HR Management Details

The section HR Management Details is divided into six sectors. All fields deal with information that is particularly important for the HR Manager, such as insurance details and account data.

1. Details

In this section, you can enter all IDs that are used in your company and affect the employee. These are free text fields. However, you can also set up automatic numbering.

For more information on configuration, click here: Advanced Numbering

The System User is an essential component, since access rights are regulated by the system user in the form of the assigned license. If an employee is not assigned a system user, he or she has only extremely limited access to Dynamics HR Management.

The HR Manager is a mandatory field and is selected in the field.

2. Health

In this section, you can enter all the details for the employee³s health insurance. Once you have selected whether you want to have statutory or private health insurance, you can enter the insurance details and information on any disability in all the user-defined text fields.

You only select the insurance provider from a list that you have created. For more information, see the basic settings: Insurances

3. Bank data

Enter all of the employee's account information here. All fields are user-defined text fields.

4. Employment Terms

Most of these fields are filled automatically as soon as the employee has valid employment terms. The length of employment is calculated automatically.

The Primary Work Location is particularly important here. This is used, among other things, to create the link to the calendar valid for this employee. This, in turn, is indispensable for absence management, since it specifies which days are not workdays, such as public holidays or weekends. The Primary Work Location also plays an important role in the calculation of expenses, since not only the destination country but also the departure location is used for the calculation.

5. Employer

This section applies to employees who are employed by a temporary employment agency, for example. Here you can specify the company in which these employees are employed. You have the choice of entering an employer freely or selecting it from a list of your company contacts.

6. Resignation & Dismissal

This section is only necessary as soon as an employment relationship ends. You can enter all the details for termination here. By entering the Last Work Day, this employee will also appear in your Deadline Dashboard as soon as the resignation is imminent.