HR Info is under Master ⇒ Employee Master.
人力資源資頁位於主檔 ⇒ 僱員主檔。
The HR Info tab is designed to maintain comprehensive employee information. This encompasses HR-related data, emergency contact details, work schedule definitions, and MPF (Mandatory Provident Fund) information. By consolidating all essential employee information in one place, it ensures that data is securely stored and readily accessible for efficient HR management.
人力資源資頁用於維護員工的完整資料,內容包括人力資源相關資料、緊急聯絡人資料、工作時間安排設定,以及強制性公積金(MPF)相關資訊。透過將所有重要的員工資料集中於同一位置,可確保資料被安全儲存,並在需要時快速查閱,從而提升人力資源管理的效率。
Join Date: This is the employee's start date with the company.
Group Join Date: Group Join Date refers to the initial joining date within the group of companies, such as when an employee transfers from another company in the group. If the option to treat the "Group Join Date" as the "Annual Leave Entitlement Start Date" is enabled in the Leave Module Setup, Annual Leave tab, the Group Join Date will be used to calculate annual leave entitlement (i.e., years of service). If the Group Join Date is not specified, the Join Date will be used instead.
Probation End Date: This is when an employee's probation period concludes. This date is crucial for determining whether the employee will be confirmed in their position or if the employment contract will be terminated.
Termination Date: This is the employee's last date of employment.
Termination Reason: This is used to document the specific reason for an employee's termination. This can include reasons such as resignation, retirement, redundancy, or other circumstances leading to the end of employment. Recording the termination reason helps maintain accurate records and can be useful for future reference, compliance, and reporting purposes.
Last Working Date: This marks the employee's final day of work.
Resignation Date: This is the date the employee formally resigns.
Last Appraisal Completion Date: This refers to the date on which the most recent performance appraisal for an employee was completed and finalized. This date is important for tracking the appraisal cycle and ensuring that performance reviews are conducted regularly and on time.
Next Appraisal Date: This is the scheduled date for an employee's upcoming performance appraisal. This Date helps HR managers and employees prepare for the review process, ensuring that appraisals are conducted regularly and on time.
Contract End Date: This is the date on which an employee's current employment contract is set to expire. This date is important for managing fixed-term contracts, renewals, and ensuring compliance with contractual terms. It also helps in planning for contract renewals or transitions well in advance to avoid any disruptions. When the Contract End Date is specified, and the Leave Entitlement considers Contract End Date option (found in the Leave Module Setup, General Tab) is enabled, the calculation for in-advance leave entitlement (including Annual Leave, Casual Leave, and Full Pay Sick Leave) will be based on the Contract End Date rather than the end of the Annual Leave Entitlement year. This ensures that leave entitlements align with the employee’s contract duration.
Report To: It is used to specify the direct manager or supervisor to whom an employee is accountable within the organization.
Introducer: It is used to record the name or identifier of the individual who referred or introduced the employee to the organization. See: How to enable Referral Bonus?
Length of service: This shows how long the employee has served the company, usually calculated from the effective join date (Join Date or Group Join Date according to the leave setup) up to today or a reference date, and is used for benefits such as long service awards and leave entitlement.
Leave Entitlement Class: This specifies which leave policy set (annual leave, sick leave, full pay sick leave, compensation leave, casual leave, etc.) applies to the employee, controlling how their different leave types are accrued, released, carried forward, and forfeited.
Leave Entitlement Start Date: This is the reference date from which the employee’s years of service are counted for all leave entitlements; depending on the system setup, it can be the Join Date, the Group Join Date (when enabled and entered), or any other start date manually specified by the user.
Holiday Type: This indicates which statutory or company holiday rule set applies to the employee (for example, statutory holidays versus general/public holidays), and is used when determining holiday eligibility and holiday pay.
Insurance Plan: This identifies the medical or insurance scheme linked to the employee’s record so HR can track which coverage, benefits, and insurer options apply to that employee.
Grading: This stores the employee’s grade, rank, or band (such as staff, officer, manager level), which can be used for HR analytics and to drive rules for salary scales, benefits, and leave or policy eligibility.
入職日期(Join Date):指員工在公司的開始工作日期。
集團入職日期(Group Join Date):指員工在整個集團公司中的最初入職日期,例如員工由同一集團內的另一間公司調職過來時的原入職日。若在【假期模組設定-年假分頁】中啟用了「以集團入職日期作為『年假權益起算日期』」的選項,系統會以集團入職日期計算年假權益(即服務年資)。如未有指定集團入職日期,則以入職日期計算。
試用期滿日期(Probation End Date):指員工試用期結束的日期。此日期對決定員工是否獲確認職位或終止僱用合約非常關鍵。
離職日期(Termination Date):指員工在公司最後一日受僱的日期。
離職原因(Termination Reason):用於記錄員工離職的具體原因,例如辭職、退休、裁員或其他導致僱傭關係終止的情況。妥善記錄離職原因有助於保存準確的人事紀錄,並可用於日後查閱、法規遵循及統計報表。
最後在職日期(Last Working Date):指員工實際最後一日上班的日期。
辭職日期(Resignation Date):指員工正式提交辭職申請的日期。
上次考核完成日期(Last Appraisal Completion Date):指最近一次員工績效評核完成並最終確認的日期。此日期有助於追蹤評核週期,確保績效評估能定期及準時進行。
下一次考核日期(Next Appraisal Date):指預定為員工進行下一次績效評核的日期。此日期有助人力資源部及員工預先準備評核事宜,確保評核能有系統及按時進行。
合約完結日期(Contract End Date):指員工現行僱傭合約屆滿的日期。此日期對管理定期合約、續約安排及遵守合約條款非常重要,亦有助於及早計劃續約或人事調配,以避免人手出現空檔。當已輸入合約完結日期,並在【假期模組設定-一般分頁】中啟用了「假期權益考慮合約完結日期」的選項時,預先批出之假期權益(包括年假、事假及有薪病假)的計算,將以合約完結日期而非年假權益年度結束日作為終止日期,確保假期權益與員工合約年期保持一致。
匯報上司(Report To):用於指定員工在組織內需要直接匯報工作的主管或經理。
介紹人(Introducer):用於記錄將該員工介紹或推薦到公司的人士姓名或識別資料。可參考:「如何啟用推薦獎金?」。
服務年資(Length of service):顯示員工在公司的服務年期,通常由有效入職日期(按假期設定,以入職日期或集團入職日期為準)起計至今天或指定的參考日期,並用作長期服務獎、年假權益等福利計算的基礎。
休假權益類別(Leave Entitlement Class):用於指定套用於該員工的假期政策組合(例如年假、病假、有薪病假、補假、事假等),以控制各類假期的累積、發放、結轉及作廢規則。
假期權益起算日期(Leave Entitlement Start Date):指用作計算所有假期權益服務年資的基準日期;視乎系統設定,可為入職日期、已啟用及輸入的集團入職日期,或由使用者手動指定的其他起算日期。
假期類型(Holiday Type):指明套用於員工的法定或公司假期制度(例如只享法定假期或享有一般公眾假期),並用作計算假期資格及假期薪酬時的依據。[6][7]
保險計劃(Insurance Plan):標示與員工相關聯的醫療或保險計劃,方便人力資源部追蹤員工所享有的保障範圍、福利內容及保險供應商等資料。[7][6]
職級(Grading):用於儲存員工的職級、職銜或職級帶(例如一般員工、主任、經理級等),可用於人力資源分析,並作為薪酬級距、福利及假期或其他政策適用規則的依據。
The "Emergency Contact" panel is designed to store and display essential contact information for a person who should be reached in case of emergencies involving the employee.
Contact Person: Name of the individual to be contacted.
Relation: The relationship of the contact person to the employee (e.g., family member, friend).
Telephone: Primary contact number for urgent communication.
Mobile: Alternative or mobile phone number for quick access.
「緊急聯絡人」區段用於儲存及顯示在員工發生緊急事故時需要聯絡的指定聯絡人重要資料。
聯絡人:需要聯絡之人士的姓名。
關係:該聯絡人與員工之關係(例如:家屬、朋友)。
電話:作緊急聯絡之主要聯絡電話。
手提電話:作快速聯絡之備用或手提電話號碼。
Non-Continuous Contract Employee: Indicates that this employee is not a Continuous Contract Employee (418 Employee). See What is Non-Continuous Contract Employee in HRPro?
Part-Time Employee: For employees who work fewer hours than standard full-time staff. This is a reference field only and has no actual processing in HRPro.
Internship Employee: For individuals working as interns, often for a limited period and possibly under different terms. This is a reference field only and has no actual processing in HRPro.
非連續性僱傭合約僱員(Non-Continuous Contract Employee):表示該員工並非連續性僱傭合約僱員(418 僱員)。詳情請參閱「What is Non-Continuous Contract Employee in HRPro?」。
兼職僱員(Part-Time Employee):適用於工作時間少於標準全職員工的僱員。此欄位僅作參考用途,在 HRPro 中不會觸發任何實際運算或處理。
實習僱員(Internship Employee):適用於以實習形式工作的人员,一般為期有限,並可能採用不同的僱用條款。此欄位僅作參考用途,在 HRPro 中不會觸發任何實際運算或處理。
Enable Attendance Record: When this option is not checked, no attendance record can be created for the employee.
Enable Timesheet without Time Clock Info: If turned on, Time Clock Info is not required for this employee's Attendance Records. This option must be enabled in the Attendance Module Setup to be effective.
Use Attendance Records for 418/468 Checking: When checked, the buttons' 418 Checking 'and '468 Checking' will utilize Attendance Records instead of the Global Working Hours/Roster Table to perform the check. See 418 Checking.
啟用考勤紀錄(Enable Attendance Record):當沒有勾選此選項時,系統不會為該員工建立任何出勤記錄。
啟用不含打卡資料的工時表(Enable Timesheet without Time Clock Info):如啟用此選項,該員工的出勤記錄毋須輸入打卡資料。此功能必須同時在「出勤模組設定」中啟用,方可生效。
使用出勤記錄進行 418/468 檢查(Use Attendance Records for 418/468 Checking):當勾選此選項時,「418 檢查」及「468 檢查」按鈕會改以出勤記錄,而不是「全局工作時間/更表」進行檢查。詳情請參閱「418 檢查」。
Allow Pay Slip by Email: If not checked, no Pay Slip is generated when the output to email is selected during the printing of Pay Slip (See How to Email Pay Slip to Employee).
Use Personal Email for Pay Slip: If enabled, pay slips are sent to the employee’s personal email address rather than their work email, which is useful for privacy or when employees do not have a company email.
Use Personal Email for IR Form/Reports: This option sends tax forms (such as IR forms) and other official reports to the employee’s personal email, ensuring timely and private delivery.
容許工資單以電郵傳送(Allow Pay Slip by Email):如沒有勾選此選項,當在列印「薪金單」時選擇輸出至電郵,系統將不會為該員工產生任何薪金單電郵。(請參閱〈如何以電郵將薪金單發送給員工〉。)
以個人電郵收取工資單(Use Personal Email for Pay Slip):如啟用此選項,系統會將薪金單發送到員工的個人電郵地址,而非公司電郵,適用於重視私隱或員工沒有公司電郵帳戶的情況。
用個人電郵收取稅務表格/報表(Use Personal Email for IR Form/Reports):啟用後,系統會將報稅表(例如各類 IR 表格)及其他正式報表發送至員工的個人電郵,以確保發放及接收既及時又具私隱性。
"Other Employment Contracts" button
The "Other Employment Contracts" button appears when the employee is set up as a multiple-contract employee, meaning the same person holds more than one employment contract in the system (for example, different positions, departments, or project-based roles, each with its own join date, termination date, and leave entitlements). When this condition is met, clicking the "Other Employment Contracts" button will open a window showing the details of the employee’s other contracts.
「其他僱傭合約」按鈕
「其他僱傭合約」按鈕會在員工被設定為多重僱傭合約員工時顯示,即同一員工在系統內擁有多於一份僱傭合約(例如同時擔任不同職位、隸屬不同部門,或就不同項目/角色簽訂獨立合約,而每份合約各自擁有其入職日期、終止日期及假期權益)。當符合上述情況時,按下「其他僱傭合約」按鈕,系統會顯示該員工其他合約的詳細資料。
"418 Checking" button
The "418 Checking" button is used to generate a message box that helps verify compliance with the Employment Ordinance's continuous contract regulations. This message checks if an employee's contract meets the criteria for continuous employment, which is important for determining entitlements like annual leave, sick leave, and other statutory benefits.
See 418 Checking for the explanation.
「418 檢查」按鈕
「418 檢查」按鈕用於產生訊息視窗,協助核對是否符合《僱傭條例》中有關連續性僱傭合約(俗稱「4‧18 規則」)的要求。系統會按此訊息檢查員工的僱傭情況是否屬連續性僱用,這對判斷員工是否享有有薪年假、有薪病假及其他法定福利非常重要。
詳細說明請參閱〈418 檢查〉。
"468 Checking" button
The "468 Checking" button generates a message box that helps confirm whether an employee’s contract satisfies the Employment Ordinance requirements for a continuous contract, which is necessary for determining eligibility for benefits such as annual leave, sick leave, and other statutory entitlements. Under the new 468 rule, an employee will generally be regarded as employed under a continuous contract if they either meet the weekly hours threshold or work at least 68 hours in total over a continuous 4‑week (28‑day) period, a change introduced to offer more flexibility and extend protection to part‑time, casual, and irregular‑hours workers.
「468 檢查」按鈕
「468 檢查」按鈕會產生一個訊息視窗,用於核實員工的僱傭情況是否符合《僱傭條例》中有關連續性僱傭合約的規定,這對判斷員工是否有資格享有有薪年假、有薪病假及其他法定福利非常重要。根據新的「468 規則」,若員工在連續 4 週(28 日)內的總工作時數不少於 68 小時,或符合每週工作時數門檻,一般便會被視為受連續性僱傭合約所約束;此改動旨在提供更大彈性,並將保障擴展至兼職、臨時及不固定工時的員工。
EAO2007 Exemption (a.k.a 713 Exemption): When checked, the employee's daily rate will use the current month's daily wage rather than the 12-month average wage, even if the EAO2007 checkbox (Payroll Calculation compliant with Employment (Amendment) Ordinance 2007) in Payroll Module Setup is checked.
EAO2007 豁免(又稱 713 豁免):當勾選此選項時,即使在【薪金模組設定】中已啟用 EAO2007(依從《僱傭(修訂)條例 2007》計算薪金)的設定,系統在計算該員工的日薪時,亦會改用當月的日薪,而不是按過去 12 個月的平均工資計算。
If the employee is a Roster Employee, please select the Roster Code from the Roster Table. Otherwise, select the Global Work Hours Type from Global Working Hours.
如員工為更表員工(Roster Employee),請在【更表】中選擇相應的更表代碼(Roster Code)。否則,請在【全局工作時間】中選擇適用的通用工作小時種類(Global Work Hours Type)。
P. F. Joined: Options available are MPF, ORSO, and NONE.
Voluntary Contribution Scale: The available options are Fixed Amount, Percentage, and N/A.
Select N/A if Voluntary Contribution is not applicable.
Select Fixed Amount if the Voluntary Contribution is a fixed amount.
For Percentage Contribution, please look at the MPF Voluntary Contribution Explanation.
"ERMC Commence on": This is the date the employer starts contributing by deducting from the employee's salary, usually the Join Date. This Date is based on predefined rules and is not user-selectable. When the option "MPF Commence Date considers Group Join Date" is enabled in the Payroll Module Setup under the MPF Tab, the "ERMC Commence on" will be based on the Group Join Date instead of the Join Date.
"EEMC Commence on": This is the date an employee is required to contribute by deducting from their salary. Typically, this is 30 + N days of employment (where N is the first incomplete payroll cycle). Salaries before this date do not require employee contributions.
"ERVC Commence On" and "EEVC Commence On": They depend on the options "Voluntary Contributions started in the new month after completion of Probation" and "Voluntary contributions commence in the month following the completion of the probation period" in the Payroll Module Setup, MPF tab, Additional Voluntary Contribution panel.
EE Join Scheme Date: Depending on the option: Treat "EE Join Scheme Date" as "EE Commence Date" (in Payroll Module Setup, MPF tab),
When this option is turned off:
The "EE Join Scheme Date" serves as a reference field and is not used for MPF calculation.
When this option is turned on:
The MPF calculation treats the "EE Join Scheme Date" as the "EE Commence Date". For example, if the "EE Join Scheme Date" is set to the Join Date, the EE contribution will start from the Join Date, and the first contribution will occur in that month.
MPF Account: This option should only be selected if it differs from the Default MPF Account defined in the Payroll Module Setup, MPF tab. For more details, see Multiple MPF Accounts per company.
Payroll Group ID: It is Column D on the eMPF worksheet. This is one of the values employers use to define/classify specific group(s) of employees, for example, contribution frequency, departments, salary group, and more. The Payroll Group ID for each employee must be accurate. If employers have more than one payroll group, this field must be provided. For employers who have all along only used a single payroll group (e.g., monthly contribution), this field is optional. Example: PG1. If it is empty, it will use the Default Payroll Group ID in the MPF Account of the employee.
Member Account No.: It is Column N on the eMPF worksheet. Employee's account number that is assigned by the eMPF Platform. The Member Account No. of the employee can only be found when the scheme has been migrated to the eMPF Platform, and the employer has registered on the eMPF Platform. If you do not know the Member Account No., you might leave it blank, and the eMPF platform will use the HKID No to identify your employee. Leave it blank for new members.
Member Class: It is Column AL on the eMPF worksheet. This is the Member Class that is used when the voluntary contribution is set up. This code would be used to define the Vesting Scale, which derives the vested benefits for a terminated member where applicable. This Member Class is also to determine the amount of voluntary contribution. The Member Class should be blank if the Voluntary Contribution is not applicable.
Commencement Date for Vesting Entitlement: It is Column AM on the eMPF worksheet. This is the start date provided by the employer that is used in the determination of vesting of voluntary contributions on termination of employment if the date is used in the setup of the voluntary contribution. The Commencement Date for Vesting Entitlement should be blank if the Voluntary Contribution is not applicable.
Member Number: Not applicable under eMPF. Will become obsolete after eMPF implementation.
Benefit Plan No.: Not applicable under eMPF. Will become obsolete after eMPF implementation.
MPF Commence Date Considers Group Join Date
Enabled: The MPF commencement dates for both the employer and employee are aligned with the Group Join Date instead of the individual Join Date, unless the Group Join Date is blank. This setting is beneficial when the employment contract is a transfer from another entity, or when the MPF commencement date does not match the employee’s Join Date.
Disabled: MPF commencement dates default to the employee’s Join Date.
Treat "EE Join Scheme Date" as "EE Commence Date" (Recommended: No)
Enabled: The system uses "EE Join Scheme Date" as the EE Commence Date for MPF calculations.
For example, if this date matches the Join Date, contributions begin from the Join Date, and the first contribution is made in that month.
Disabled: This field is only for reference. The system determines the EE Commence Date on the "30+N" days rule.
Disable 60 Days of First Contribution Retention
Enabled: Contributions begin immediately from the Join Date, skipping the standard 60-day retention.
Disabled: Contributions are withheld until the employee completes 60 days of employment.
Make Employer/Employee Contributions Starting from Join Date (e.g., after transferring from an associated company)
Enabled: Employer and Employee MPF Commence Dates are set to the Join Date (or Group Join Date, if the relevant option is enabled). The first contribution period is the payroll period in which the employee reaches 60 days of service, such as after transferring from an associated company.
Disabled: The system follows the standard MPF commencement rules, which may include waiting periods or other criteria based on the setup.
Casual Employee under the Industry Scheme: See What is Casual Employee in HRPro?
Definition: Casual employees in industries with high labor mobility, such as construction and catering.
Features: These employees do not need to switch schemes when changing jobs, as long as both employers participate in the same Industry Scheme.
Benefits: Simplifies the process of managing MPF (Mandatory Provident Fund) accounts and contributions.
Casual Employee under the Master Trust Scheme:
Definition: Casual employees who are enrolled in a Master Trust Scheme, which is a type of MPF scheme.
Features: Employers must notify the trustee when a casual employee ceases employment.
Benefits: Provides a structured way to manage contributions and benefits for casual employees.
Overseas Employee: When checked, MPF contributions will start 13 months after the Visa Start Date.
退休金類別:可選擇項目包括 MPF、ORSO 及 NONE。
自願供款比例:可選擇 固定金額、百分比 及 不適用(N/A)。
如自願供款不適用,請選擇 不適用(N/A)。
如自願供款為固定金額,請選擇 固定金額。
如為百分比供款,請參閱【MPF 自願供款說明】。
「僱主強制性供款開始日期」:此日期為僱主開始從僱員薪金中扣除並供款的日期,通常為入職日期。此日期依據預設規則決定,並不可由用戶選擇。當在薪酬模組設定(MPF 標籤)中啟用「MPF 開始日期依據群組入職日期」時,「ERMC 開始日期」將以群組入職日期取代入職日期。
「僱員強制性供款開始日期」:此日期為僱員需要開始供款並由薪金扣除的日期,通常為入職後 30 + N 天(N 為首個不完整的薪酬週期)。此日期前的薪金毋須僱員供款。
「僱主強制性供款開始日期」及「僱員強制性供款開始日期」:此日期依據薪酬模組設定(MPF 標籤)中「完成試用期翌月開始自願供款」及「試用期完成後翌月開始自願供款」選項決定。
僱員加入計劃日期:依據選項「將 僱員加入計劃日期視作僱員 開始日期」(位於薪酬模組設定,MPF 標籤)。
關閉此選項時:EE 加入計劃日期僅作參考,MPF 計算不使用此欄位。
開啓此選項時:MPF 計算將 EE 加入計劃日期視作 EE 開始日期。例如,如 EE 加入計劃日期設為入職日期,僱員供款自入職日期開始,首筆供款於該月份進行。
強積金帳戶:只有與薪酬模組設定(MPF 標籤)中預設 MPF 帳戶不同時才選擇此項。如需詳細資料,請參閱「每公司多個強積金帳戶」。
工資組別編號:僱主用以定義/分類特定僱員群組的其中一項數值,例如供款頻率、部門、薪酬群組等。每位僱員的薪酬群組編號必須準確。如僱主有多於一個薪酬群組,需填寫此欄位。若僱主一直只使用單一薪酬群組(例如每月供款),此欄位可選填。例:PG1。 如果為空,則使用員工強積金帳戶中的預設工資組別編號。
成員帳戶號碼:此欄位於積金易工作表的第N欄。這是積金易平台為僱員所指派的帳號。只有當計畫已移轉至積金易平台,且雇主已在積金易平台註冊後,才能查詢員工的成員帳戶號碼。如果您不知道成員帳戶號碼,可以留空,平台將使用識別號碼來識別您的員工。新會員請留空。
強積金開始日期考慮集團入職日期
啟用:僱主及僱員的 MPF 開始日期依據群組入職日期而非個人入職日期,除非群組入職日期為空白。此設定適用於合約為由其他公司轉移或 MPF 開始日期與僱員入職日期不一致的情況。
停用:MPF 開始日期預設為僱員入職日期。
視「僱員加入計劃日期」為「僱員開始日期」 (不建議)
啟用:系統將「EE 加入計劃日期」視作 EE 開始日期以進行 MPF 計算。例如,若此日期與入職日期相同,供款自入職日期開始,首筆供款於該月份進行。
停用:此欄位僅作參考。系統依據「30+N」天規則判定 EE 開始日期。
停用60天後才作第一次供款
啟用:供款自入職日期立即開始,不遵循標準 60 天保留期。
停用:供款會延遲至僱員完成 60 天就業期。
從入職日期開始供款(例如,從關聯公司轉移之後)
啟用:僱主及僱員 MPF 開始日期設為入職日期(或群組入職日期,如啟用相關選項)。首個供款期為僱員達到 60 日服務的薪酬期,例如由關聯公司轉移後。
停用:系統遵循標準 MPF 開始日期規則,包括等候期或其他設定條件。
臨時僱員(參加行業計劃):請參閱「HRPro 中的臨時僱員定義」。
定義:在勞動流動性高的行業,例如建築及餐飲業中的臨時僱員。
特點:只要兩個僱主均屬同一行業計劃,僱員轉職時毋須轉換計劃。
好處:簡化管理 MPF 帳戶及供款的程序。
臨時僱員(參加集成信託計劃):
定義:參加集成信託計劃(MPF 計劃的一種)的臨時僱員。
特點:僱主必須於臨時僱員離職時通知受託人。
好處:為臨時僱員提供有系統的供款及福利管理方式。
海外僱員:若選取此項,MPF 供款將於簽證開始日期後 13 個月開始。