---
title: "Employees"
canonical: "https://wiki.soft1.eu/space/SS5EN/189275200/Employees"
format: markdown
---
Manage the Employees of your company through the Employees Browser and keep the necessary information, e.g. personal & contact details, benefits, education, leave & sickness etc.

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***Note: ****In case the SOFT1 ERP installation also includes the Payroll module, then the Employees list that appears both in the H. R.  and the Payroll section is the same.  Every time you record an Employee on HR, the same registration with the same data on relevant fields/tabs will be created on Employees of Payroll. *

## <span style="color: #0000ff">How to add Employees and connect them to a job position</span>

Add a new Employee by following the steps below:   
**Step #1**  
<span style="color: #222222">Following the path </span><span style="color: #222222">**H.R. & Payroll > H.R.> Employees Management > Employees**</span><span style="color: #222222">, select</span> <span style="color: #222222"><</span><span style="color: #222222">**New**</span><span style="color: #222222">> and fill in the necessary fields (Code, Abbreviation, Name) and those of <</span><span style="color: #222222">**Contact**</span><span style="color: #222222">> tab. On <</span><span style="color: #222222">**Business info**</span><span style="color: #222222">> tab, you can select if he is a candidate.</span>  
  
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<span style="color: #ff0000"> </span>  
<span style="color: #000000"> </span><span style="color: #000000">**Step #2 **</span>  
Record the Employment and Employment type data on <**Employment**> tab, e.g. the Employment type, the Recruitment date, the Employment relationship, as well as the Resignation date and/or Termination of the contract.   
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Insert data in regard to the Previous work experience, Leave, sickness, as well as Absence in the relevant tabs.> Macro (inline-media-image)

 

  
**Step #3 **  
Connect the Employee to a [job position](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189269054) on <**Employment** > tab:

- Select his position (or the position of interest in case of a candidate)
- Select the recruitment date of the Employee in the specific job position

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A message suggesting the **update** of Employee tabs from the specific job position will appear. By selecting <**Yes**>, the corresponding fields will be updated, with indicative dates, that you can later on modify.

  


<span style="color: #ff9900">**Tip!**</span><span style="color: #ff9900"> </span>In case an Employee has been connected to another job position before, fill in the lines with the modification data.

![image](media://9447cd98-14e6-4fab-883e-9cee8b490868)

***Note:**** The **[organization chart](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189275195)** checks for the availability of the specific position on the specific time period and does not allow the job assignment for which there is not corresponding availability.* 

## <span style="color: #0000ff">Employee's skills-qualifications</span>

Select the skills – qualifications of an Employee or modify the updated data that came from the job position.

**Education/Foreign languages**  
Select the education level, the foreign languages of the Employee and the training organizations.

***Note:*** *In order* *to* *view a* *training* *organization* *available on the list, select* *on its* *tab* *the relevant* *Category, since* *it* *is a Draft* *entry.*  
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**Skills/Attributes**  
Select/Design the skills and attributes of the Employee.  
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## <span style="color: #0000ff">Benefits/Tasks/Goals</span>

- <span style="color: #000000">Record the </span><span style="color: #000000">**Duties**</span><span style="color: #000000"> of an Employee, as well as the </span><span style="color: #000000">**Benefits**</span><span style="color: #000000"> by adding the effective time period as well as the fixed benefit in case it concerns fixed assets.</span>

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<span style="color: #ff9900">**Tip!**</span> Create Groups of Duties and Benefit Packages directly from the Employee tab and/or from the respective browsers of the HR module.

  


- Select/Design **Goals** for the Employee, depending the Department he belongs to (e.g. Sales) and set the value, the scaling, as well as the effective time period.

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<span style="color: #ff9900">**Tip!**</span> In case you perform Performance **Evaluations ** to personnel, the goals achievement is simultaneously part of their evaluation. In this case, it is necessary to connect the goals to the appropriate questions which have to be answered by the assessor of the employee as well as the goal weight. Read more [here](https://soft1wiki.atlassian.net/wiki/spaces/SS5EN/pages/189275205).

## <span style="color: #0000ff">Seminars</span>

Fill in the educational seminars that an Employee attended/will attend inside or outside the company on Employee tab. On Seminar tab, you can define different subject of education and Speaker/Presenter per day as well as set the participants.  
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## <span style="color: #0000ff">Professional licenses</span>

Select the available professional licenses, those possessed by the Employee and you need to monitor. You can also add the special professional licenses (e.g. Lawyer, Doctor, Insurance agent), by selecting <**Professional**> in <**Type**> field.   
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<span style="color: #ff9900">**Tip!**</span> In case you have the SOFT1 modules of **Trading parties** and **Projects**, you can add his/her participation in a specific **Project**. Alternatively, note Project data in Comments.   
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## <span style="color: #0000ff">Attached files/Comments</span>

Save additional files concerning the Employee (e.g. CV, letters of recommendation, copy of professional license etc.) on <**Attached files/Comments**> tab.  
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<span style="color: #ff9900">**Tip!**</span> Use the new available SOFT1 Browsers of Employees or create your own to easily search for e. g.  Candidates, based on skills, foreign languages, professional licenses etc.   
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