This feature eases the process of employee creation by directing the Admin only to the relevant and mandatory fields required that need to be filled. The admin can configure the system to enable the employee wizard option. Wizard can be configured for a set of predefined and marked compulsory as preferred to be shown on the wizard. By having the employee wizard enabled, the system guides the HR admin with the steps to add the employees to the system by showing what are the required fields that need to be filled when adding an employee.
To Configure first go to Employee Management > More > Configuration > Add Employee Wizard. Configure Add Employee Wizard screen will appear as shown below.
Step 1 – Click ‘Enable Add Employee Wizard’ To activate the feature and click Save.
Step 2 – As shown in the below screen, for each section select the fields that should be included in the wizard and make them mandatory if needed. Both Default fields and custom fields will be available for selection.
Ex: By clicking the down arrow the section gets expanded and the fields are shown as below. For here, select the fields that need to be made mandatory by selecting the "Required" checkbox as shown below.
If there are any custom tabs created in the system, those tabs are also shown on the screen.
Step 3 – Click Save.