Question 1

Company Settings

Accepted Answer

Company Settings: Customizing Your Modular HR Experience

In Modular HR, company settings are meticulously organized into general settings and module-specific settings, providing a comprehensive framework for tailoring the software to your organization's unique requirements.

Configurable Settings Overview

General Settings:

Custom Employee Fields: Create bespoke fields to capture specific information about your employees, enhancing your data collection and analysis capabilities.
Company Tools: Define and manage the tools and resources available to your employees, streamlining asset allocation and tracking.
Performance Review Templates: Set up custom templates for development discussions, ensuring consistency and thoroughness in employee evaluations.

Time Management:

Minimum Break Duration: Implement a policy for mandatory break recording when workdays exceed a certain duration, promoting employee well-being.
Clock-In Types: Customize different types of time entries, such as work hours, personal time, or breaks, to suit your operational needs.
Work Time Groups: Define groups with specific work time settings, facilitating efficient shift planning and workload distribution.

Leaves and Absences:

Immediate Leave Availability: Opt to have accrued leaves immediately available for employee use, enhancing flexibility in leave planning.
Visibility of Absence Types: Decide whether absence types should be visible to all employees, ensuring transp

Question 2

Team Absences -view

Accepted Answer

Calendar View for Strategic Absence Planning

The calendar view has been specifically developed to streamline the examination, planning, and coordination of absences, including the strategic arrangement of seasonal vacations to ensure departmental staffing levels are always optimal. It offers flexible filtering by period, department, and sub-department, coupled with lateral navigation for a comprehensive and user-friendly experience.

Strategic Absence Management Features

Periodic Filtering: Tailor the calendar to display absences for chosen time frames, aiding in both immediate and long-term absence planning.

Example Use Case: Strategically planning holiday coverage by filtering for the end-of-year season to ensure all roles within the customer service department are covered.

Departmental Insights: Refine the view to focus on specific departments or sub-departments, crucial for maintaining operational efficiency and workforce distribution.

Example Use Case: Ensuring an adequate number of engineering staff are available during a major product launch period by filtering absences for the engineering department.

Interactive Navigation: Move through the calendar view laterally with ease, enabling agile adjustments to absence planning and approval processes.

Example Use Case: Seamlessly shifting from viewing summer vacation plans to autumnal staffing levels by dragging the calendar view, facilitating proactive management of employee availability.

T

Question 3

Users and Roles

Accepted Answer

Users and Roles in Workant HR System

Understanding the different roles within our HR system is crucial for managing access to information and ensuring data security. Our system is designed with three levels of roles, each with distinct permissions and responsibilities. Below is an overview of these roles, including their capabilities and examples of use cases.

Roles Overview

Employee Permissions: Employees can view and edit their own personal information, including contact details, payroll information, and benefits.

Use Case: An employee updating their home address after moving to a new location.

Manager Permissions: Supervisors have the capabilities of an Employee, plus the ability to view and edit information pertaining to their direct reports. This includes performance reviews, attendance records, and leave requests.

Use Case: A supervisor approving a leave request for a subordinate or updating their performance review.

Admin Permissions: Admins have the highest level of access, with the ability to view and edit all employee information within the company, as well as configuring company settings and roles.

Use Case: An HR administrator adjusting company-wide leave policies or adding a new role to the system.

Question 4

Change Logs

Accepted Answer

Understanding System Logs: Changes and Balances

Our system meticulously logs several key activities to ensure transparency, compliance, and ease of management. Here's a detailed look at the types of events you'll find in the system logs:

Logged Events

Employee Information Changes Description: Any updates made to an employee's personal or employment details. This includes changes in contact information, job title, salary, etc.

Example Log Entry: "Employee ID: 12345 - Job title changed from 'Marketing Assistant' to 'Marketing Coordinator'. Date: YYYY-MM-DD."

Working Hour Balance Changes Description: Adjustments to the total accumulated working hours, whether due to corrections, overtime additions, or other modifications.

Example Log Entry: "Employee ID: 67890 - Added 2 hours overtime. New balance: 42 hours. Date: YYYY-MM-DD."

Vacation Balance Changes Description: Updates to the remaining vacation days, following new accruals or deductions after a vacation is taken.

Example Log Entry: "Employee ID: 10112 - Vacation days used: 5. New balance: 10 days. Date: YYYY-MM-DD."

Purpose of Logging

Logging serves multiple critical functions, from ensuring accurate record-keeping for HR and payroll processing to providing an audit trail for compliance purposes.

Question 5

Quick Start Guide

Accepted Answer

Welcome to Modular HR! Get started with our software quickly and easily by following these simple steps:

Step 1: Log In and Invite Your Team

Action: Log into your account and navigate to the user management section. Purpose: Invite your coworkers to join the platform, ensuring everyone can access the necessary HR tools.

Step 2: Explore Core HR

Action: Navigate to the Core HR module. Purpose: Familiarize yourself with foundational tools like employee data management.

Step 3: Set Up Time-Tracking

Action: Go to the Time-Tracking module. Purpose: Start setting up systems to accurately track and manage employee hours.

Step 4: Configure Shift Scheduling

Action: Access the Shift Scheduling module. Purpose: Create and manage efficient shift patterns for your team.

Step 5: Manage Holidays and Absences

Action: Utilize the Holidays and Absences module. Purpose: Implement processes for handling leave requests and tracking absences.

Step 6: Dive into Projects and Resourcing

Action: Check out the Projects and Resourcing module. Purpose: Allocate resources effectively and manage project-related tasks.

By following these steps, you'll be able to leverage the full power of Modular HR to enhance your HR operations and employee satisfaction. Start exploring today and see how easy HR management can be!

Question 6

Holiday Balance

Accepted Answer

Holiday Balance Overview

The vacation balance consists of three segments: Available (the number of vacation days available for the current holiday year, typically from April 1st to March 31st), Accrued (the number of days accrued for the next holiday year, available for use then), and Per Month (how many vacation days are accrued by the employee each month).

Automated Balance Updates

Available Balance: Reflects the total vacation days an employee can use within the current holiday year, ensuring clarity on available downtime.

Example Use Case: An employee checks their available balance before planning a summer holiday, ensuring they have sufficient days for the intended break.

**Accrued Days: **Shows the vacation days accumulating for the upcoming holiday year, which become accessible at the start of the new holiday period.

Example Use Case: Post-March, an employee reviews the accrued days to understand how many additional vacation days have been earned for future planning.

Monthly Accrual: Indicates the rate at which vacation days are earned each month, offering insight into how leave entitlement grows over time.

Example Use Case: A new employee monitors their monthly accrual to estimate when they will have accumulated enough days for a planned vacation later in the year.

Vacation balances update automatically as days are accrued or taken, providing employees and management with real-time visibility into leave entitlements and usage, facilitati

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