Initial Settings

Employee Registration

6min

Actions at 4biz always involve the participation of one or more individuals. Their employee registration must be previously done for them to interact with the platform and with each other.

So, before having a ticket registered, a service completed, or access granted, everyone must have their data registered in 4biz . Data and registrations can be included, changed, or deleted, reflecting the person's situation before the organization.

📌 IMPORTANT! Note that every user must first be registered as an employee.

Before getting started

To register an employee, it is mandatory to designate a unit and a position. If necessary, it is possible to register units and positions from the employee registration form itself.

Procedure

  1. Access the functionality through the Navigation Menu > General Records > Personnel Management > Employee;
  2. Click on the Employee Registration tab to add a new employee or on the Search Employee tab to search for an already registered one. It is possible to search by the name, the taxpayers' registry number, or by the employee's register situation, that is, whether it is active or inactive;
  3. Fill in the form fields with proper data or change the previously registered data;
  4. Then click on “Save” to save the data and finish.

You can also use the “Delete” button to exclude the employee's register. Additionally, use the “Clear” button to clear all values filled in the form.

The following tables describe the fields on the form.

Employee Information

Fields

Description

Name(*)

Full name of the employee

Type of Partner(*)

Type of Partner: "Company Contract", "Employed under labour legislation", "Intership", "Freelancer", "Not Employee", "Others", "Partner" and "Requester"

Status (*)

Set the status between "Active" and "Inactive"

E-mail (*)

Set the e-mail of the employee

Phone (*)

Set the phone number of the employee

Extension

Set the extension of the employee

Unit (*)

Set the unit of the employee

Position (*)

Set the position of the employee

(*) Mandatory field

Payment Information

Fields

Description

Salary Value

Add the salary value of the employee

Average Productivity Value

Add the average Productivity Value of employee

Health Insurance Value (Value paid by the Company)

Add the health Insurance value paid by the Company

Transportation Allowance Value paid by the Company (Average)

Add the average Transportation Allowance Value paid by the company

Meal Voucher Value (Average)

Add the average Meal Voucher Value of the employee

Cost by Hour (Calculated by The System)

Add the employee cost per hour

The Monthly Cost (Calculated by the System)

Add the monthly cost of the employee

Agency

Add the employee bank agency

Account

Add the employee bank account

Personal Data

Fields

Description

Individual Taxpayers' Registry/Corporate Taxpayer's ID

Set the corporate ID of the employee

Date of Birth

Set the birth date of the employee

Gender

Select the gender between "Male" and "Female"

ID

Set the employee ID

ID issue date

Set the issue date of employee ID

ID issuing body

Set the issuing body of employee ID

Federal Unity of the ID Issue

Select Federal Unity of the ID Issue of employee

Social Security Card Number

Set the Social Security Card Number of the employee

Issue date of Social Security Card

Set the Issue date of the Social Security Card of employee

Social Security Card Series

Set the Social Security Card Series of employee

Federate Unity of the Social Security Card

Set the Federate Unity of the Social Security Card of employee

Enrollment

Add an enrollment if you have one

Admission Date

Set the admission employee date

Resignation Date

Add the resignation employee date

Partner

Inform this employee's partner company

Marital Status

Select marital status:

Father's Name

Set the employee Father´s name

Mother's Name

Set the employee mother´s name

Note

Put a note about the employee, if you have any necessary information