Procedure documentationCreating an Employee Locate this document in the navigation structure

 

The Employee Maintenance screen facilitates the creation of new employees either by creating a new record or by copying an existing record and maintaining the necessary information.

Prerequisites

  1. You have setup the following master data:

    • Country ID

    • Pay Scale Type

    • Pay Scale Area

    • ES Grouping CAP

    • Pay Scale Group

    • Pay Scale Level

    • Promote Date

    • Salary Override

    • Salary

    • Currency

    • Employee Group

    • Employee Sub Group

    • Personnel Area

    • Personnel Sub Area

    • FM Area

    • Fiscal Year Variant

    • Fund Center

    • Funded Program

    • Grant

    • Functional Area

    • Fund

    • Benefit Area

    • Benefit Plan

    • Position

  2. You have defined benefit rules. To learn how to maintain benefit rules, see Maintaining Benefit Rules.

  3. Employee records must exist in the system before you can search for or edit them.

Procedure

To create a new employee, carry out the following steps:

  1. Choose   PBF Administration   PEP Maintenance   Personnel Maintenance  . In the Detailed Navigation area, choose Employee Maintenance.

  2. In the Filter Selection area of the Employee Maintenance screen, click New.

    The system creates a new record and generates a new employee number on the Employee Details tab.

  3. Click Edit and maintain the necessary information on the following tabs:

    Note Note

    To know the function of each field, see Employee Maintenance.

    End of the note.
    • Employee Details

    • Pay Details

    • Organization

    • Home Funding

    • Allocations

    • Benefits

  4. Click Save.

To create a new employee by copying an existing employee record, do the following:

  1. Using the Employee Search popup filter criteria, search and load an existing employee.

    The system displays the loaded employee in the Employee Maintenance screen.

  2. Click Copy in the Employee Maintenance screen header.

    The system creates a new employee with a new employee number and information from the loaded position.

  3. Maintain the necessary information on the following tabs and save the information:

    • Details

    • Salary

    • Home Funding

    • Allocations

    • Benefits