1.2. Career Progression

Career Progression migration includes the assignment group, method and some configuration for Leave, Payroll, Attendance & Expense Claim Module. It is important to have data verification whereby the assignment group or method of Leave, Payroll or Attendance will impact the entitlement or calculation for respective module. Therefore, here are the guides to lead you how to check on the group assignment & configuration.  

How to migrate employees' career progression?

1. Download the Career Progression template file as per attached or download at Home -> HRIS -> General Main -> Employee List -> Edit Employee -> HRIS tab -> Career Progression -> Click on Export/Import button.
   
2. A popup screen with Career Progression Data Migration shown. Click on Download Data button.
   
3. Open with Microsoft Excel 2003 & above.
   
4. Fill data for each column and refer to the further explanation for each column as below:
   

Column Name	Description	Remark
EMPLOYEE NUMBER	Employee Identified Number	Compulsory.
EMPLOYEE NAME	Employee Name	Compulsory.
CAREER PROGRESSION DATE	Career Movement Date	Compulsory. Date format in dd/MMM/yyyy. (Eg. New Join Date, Confirmation Date)
CAREER PROGRESSION DESCRIPTION	Career Movement Description	Compulsory. Select from list. (Eg. New Join, Confirmation)
BACK INCREMENT DATE	Back pay increment date	Optional. It only need to define for back pay purpose.
Branch	Branch	Optional.
Category	Category to group the employees.	Optional.
Cost Center	Cost Center	Optional.
Department	Department	Optional.
Employment Type	Employment Type	Optional.
Functional	Functional	Optional.
Job Grade	Job Grade	Optional.
Position	Position	Optional.
Salary Grade	Salary Grade	Optional.
REMARK 1	Career Progression Remark 1	Optional.
REMARK 2	Career Progression Remark 2	Optional.
REMARK 3	Career Progression Remark 3	Optional.
NOTICE PERIOD	Notice period either is month, day or year.	Optional. Only applicable for Exist Management Module.
NOTICE PERIOD UNIT	Unit notice period. E.g: 3 months.	Optional. Only applicable for Exist Management Module.
EXPENSE GROUP	Expense Claim Group	Optional. Only applicable for Claim Module.
FIRST SERVICE DATE	First Service Date	Optional. Date format in dd/MMM/yyyy. If the first service date is not same with join date, it is compulsory to be filled.
CUSTOMIZE FIRST SERVICE DATE?	Specify whether the First Service Date is custom.	Optional. Set as "Y", if the first service date is not same with join date.
BASIC SALARY AMOUNT	Employee Basic Salary	Compulsory for Payroll Module only.
HOURLY PAY AMOUNT	Hourly pay rate	Compulsory for Hourly Payment Rate.
BASIC SALARY CURRENCY	Salary Currency	Compulsory for Payroll Module only & select from list.
PAYMENT RATE	Payment Rate	Compulsory for Payroll Module only & select from list. (Eg. Daily, Monthly)
ENABLE EPF GROUP	Enable EPF Group?	If EPF Group assigned, it should be Y; No EPF Group assigned, then the value should be N.
EPF GROUP	EPF Statutory Group	Compulsory for Payroll Module only.
ENABLE SOCSO GROUP	Enable Socso Group?	If SOCSO Group assigned, it should be Y; No SOCSO Group assigned, then the value should be N.
SOCSO GROUP	Socso Statutory Group	Compulsory for Payroll Module only.
ENABLE VOLUNTARY EPF GROUP	Enable Voluntary EPF Group?	Not applicable to the employee without Voluntary EPF.
VOLUNTARY EPF GROUP	Voluntary EPF Group	Compulsory only which applicable to. (For Payroll Module Only)
ENABLE ALLOWANCE GROUP	Enable Allowance Group?	Y if Allowance Group assigned.
ALLOWANCE GROUP	Allowance Group	Compulsory for Payroll Module only.
ENABLE DEDUCTION GROUP	Enable Deduction Group?	Y if Deduction Group assigned.
DEDUCTION GROUP	Deduction Group	Compulsory for Payroll Module only.
ENABLE OT GROUP	Enable OT group?	Y if Overtime Group assigned.
OT GROUP NAME	Overtime Group	Compulsory for Payroll Module only.
ENABLE DAILY RATE GROUP	Enable Daily Rate Group?	Y if Daily Rate Group assigned.
DAILY RATE GROUP	Daily Rate Group	Compulsory only which applicable to. (For Payroll Module Only)
ENABLE UNIT RATE GROUP	Enable Unit Rate Group?	Y if Unit Rate Group assigned.
UNIT RATE GROUP	Unit Rate Group	Compulsory only which applicable to. (For Payroll Module Only)
ENABLE DEDUCTION RATE GROUP	Enable Deduction Rate Group?	Y if Deduction Rate Group assigned.
DEDUCTION RATE GROUP	Deduction Rate Group	Compulsory only which applicable to. (For Payroll Module Only)
PAYMENT METHOD	Salary Payment Method	Compulsory for Payroll Module only & select from list. (Eg. Bank, Cheque)
PAYMENT BANK ACCOUNT NO.	Employee Salary Payout Bank Account No	Compulsory for Payroll Module only.
ENABLE HRDF DEDUCTION? (Y/N)	HRDF Deduction	Optional for Payroll Module only.
LEAVE GROUP	Leave Entitlement Group	Compulsory for Leave Module only. (Key in Leave Group description which provide in Requirement Study session )
GROUP POLICY AND SCHEDULE	Group Policy and Schedule Group	Compulsory for Leave & Attendance Module only. It will involve the approving workflow and leave calendar group assignment. (Please ignore this column as implementation team will update accordingly.)
HOLIDAY AND OTHER SETTING	Working Calendar Group. Determine the holiday entitled to the employee.	Optional. It only compulsory whenever the employee is not refer to the leave calendar within the Group Policy and Schedule Group.
IMMEDIATE SUPERIOR NUMBER	Immediate superior's employee no. The immediate superior will react as approver for leave applications & overtime applications.	Compulsory for Leave & Attendance Module. Select from list.
IMMEDIATE SUPERIOR NAME	Immediate superior's name.	Optional. If immediate superior number empty, the system will getting the immediate superior name set as employee's immediate superior. If the employee no at immediate superior number column & name at immediate superior name was not refer to the same person, the system will take Employee No to set as Employee's Immediate Superior.)
ALTERNATIVE SUPERIOR NUMBER	Alternate immediate superior's employee no. The alternate immediate superior will react as the secondary approver for leave applications & overtime applications.	Optional.
ALTERNATIVE SUPERIOR NAME	Alternate immediate superior's name.	Optional.

      

     4. Save the migration file as per default Microsoft Excel (*.xls/ .xlsx) format.

     5. Click on  Import button -> Click on Select File button to browse -> Click Data Import button to upload the completed file.

Note: It is compulsory to provide employees' Confirmation Career Progression (for confirmed employees only) for data migration if the leave policy which allow employees apply leave after confirmation.

How to verify employees' career progression records?

Beside employees' career progression details, you are able to check employees' salary setup as well.

1. To check the career progression job group such as Department, Designation & etc, please go to HRIS -> Standard Report -> Employee Master. Click on Generate button.
   
2. To check employees' Statutory, Salary Setup and Leave entitlement group, please go to HRIS -> HRIS Report -> Career Progression Report -> Career Progression Setting Checklist Report. Click on the  and tick the required display column --> click Generate button.
   

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