The document defines the steps an EIM Admin takes to configure the employee information management system. This includes defining employee profiles, job information like salary grades and titles, qualifications, benefits, and other classification details to fully capture all relevant data for employee records. Dynamic fields can also be created to collect any additional required information.

2. EIM: Define Employee
Record

3. EIM Admin
Defines the Employee
Information That will be
captured by the
System.
Company
EIM Admin
Profile
Employee
Information
Manager

4. Job Information
Defining the Job Information in 3 Step Process
Step 1:
Click
Salary Grade fill out
details and Save
Step 3: Step 2:
Click Click
Designation fill out Corporate title fill out
details and Save details and Save

5. Job Information- Salary Grade
Salary Grade is also referred as Pay Grade.
Step 1:
Enter Salary
Grade Name
Select Currency
Select Hierarchy
Set the salary
either Range or
Slot
Range:
Mid point will be
You will be setting
calculated automatically.
Save the Salary Range
for this particular
Salary Grade.

6. Job Information-Corporate Title
Company Titles are defined in this section.
Step 2:
Enter
Company
Titles in
Description
Select salary
Grade
Select
Hierarchy Top in Hierarchy Should
only be ticked if the
defined Corporate Title is
at the very top.
Save

7. Job Profile-Designation
Here you defines the designations in the company.
Step 3:
Type in the
Designation in
Description
Select Corporate
title
Select Hierarchy
By ticking Senior Management box,
Save designation being specified will be included
in reports generated on senior
management.

8. Creating Dynamic Fields
Any additional information that
needs to be captured, can be
defined via this. Number of
dynamic fields that can be
created is unlimited.
3
4
5
1
2 6
1. Go to ‘HR
Admin’ >> 2. Click ‘New ‘ 4. Enter ‘Data
3. Enter 5. Enter other
‘EIM Admin’ to create a Type’ e.g. 6. Save data
‘Description’ relevant data
>> ‘Dynamic dynamic fields String, Date
Fields’

9. Qualification Information
If employee qualification needs to be recorded, these menu items
allow you to define qualification related basic information. This is
not a mandatory setup.
-Qualification Types: Internal/External/Academic/Professional
-Rating Method of each qualification: Pass/Fail, 1st Class/ 2nd Class
-Qualification Classification: Professional Stream 1/ Professional
Stream 2, Academic Bachelors Business/Academic Bachelors IT
-Qualification: Professional certificate, Bachelors Degree
-Qualification Property: Any additional data can be defined here. E.g.
Professional certification issue date/expiry date
-Subject: Subjects contained in the qualification e.g. BSc subjects
-Skill: Communication, special skill
-Sub Skill: Presentation, team
-Language: English, French, Hindi, Chinese

10. Membership Information
If memberships the employee holds needs to be recorded, these
menu items allow you to define membership related basic
information. This is not a mandatory setup.
-Membership Type: e.g. Academic/Professional/Social
-Membership: e.g. Fellowship/CIMA, Rotary
-Membership Title: In some memberships, a title gets post fixed to
the name

11. Benefits Information
If benefits given to an employee needs to be recorded, these menu
items allow you to define benefits related basic information. This is
not a mandatory setup.
-Cash Benefit: e.g. Vehicle Allowance
-Non-cash Benefit: e.g. laptop, mobile handset
-Uniform Type: e.g. Factory Workers, Office Workers
-Cash Beneft Assign to Salary Grade: These benefits will applicable to
all employees in that salary grade
-Non-cash benefit Assign to Salary Grade: These benefits will
applicable to all employees in that salary grade

12. Nexus Information
These are further categorizations that can be defined per employee.
This is a mandatory setup but most of the information will be by
default available.
-Employee Category: e.g. Office, Factory
-Statutory Classification: Some statuaries mandate to define
directors, executives etc… This captures such categorization
-Employee Group: This is another level of categorization made
available. E.g. sed in scenarios to identify employees paid
monthly/weekly/fortnightly
-Employment Type: Permanent/Probation/Intern/Casual
-Employee Title: Dr., Mr., Mrs., Ms., Prof.
-Gender Type: Male/Female
-Marital Status: Married/Unmarried/Undisclosed
-Blood Group: A+, A-, B+, B-, O+, O-, AB+, AB-
-Attachment Type: What kind of attachment types can be attached
against the employee record e.g. CV, Degree Certificate

13. Census Information
Transport and accommodation options provided for the employee,
can be defined via this. This is not a mandatory setup.
-Route Information: The routes the company transport vehicles take
to pick up and drop employees
-Dwelling Type: Accommodation related details

14. Nationality and Religion Information
These information come as standard with the setup.
-Nationality: Preloaded with all nationalities
-Religion: Preloaded with all religions
-Race: Can be used to define the ethnicity

15. Geographical Locations
Details required to capture employee address. This is a mandatory
setup but most data is made available by default.
-Country: Pre loaded with all countries
-Province: Provinces/States. Label can be renamed
-District: District/Suburb. Label can be renamed
-Electorate: Only if applicable

16. Extra Curricular Activities
Extra curricular activities/interests of the employee that needs to be
captured as part of the employee record can be defined here. This is
not a mandatory setup.
-Extra Curricular Category: Sports/Interests
-Extra Curricular Activity Type: Cricket, Tennis, Mountain Biking,
Hiking, Snow, Diving