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In this Section: Organisation Structure Configuration Configuration and Administration In this section you will be shown how to configure the Organisation Structure module before you start building a structure.  This will be done in two ma...

1. Introduction 1.1. Document Outline The Signify Software Employee Relations (ER) Module is designed to assist with the recording and storing of information that relate to inadequate performance and misconduct of employees whilst they are at work. It should...

Disciplinary Standard 1.1. Introduction Disciplinary Standard is ideally suited for recording events where the disciplinary action was swift and decisive and where no further repercussions are expected. It is essentially a simplified way to record any discip...

1. Introduction Disciplinary Advanced is a more complex section and allows administrators and users of the system to record offences, disciplinary actions, and legal processes and proceedings. It is a dynamic section that will apply guidelines based on inform...

1. Introduction Dispute, similar to Disciplinary Advanced, allows users and administrators to record disputes that the employee make against the employer or a specific individual working for the employer. Disputes are a natural part of the disciplinary proce...

1. Document Purpose 1.1. Document Outline The document starts with an overview of basic functionality within the Employee Relations Module. The disciplinary process has two legs namely, Disciplinary Standard and Disciplinary Advanced. The dispute process an...

1. The Disciplinary Detail Report The Disciplinary Detail Report can be used to obtain details of each disciplinary step for all the employees on a specific schema. It also provides timelines from one action to the next. This allows managers to gauge the effi...

Master Data needs to be populated by the system administrators before any of the sections become functional. It is not accessed when a disciplinary action is recorded and therefore it is required to be completed and updated at all times. In the following sect...

This document explains and illustrates the functionalities and rules within the Licence Management module. This module is implemented to manage the life cycle of licences required by an employee’s job/position, ad hoc licences and public licences. Process Flo...

Introduction The licence approval workflow process was developed to manage the administration, approval, printing and issuing of an employee’s licences as a Senior Training Officer, an Engineer and a Licence Administrator. Basic Sequence of Events The licen...

Introduction to Employee's Licences The licences section in the Manage Employees module enables an administrator to manage the public licences, ad hoc licences as well as job/position related licences of each employee individually. This section is not restric...

How to link a Job Requirements Link the licences required by an employee’s current job/position. The licences linked here will display accordingly on the employee’s licence dashboard. Path: Modules | Job Management | Job Profiler | Requirements Profile | Lic...

Introduction to Licence Record Validity Dates Licence record validity dates are managed within the system either by following the requirement learner records or by custom selected validity dates depending on the licence section of the licence and the value of...

How to Process a Licence Licence processing is a procedure that creates and updates all employee licence records as well as workflow instances based on a set of pre-defined rules. This procedure can be scheduled to be executed automatically, or it can be exec...

Licence Types Define licence types that will be used to categorise licence definitions. The type of a licence definition will be used, within an employee location and licence type relationship, by the licence approval workflow process to determine the workflo...

Location Configuration Locations are defined and linked to employees. The location is used, within an employee location and licence type relationship, by the approval workflow process to determine the workflow recipients who will be required to action the wor...

Printing of Licence Cards A licence print form is used to print a licence card for an employee from the Licence workflow approval or from Manage Employees. The print form is developed in the format of a report and then it is uploaded to the reporting tree str...

Workflow Administrative Users The roles that an Administrator requires are explained next. 10.1 Workflow administrator Licence Administrative Users The roles that an Administrator requires are explained next. 10.2 Subgroup permis...

Licence Record Import The licence import functionality enables a system administrator to import licence records from the administration portal. The administrator can do a bulk import of licence records that will reflect on the employees’ licence dashboards. T...

How to Switch on the Module The following configuration settings are needed for the Licence Module 12.1 Workflow – configuration settings Configure the workflow module setting per schema. Path: System Administration | Tools | Configuration | Framework | Fr...