the Marital Status. |
| Active | If false, the Marital Status cannot be used anymore and it would be there for reference purpose only. |
| Is Remarried | This check-box will be used in the retirement module to verify if a widow is remarried. |
| Abbreviation | Short form word describing the Marital Status. |
Overview
The Employees information is used for several purposes such as a Record of Responsible Employees in processes like Procurement Documents, Claim Resolution Committees, Asset Custodies, etc.
Field | Description |
| Picture | Add employee photo. |
Code | Unique identification for the employee. |
| Workflow Status | It will show the workflow status e.g. created, approval request etc. |
Name Prefix | Prefix of Name of Employee. |
First Name | First Name of Employee. |
Middle Name | Middle Name of Employee. |
Last Name | Last Name of Employee. |
Default Language | Language spoken by Employee. |
Date of Birth | Birthday of Employee. |
Place of Birth | Location of Birth of Employee. |
Gender | Gender of Employee. |
Social Number | Social Number of Employee. Unique number. |
| Identification Document Number | Document number which is used as the identity of the employee. |
Marital Status | Relationship status of the Employee. |
| Marriage Date | Employee date of marriage. |
Active | If checked, Employee is available for this function. |
Application User | Username for the employee. |
Institution | The institution in which the employee belongs to. |
| Created On | System current date and time capture. |
| Created By | System automatically show. |
| Approved On | System automatically show. |
| Approved By | System automatically show when workflow reaches to the approval. |
Country of Origin | Country that Employee is from. |
| Employee Designation | Designation of the employee. |
Overview
Address information of the employee is mentioned in this tab.
Address Tab screen Fields
Field | Description |
Is Main | Whether the address is the main address, is to be mentioned in this field. |
Region | The region where the address belongs is to be selected from the lookup button. |
| Country | It allows to select the origin country of the employee from the drop-down list. |
Address Type | The kind of address gets mentioned in this field. For example, main address, work address, etc. |
Address | The details of the address is mentioned in this field. |
Postal Code | Postal code of the address. |
Overview
Details regarding contacting the customer is added from this tab present in Employee entity.
Attachment Tab screen fields
| Fields | Description |
| Id | It is system generated unique identification number. It will be unique in the system and it’s visible to the user. |
| Attachment Classification | It represents different types of documents and its pre-defined in the system. |
| Title | Title of the document added by the user. |
| Description | User description of the document. |
| Attachment | User selects the pre-defined document type for the attachment. |
| Date Time | System automatically determinates the extent date and time of the last operation performed on the attachment. |
| Date | Select the date from the available calendar in the application. |
| User | Username will be shown here. |
Overview
Information of employee contacts are added from this tab.
Contact screen Fields
Field | Description |
Is Main | Whether the contact added, is the main address, gets mentioned in this field. |
Contact Type | The kind of contact is selected from the drop-down box in this field. For example, it may be the phone, mobile, or e-mail, etc. |
Contact Location Type | Whether the contact mentioned home address, work address, gets mentioned. |
Contact Value | The contact is defined in this field. |
Description | It allows to put description regarding the contact is mentioned in this field. |
Overview
Record of prefix attached in front of First Name of employee are added from this entity.
Navigation
Admin ► Common Entities ► Employees ► Name Prefix
Name Prefix screen Fields
Field | Description |
Code | Unique identification code of the record for name prefix. |
Active | Whether the record is active and available for use, is mentioned in this field. |
For Army | Whether the name prefix is for Army, is mentioned in this field. |
Prefix Name | Prefix Name is mentioned in this field. |
Overview
It will allow the employee, designated as Supervisor to query transactions workflow process status.
Navigation
Admin ► Common Entities ► Employees ► Supervisor
Supervisor Screen Fields
| Fields | Description |
| Code | Unique alphanumeric code of year. |
| Active | If false, the Fiscal Year cannot be used anymore and it would be there for reference purposes. |
| Supervisor | The employee that is going to be defined has the supervisor for the selected institution. |
Supervisor Name | The name of the selected employee as the supervisor. |
| Institution | The Institution whose employees will be supervised by the defined supervisor. |
| Institution Name | The name of the selected institution. |
| Subordinate Employees | The set of to be subordinated for the Supervisor. |