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.