{"id":4413,"date":"2024-04-02T11:38:38","date_gmt":"2024-04-02T11:38:38","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&#038;p=4413"},"modified":"2026-06-30T12:22:46","modified_gmt":"2026-06-30T12:22:46","password":"","slug":"logging-in-3","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/logging-in-3\/","title":{"rendered":"Employee Operations\u00a0"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The Employee Operations section serves as a comprehensive administrative center within the Personnel Affairs ecosystem. It allows human resource managers to oversee employee lifecycle milestones,&nbsp;modify&nbsp;essential structural deployments, update core registries, and enforce organizational or financial data compliance benchmarks uniformly across the enterprise.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To access this section, follow these steps:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>From the&nbsp;Human Resources&nbsp;page.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>From the top navigation bar, click&nbsp;HUMAN RESOURCES OPERATIONS.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Locate the&nbsp;EMPLOYEES DATA&nbsp;column.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click&nbsp;Employee Operations&nbsp;to load the Personnel Affairs operational dashboard.&nbsp;<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Configuration Workflow&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The core dashboard aggregates multiple functional modules organized by a tabbed navigation header. Administrators can cycle through these specialized tracks to execute operational overrides:&nbsp;<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><em>1. Staff List<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Provides a centralized repository to search, isolate, and audit the complete active workforce ledger.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Employee Basic Data Filters:&nbsp;Query records dynamically by entering parameters such as Employee Name, Job Number, Identification Number, Branch, Section, Main Section, Specialization, Specialization Details, Path, Sectors, or Employee Status.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filter by Date:&nbsp;Refine headcount visibility using custom calendar bounding ranges including Employment Date From\/To and Employee Start Date From\/To.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save \/ Search Actions:&nbsp;Click the button array to commit filter criteria and update the grid visibility.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>2. Add An Employee<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Enables the onboarding of new personnel into the institutional master ledger through a multi-step verification pipeline split into distinct category tabs:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Personal Data:&nbsp;Captures identity benchmarks such as full name string, English name translation, Marital Status, Identification Number, Job Number,&nbsp;Finger Print&nbsp;Number, Nationality, Religion, Gender, and Family Numbers.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Work Information:&nbsp;Establishes&nbsp;departmental placements, job categories, and facility routing designations.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact Data:&nbsp;Logs&nbsp;standard communication parameters, phone values, and physical addresses.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Financial Statements:&nbsp;Links to&nbsp;salary criteria, account keys, and currency attributes.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contract:&nbsp;Binds structural employment periods, trial phases, and legal covenants.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>3. Transfer And Promotion&nbsp;of&nbsp;Employees<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Manages corporate mobility,&nbsp;relocation of&nbsp;vectors, and structural advancement changes.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Current Data:&nbsp;Displays a read-only historical baseline of the employee&#8217;s existing assignments (Region, Branch, Section, Job Level, Job Category, Specialization, Sectors, Main Section, Path, and Specialization Details).&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New Data:&nbsp;Dropdown interfaces allow administrators to specify the new target organizational fields to route the employee.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Direct Transfer&nbsp;and&nbsp;Promotion: Commits the structural modification directly to the active operational registry.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>4. Contract Renewal<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Facilitates the oversight, continuation, and extension of expiring employment legal instruments.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Job Details and Administrative Filters:&nbsp;Isolates specific workforce agreements across sections, specializations, branches, and statuses.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatic Renewal of Expired Contracts:&nbsp;Allows batch execution to systematically renew trailing contracts according to corporate policy parameters.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>5. Create Contracts<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Allows managers to design, define, and issue formal new employment agreements for active personnel lacking a bounded contract profile.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provides granular lookup search inputs by category, level, or name alongside an empty data grid to process targeted contract generations in bulk.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>6.&nbsp;Activate_Off<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Manages compliance logging and registry overrides&nbsp;regarding&nbsp;inactive employee profiles, final settlement states, and suspended labor records.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Administrators can search by administrative properties to inspect attachments, tracking dates, and termination properties.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>7. Updating Data<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Serves as an external batch processing terminal to upload and patch massive volumes of personnel information concurrently. It includes explicit document paths for:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Employee Data \/ Updating Data Employee.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload Files&nbsp;Of&nbsp;Relatives.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update Facility Data.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update Employee Payroll Data.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update Employee Documents.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Dues \/ Add Deduction \/ Add Custom Benefits.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload &amp; Template Retrieval:&nbsp;Features dedicated template generation channels to extract matching upload formatting rules before pushing files back to the server.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>8. Stop&nbsp;EmpBank&nbsp;Changes<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Establishes a&nbsp;data-security&nbsp;lock to freeze financial destination routes and prohibit unauthorized bank account modifications.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prohibit Modification of Bank Data:&nbsp;Administrators can search by Employee Name, select a Branch or Section, and click&nbsp;Block&nbsp;EmpBank&nbsp;Details&nbsp;to secure account routing data.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Grid Record Tracking:&nbsp;Displays a historical&nbsp;list&nbsp;tracking locked accounts along with individual row actions to lift the restriction if needed.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>9.&nbsp;Change Direct Manager<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Remaps reporting authorities and organizational structures, split into two dedicated operational sub-tabs:&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1- Add Direct Manager to Employee:\u00a0Establishes\u00a0an initial direct supervisor connection for a selected employee record.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Direct Manager Via System:&nbsp;Uses dynamic entity dropdown selectors to match a target employee to an updated reporting authority manually.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add Direct Manager Via Excell File:\u00a0Provides an upload pipeline to execute reporting restructuring updates simultaneously via external spreadsheets.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">2- Change Direct Manager:\u00a0Modifies\u00a0or revokes an existing supervisor relationship assignment for a selected employee record.\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Change Direct Manager Option:&nbsp;Updates the assigned supervisor route dynamically using dropdown selection filters and commits using the confirmation button.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Remove Direct Manager Option:&nbsp;Clears out the assigned authority route entirely from the employee profile using the revocation button.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Change Direct Manager Archive:&nbsp;Expands a collapsed sub-panel grid tracking&nbsp;previous&nbsp;reporting path reassignments historically.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h5 class=\"wp-block-heading\"><em>Grid Operations and Data Export<\/em>&nbsp;<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The control toolkit&nbsp;located&nbsp;at the right of individual data tables across these tabs allows you to process information dynamically:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search:&nbsp;Isolates targeted list criteria instantly on the fly.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export to Excel:&nbsp;Pushes data profiles into an&nbsp;.xlsx&nbsp;workbook sheet layout.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export to PDF:&nbsp;Generates document report summaries of the active view.&nbsp;<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Show\/Hide Columns:&nbsp;Toggles data visibility configurations across table listings.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Note:&nbsp;Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators&nbsp;modify&nbsp;these settings.&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>The Employee Operations section serves as a comprehensive administrative center within the Personnel Affairs ecosystem. It allows human resource managers to oversee employee lifecycle milestones,&nbsp;modify&nbsp;essential structural deployments, update core registries, and enforce organizational or financial data compliance benchmarks uniformly across the enterprise.&nbsp; To access this section, follow these steps:&nbsp; Configuration Workflow&nbsp; The core dashboard aggregates 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