Step 5: Adding Employee Profile Manually

A complete and active employee profile consists of two files:

Applicants - a file that store employee's personal information such as birthdate, home address and bank accounts
Placements - a file that store employee's job-related information such as job position, salary and attendance

If Applicant is not linked with any Placement, this is not an active employee profile because this employee has no job position assigned

1) Add one applicant manually

Note 1* Input all essential fields(marked as * ) for an Applicant, or this file will not be saved successfully

Note 2* Input well-ordered numbers for all Applicant numbers as this number will be the ESS login ID for the employee

Note 3* Password means the ESS login password & payslip password for the employee

Note 4* If information such as Personal Email and Telephone (Mobile) could not be provided, input '' - ''

Go to Staff --> Applicant
Add New
Input ALL fields except Location, Address, Comment, Remark and Active Directory User Name
Save

2) Add one placement manually

Add a placement file for the applicant

Fill in General section for Backstage to identify the job position and contract status

Select an applicant in Staff
Select Job Order and Organization
Input Placement Number and Position
Input Start Date and Probation End Date
Enable ''Is continuous contract?'' for employees fulfil 418 Hong Kong labour policy

Complete Attendance and Salary section while Appraisal section could be skipped

After saved, a detailed version of a placement file will be shown, complete the rest sections

Fill in Salary section for Backstage to calculate salary in payroll batches

Input ER Contribution Commencement Date and EE Contribution Commencement Date
Enable ''Require Tax Filling?'' if this staff need to submit tax forms to the government

Complete Leave section

Add leave entitlement by clicking the gear icon
Select Leave entitlement for this staff
Let Effective Date same as staff's start date
Let starting period as 0 so leave entitlement start counting from staff's start date