Goal
- How to auto-populate certain information when adding an Employee
- How to auto-assign information in an Employee Profile for a new employee
Environment:
- Push Web App
Process:
- Click the Company name in the top right hand corner
- In the drop down menu, click Company Setup
- On the left hand navigation bar, click Employee Defaults
- Under Statutory Holiday Eligible, click the drop down menu and select either: None, Eligible, or Ineligible
- Under CPP Exemption Method, click the drop down menu and select either: None, Manually Specified or Automatically Determined by Birthday
- Under Vacation Payout Method, click the drop down menu and select either: None, Banked, or Paid Out
- Under Vacation Payout Units, click the drop down menu and select either: None, Percentage or Hours
- Under Vacation Payout Amounts, input the necessary information if applicable
- Under Vacation Average Hours Worked Per Day, input the necessary information if applicable
- Under WCB Rate, click the drop down menu and select either: None or the relevant Rate
- Under Cost Center, click the drop down menu and select either: None or the relevant Cost Center
- Under Balances - Name of Balance, select the drop down menu and select either: None or the relevant Rule if applicable
Additional Information
The Employee Defaults will not update for existing employees, this is only for new employees being created.
You can set Employee Defaults to auto-populate certain information when adding a new Employee or inviting a new Employee to Push. This will assist your team with ensuring that certain information is not missed when employees are onboarded.
The Balances Employee Default will be available for clients who use Leave Management with Push and will be based on existing Balances and Rules. If you do not see the relevant information, you will need to create before being able to select.
The WCB Rate and Cost Center Employee Defaults will be based on what has been created/setup already. If you do not see the relevant information , you will need to create before being able to select.
Please note, that only Super Administrators have access to setup Employee Defaults.
Related Articles
- How To Add/Update The WSIB or WCB Rate
- How To Create A Cost Center
- How To Add/Adjust A Rule Under Balances Setup
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