1.2. Career Progression

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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