Learning Center
Module Base Settings in Staff Administration & Automation
Everything that needs to be configured before working with Staff Administration & Automation.
1. Create Departments
Create Departments in HR for Dynamics and sort them according to your organizational structure.
2. Create Equipment
Tutorial on how to create Equipment which can be assigned to employees.
3. Create Employment Terms Templates
Create templates on basis of which Employment Terms for your employees can be created.
4. Create Cost Centers
Tutorial on how to create a cost center, which you can assign to employees.
5. Create Medical Exams
Tutorial on how to create Medical Exams, if there are any required in your organization.
6. Set up rules for commission calculation
Tutorial on how to an HR Manager can create commission templates, which contain the rules based on which the system calculates how much commission an employee should receive.
7. How to maintain and extend countries and regions
Tutorial on how to create Areas manually in the system and how to maintain area settings.
8. How to maintain bank holiday calendars (optional)
Tutorial on how to create bank holiday calendars, should you need others than those delivered out-of-the-box.
9. Create Insurance Records
Tutorial on how to create Insurance records for the employees.
10. Enable Data Change Tracking
How to enable the Track Data Changes functionality.
11. Create an Employer Account for your own Company
Tutorial on how an HR Manager can create an employer account for their own company.
12. Create contacts inside your company
Tutorial on how to create contacts inside your company's Employer Accounts.
13. How to set up standard company information for Work Certificates
How to add information about the company to the system which will be used in automatic generation of work certificates.
14. Create a Word Template for Work Certificates
Tutorial how to create a Word Template which you can use for the creation of Work Certificates.
15. Create additional Work Certificate Ratings (optional)
Tutorial on how to create additional Work Certificate Ratings, should you prefer others than those delivered out-of-the-box.