Quick Start
Register Employee
this feature allows the registration of each person who has any type of relationship with the organization, such as employees, partners, etc , offering various actions for this purpose, such as add , modify , and delete a collaborator before you begin to register a collaborator, a unit and a position must be registered first procedure access the feature through the main menu general records > personnel management > collaborator ; click on the desired tab ( registration/search ), and perform the actions as needed function description save save the new sla information delete delete the selected sla clear clear all fields in the form search select the collaborator to search filter description name search for the collaborator by name cpf collaborator’s cpf (id number) status choose between " active " and " inactive " to search grid search and clear options available fill in the necessary fields; user information fields description name( ) full name of the collaborator partner type( ) partner type " company contract ", " collaborator ", " intern ", " freelancer ", " non employee ", " other ", " partner ", and " requester " status ( ) set the status between " active " or " inactive " email ( ) define the collaborator's email phone number ( ) define the collaborator's phone number extension define the collaborator's phone extension unit ( ) define the collaborator's unit position ( ) define the collaborator's position ( ) mandatory fields payment information fields description salary amount add the collaborator's salary average productivity value add the collaborator’s average productivity value health plan value (paid by the company) add the value of the health plan paid by the company average transport voucher value add the average transport voucher amount paid by the company average meal/food voucher value add the average meal voucher amount for the collaborator hourly cost (system calculated) add the hourly cost of the collaborator total monthly cost (system calculated) add the total monthly cost of the collaborator bank branch add the collaborator's bank branch account number add the collaborator's bank account number personal information fields description cpf/cnpj define the collaborator’s cpf or cnpj date of birth define the date of birth gender select gender rg define the rg rg issue date define the rg issue date rg issuing authority define the rg issuing authority rg issuing state select the state of rg issuance ctps number define the social security and work card (ctps) number ctps issue date define the ctps issue date ctps series define the ctps series ctps state define the ctps issuing state enrollment nit (pis/pasep) add the enrollment number, if applicable admission date define the admission date termination date add the termination date, if applicable spouse provide spouse information marital status choose from single, married, divorced, widowed, legally separated, or common law marriage father's name define the father’s name mother's name define the mother’s name remarks add remarks about the employee, if any important or relevant information create create a ticket that contains the flow execute perform tasks within the flow delegate delegate tickets with the flow to another group or person suspend suspend a flow, stopping its execution time reactivate reactivate suspended or stopped flows change sla modify the time linked to the ongoing flow reopen reopen tickets/flows that have already been completed cancel cancel tickets with a specific flow reclassify change a ticket from one flow/service to another