FlairSuite video tutorial

Create an employee profile

2 minutesUpdated HR and payroll

Set up a profile with the leave, request, addition and deduction rules your employees share, and see it in the profile list.

Transcript

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  1. Welcome to FlairSuite. An employee profile is a template of leave, request, addition and deduction rules, shared by every employee who has it. In this short video, we will create one.

  2. First, sign in with your username and password.

  3. Open System, Apps Settings, HR, and choose Employees Profiles under Employee Management. These are the profiles you choose from when you add a new employee. Click Create new employee profile.

  4. Give the profile a name your team will recognise, and choose the currency its salaries are paid in. The working hours per day are used for overtime and payroll, so keep the default unless your staff work different hours. Click Next.

  5. Tick the leave types these employees are entitled to, such as annual leave. Choose Work so that leave counts working days only, then set your weekend days, so a Friday or Saturday off is never taken from their balance.

  6. Requests lists the allowances employees can ask to be paid for, and Additions sets amounts added to every salary, such as a housing allowance. We keep the defaults for now; you can change them at any time.

  7. Deductions sets what is taken off each salary. Click Finish, and the new profile appears in the list, ready to choose when you add an employee.

  8. That's it. Your profile is ready, and in the next video we will choose it while adding a new employee. Thank you for watching.

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