Records - Workers
- Eduarda Ruskim Carvalho
1 - Introduction
As one of the most essential records on the system, the Workers registration is where will be inserted the entire operation’s workers base. It can be added as Hired, Third Party, Expatriate, Employee, Sporadic, etc.. After the worker is registered in the system, the first requirement to attach the information is done.
2 - Permissions
Permission | Description |
|---|---|
Maintain Worker | Access to the page “Workers” |
Maintain Worker Remuneration | Access to the worker’s Remuneration field on “Professional Data” |
Worker Contacts | Access to the field “Contacts” such as E-mail and Telephone. |
Maintain Address | Access to the “Address” option, as such as addresses records. More information on Records - Addresses |
Maintain Bank Accounts | Access to the option “Bank Accounts”, as the record of bank accounts. |
Maintain changes | Access to the option “Changes”, as the record of “Changes”. |
Maintain Signature | Access to the option “Signature“ |
To grant such access, go to: Granting Access Permissions
3 - Access
Access the record page by following the path: Records > Persons > Workers.
Here you will find all registered workers on the system, where a color system will indicate if the worker is Active, Inactive, Absent or Hiring. In the left panel there is an advanced search filter, where the user can search more accurately all the workers information. In the upper corner is a second magnifier symbol with a quick search field.
To add a new worker, click on the “Add” icon.
To change any information about the worker, double click above the worker to be changed.
To delete one or more workers click on them and next click on the trash can symbol that will display on the right side of the page.
On the upper right corner is possible to perform changes in a batch, where selected workers will be allocated in the same operational unit or even import information from an external integration.
4 - Registering a new worker
TO register a new worker, click on the button as below. Done this, the window “Register Worker” will be displayed to include the basic data for this worker.
After filling with basic data, the system will allow the user to proceed with the new worker registration.
Ps.: When the company does not use Brazilian documentation, the field can be changed to “Tax ID Number”. To do so, please contact your Customer Success Consultant.
After saving, the user will be automatically redirected to the worker's registration page, to add more information.
5 - Details
Field | Description |
|---|---|
Basic Data | Personal documents and status |
Professional Data | Professional information as common data, specifications, function and remuneration. |
Addresses | Inform worker’s address. Pay attention to the informed “Type”, to select the option “Hiring”, when referring to the main address. For further information regarding addresses, go to: Records - Addresses |
Contacts | E-mails and Telephone numbers. |
Additional Information | Extra field if it is necessary to list any other information of the worker pertinent to the company’s operation. |
Relatives | Worker’s useful contacts |
Equipment | If an equipment is attached to the worker, as such as radio, notebook, PPE or any other type, include in this field. |
Bank Accounts | Worker’s bank accounts. The field “Type” is the only information previously registered. For this, go to: |
Changes | Use this field for company’s temporary changes for the worker. |
Comments | Free text field |
Signature | Stores worker’s signature |
Historical (History) | This field will display the history with all changes the worker had, such as: Category, Company, Cost Center, Department, Payroll Job, Payroll Job Level, Operational Jobs, Regime and Operational Unit. Will be displayed a list with start and end dates to each change occurred - Where is possible to consult, delete or edit a data from the history. |
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