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Data Setup Checklist

 

Before entering data into iHRIS Manage, you must configure lists for selecting standard items. Standardizing these selection lists ensures that data can be reported consistently. Complete the following exercises before beginning to identify and gather all the data needed to complete the setup. This exercise should be completed by an HR Manager. 

 

Education types and degrees

 

List all education types (such as high school, college, university, professional) and degrees for each education type (such as diploma, bachelor's degree, master's degree, certificate) to track for job applicants and employees.

 

Action: Enter all education types and degrees in the system (see Add education type and Add degree). 

 

Languages 

 

Do you want to track employees' language skills -- their proficiency at reading, writing and speaking non-native languages? List all languages to track.

 

Action: Enter all languages (see Add language).

 

Competency categories and competencies

 

Is your organization using a competency model to track employee competencies or skills? A competency is any skill in which an employee has been assessed to be competent. For easier organization, related competencies can be grouped under the same competency type, or a category of related competencies. 

 

List each competency type and all the competencies that belong in each category. 

 

Action: Enter all competency types and competencies in the system (see Add a competency type and Add a competency).

 

Identification types

 

Identification types are non-changing IDs, such as a Social Security Number, driver's license, passport or national health insurance card, that are used to identify an employee. Identification numbers are entered into the system when a job applicant completes an application and when an employee is hired. The types of identification that are required depend on the laws of your country and the policies of your organization. 

 

List all identification types that will need to be tracked. 

 

Action: Enter all identification types in the system (see Add an identification type).

 

Benefit types

 

Will you be tracking special non-salary payments made to employees, such as benefits, allowances, travel advances or bonuses? List all benefit types, or special payments.

 

Action: Enter all benefits types in the system (see Add a benefit type).

 

Marital status types

 

List the types of marital status -- such as single, married, divorced and widowed -- you need to track for your employees. 

 

Action: Enter all marital status categories in the system (see Add a marital status). 

 

Reasons for departure 

 

List the reasons for departure that you would like to track when employees leave or change positions within the organization. 

 

Action: Enter all reasons for departure in the system (see Add a reason for departure).