Hello, HR System Administrators!
Welcome to this technical guide, where we will take you through the crucial module configurations for employee onboarding in Yuvo. By ensuring these configurations are accurately set up, you can ensure that new employees have access to all the necessary features and resources, providing them with a seamless onboarding experience.
Let's explore the key steps and best practices to optimize the potential of our onboarding process.
Employee’s Personal and Employment Details
In the employee onboarding process, one of the essential steps involves setting up and configuring the new employee's personal and employment details in Yuvo. This crucial task enables us to establish accurate records and ensures that all relevant information is readily available for HR personnel, managers, and the new employee.
Some of the key information includes but not limited to:
Name, Email, and Mobile Number
Nationality, Race, and Religion
Bank Details
Employment Type
Their Reporting Manager
Assigned Work Week and Public Holiday
Joining Date
Salary, Payment Method, and Rate of Pay
Overtime Calculation
Career Progression
Kindly refer to the linked article for detailed instructions on How to Add Employees to Yuvo
Organization Chart and its Impact on Approval Templates
The organization chart plays a critical role in determining the approval flow for leave and expense claims within a company. It outlines the hierarchical structure of the organization, highlighting reporting relationships and authority levels.
Understanding how the organization chart influences the approval process for these crucial activities is vital to ensure smooth and efficient operations.
Assigning of Leave Types and Approval Templates
Leave management is a vital aspect of any HR system, and having a robust leave module is crucial to ensure accurate tracking and streamlined approvals. In Yuvo, leave configuration involves setting up different leave types, assigning them accordingly, and establishing the approval template. Let's take a closer look at the processes that are significant for Employee Onboarding:
Assigning of Leave
As an administrator, it is crucial to assign the relevant leave types to your employees, enabling them to apply for their respective leaves. For instructions on how to carry out this task, please refer to the provided screenshot.
Assigning of Approval Template
After assigning the appropriate leave types to your employees, it is equally important to allocate the corresponding approval flow for each leave type. This allows their Managers or Finance Team to efficiently view and approve their leave applications.
Kindly refer to the linked article for detailed instructions on Configuring Leaves In Yuvo
Assigning of Expense Types and Approval Templates
Ensuring efficient management of expense claims is essential for maintaining financial transparency and providing accurate reimbursements to employees. In Yuvo, configuring the expense claims module includes setting up expense types, assigning them, and determining the approval template. Let's explore the key components of this process:
Assigning of Expense
As an administrator, it is essential to assign the appropriate expense types to your employees so that they can submit their respective expense claims. For instructions on how to perform this task, please refer to the provided screenshot.
Assigning of Approval Template
After assigning the appropriate expense types to your employees, it is equally important to allocate the corresponding approval flow for each expense type. This allows their Managers or Finance Team to efficiently view and approve their expense claims.
Kindly refer to the linked article for detailed instructions on Configuring Expenses In Yuvo
Admin Management
Admin management is a vital aspect of Yuvo, which empowers HR system administrators to assign administrative permissions to specific employees based on their roles and responsibilities within the organization. By carefully handling admin permissions, we ensure that the right individuals have access to essential HR functionalities while upholding data security and privacy.
Kindly refer to the linked article for detailed instructions on Defining Admin and Permission Groups