Fixed registers in Simployer Classic

To perform the actions described in this guide, you must have the System Administrator role (see the document "Roles").

The document "Personal Page and Position Information" describes types of information on the personal page. In addition to this information, it is possible to add custom categories for information on individuals in Simployer HRM. 

This can be done through "Sizes and Values", which is a menu option available for all individuals.

On the test person created in the document "Create New Person," we can see that it is blank under "Sizes and Values." This means that categories for this information have not been created yet.

To create categories or attributes for "Sizes and Values", click on "Administration" in the menu on the left.

In Administration, click on "Fixed Registers", then select "Sizes and Values", and click the plus icon to create.

If "can be edited by the person themselves" is not checked, the employee's closest manager or an administrator will need to fill in the data on the employee's profile. This may be appropriate if the data is something provided by the employer, such as the date a mobile phone or access card was issued.

If "add values" is not checked, the category/attribute will be a text field. If a drop-down menu is to be created, the assumption is that only one option can be selected for the data, and it should be data with a limited number of types.

Once the category is created, the data can be entered under "Sizes and Values" on the person's profile.

The data can later be extracted in a report by the administrator (and by the manager for their department(s)). You can get data from "Sizes and Values" both in the report with the same name and in the "Picklist People" report.

Other commonly used functions under Administration and Fixed Registers include:

Position Register.

Here you can create multiple positions, and also edit the name of position titles using the pencil icon (on the right side of the image).

Personnel categories.

Here you can register multiple employment types, as well as edit the properties of existing entries.

Document categories.

Here you can add more document categories (called "custom categories") and set access rules for them (see the document "Roles – Extended Rights").

Note that if you want the nearest manager to have access to the document category you're creating, this must be added (the pencil icon to the right of the category).

See the document "Employee Documents" for more information about this module.