Master Setup

Master Setup is under System ManagerHRPro Setup

This screen is to define various settings for Master Management.

Master Setup, General tab

Master Management

If the option Global Working Hours/Roster Considers Appointment History is turned on, the system considers the Global Working Hours/Roster in the Appointment History of the employee according to the required date rather than the Global Working Hours/Roster Code in Employee Master, HR Info tab.

If the option Roster Table Show Holiday is turned on, it will show whether the date is a Public/Statuary Holiday or not in Roster Table.

If the option Assumed one Employee per Roster is turned on, the leave type of the Approved Leave of this employee will show on the Roster Table, Roster Update as well as Roster Assignment in Employee Portal.

If the option Enable Roster Location Assignment is turned on, you can assign not only Shift Code but Location to each day on the Roster Table and Roster Update.

If the option Enable Meal Time for Global Working Hours/Shift Code is turned on, the Meal Time panel (that allowed to input the Meal Out Time, Meal In Time, etc.) will be available for Global Working Hours and Shift Code.

If the option Enable Rest Time for Global Working Hours/Shift Code is turned on, the Rest Time panel (that allowed to input the Rest Out Time, Rest In Time, etc.) will be available for Global Working Hours and Shift Code.

Employee Master

Auto Employee Number. Please refer to Designing Employee Number Format to see how to define Auto Employee Number.

Check Call Name Duplication. When turned on, an error will be given when creating a new employee that the Call Name exists in existing active employees.

Check HKID Duplication. When turned on, an error will be given when creating a new employee that the HK ID exists in existing active employees.

Check Badge Number Duplication. When turned on, an error will be given when creating a new employee that the Badge Number exists in existing active employees.

Default Probation Months is to define the number of months between Join Date and Probation End Date when creating a new employee.

Enable Multiple Tabs for Employee Export. When turned on, the Employee Export (Export Current Employees, Export Active Employees, Export Terminated Employees, and Export All Employees) will export the Employe Master as well as Appointment History, Qualifications and Skills History, Employment History, Employee Cost Centre, and Employee Company Property to separate tabs.

Show EPortal Password in Employee Master. When turned on, the EPortal Password at Employee Master, EPortal tab will show the actual password instead of *****.

Enable USD Employee Salary package. Please refer to How to enable USD Employee Salary Package.

Employee Name definition

You can define how to compose the Employee Name that displayed thoughout the system (including Screens, Reports, Employee Portal, etc).

Master Setup, Employee User Defined Fields

In Employee Master, you can define up to 45 User-defined Fields (10 Text Fields, 5 Numeric Fields, 5 Date Fields, 5 checkboxes, 20 Long Text Fields) allow you to store specific information about the information that is not available in the standard fields. You can find the User-defined fields in Employee Master, Other info tab.

Text Fields provided up to 50 characters and Long Text Fields provided up to 300 characters.

You can optionally define lookup table for each character field. Click the Lookup button to define the lookup table for that User Defined Text Field.

When Lookup Table is defined for the User Defined Field, only defined values are possible to be selected in Employee Master, Other info tab