This application, which is accessible from the Time & Activities > Administrate > Configure > Career menu, will help you chronologically log your employees' career development from their previous professional experience to their internal transfers.

Click to enlarge/reduce        Employment contract

In the Time & Activities > Administrate > Configure > Career > Employment contract menu, you can define employee-employer commitment information. There may be two categories of employees: contract employees and temporary workers. This module lets you manage both of them simply and effectively.

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An employee is considered to be a temporary worker on two conditions:

•they belong to the temporary worker staff category

•they have a temporary worker employment contract

These two concepts may be synchronised so that the creation of a temporary worker contract automatically assigns the temporary worker staff category (provided that the relevant user right is activated.)

hmtoggle_plus1        Assign an employment contract

1.Click on icn_plus to add a new Contract.

2.Enter the Contract number for known Dates.

3.Select the Type of contract. The contract type selected determines which fields are needed to create your contracts.

4.Indicate the Estimated end date if applicable.

Contractual elements

a.Indicate the Nature of the contract, Collective agreement and Employment contract supplement (from the system fields).

b.Provide additional information on the contract such as Reason for use, the Person replaced, Reason for the job and Job held (from the system fields).

c.Specify if there is a Probation and when it will end.

oSelect the contract with the start date concerned in the Employment contracts section.

oCheck Probation.

oEnter the End and/or Renewal date of the probation. The probation status changes from To be completed to In progress and Completed based on the selected contract.

oIndicate the Duration (choose between months, weeks, days) if you want to.

d.Choose the Contract types (from the system fields).

e.Indicate the Working time and Full-time equivalent.

a.Indicate the Nature of the contract, Temporary employment agency, Collective agreement and Employment contract supplement (from the system fields).  

b.Provide additional information on the contract such as Reason for use, the Person replaced, Reason for the job and Job held (from the system fields).

c.Specify if there is a Probation and when it will end.

oSelect the contract with the start date concerned in the Employment contracts section.

oCheck Probation.

oEnter the End and/or Renewal date of the probation. The probation status changes from To be completed to In progress and Completed based on the selected contract.

oIndicate the Duration (choose between months, weeks, days) if you want to.

d.Choose the Contract types (from the system fields).

e.Indicate the Working time and Full-time equivalent.

f.Indicate the Contract End date..

g.Enter the Number of weekly hours.

h.Indicate the Wage band and the Coefficient. The Invoiced rate is calculated automatically using this data.

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After creation, you may Extend or Close the contract in a few simple clicks. The Initial end date and the Number of extensions will be automatically displayed.

Documents

5.Attach a document by clicking on icn_plus. If necessary, add a comment.

End of contract

6.Indicate the Reason for leaving with a Comment if this person is in the company provisionally, for example. Click on icn_3 dots, then select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots. These come from the system fields.

7.The Pay differential deadline is editable in each employment contract assigned to employees.

8.Indicate the Final balance status. These come from the system fields.

9.Save.

10.If necessary, fill in the Customisable fields.

11.Save.

hmtoggle_plus1        Add an amendment to the contract

Changes from a fixed-term contract to a permanent contract or a change to part-time are common. In order to be able to manage these changes without creating a new employment contract in Kelio each time, the Employment contract details log software option must be activated in the Configuration module.

You can add a change to the following data:

•Nature of the contract

•Employment law or agreement

•Branch agreement

•Contract object

•Working time

•Billing (for a temporary contract)

1.Click on icn_3 dots, behind the desired concept then on icn_plus.

2.Enter the new State date.

3.Select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots.

4.Save and Validate.

5.Remember to Save everything at the end.

Click to enlarge/reduce        Close an employment contract

For all employee contracts with in-process status, the option Close is available.

1.Select the employee in the list (or use grouped mode for several people).

2.Click on Close.

3.Indicate the Contract end date.

4.Click on Close the current time contract to close the time contract automatically on the same date.

5.Check the reset box and select a customised reset if necessary. Click on icn_validate to confirm. If you make a mistake, delete the line created by clicking on icn_cross_blue.

6.Select the Final balance status in the dropdown menu. These come from the system fields.

7.Confirm. The employment contract status changes according to the end date:

a.Closed

b.Closed early

c.In progress with early closure

hmtoggle_plus1        Grouped contract monitoring

When you switch to grouped mode, the contracts are listed together with their status (trial period, in progress, extended, closed early, final balance status, etc.) and this status is displayed in colour to facilitate processing. You may filter the contracts according to their statuses, according to whether they end or begin in a given period.

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Display in this table the elements that interest you by right clicking in the header of a Display column.

Using the filters and the status information, you can easily Settle, Extend or Close one or more contracts.

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The colours of the different statuses are configurable.

tog_minus        Classification

The Time & Activities > Administrate > Configure > Career > Classification menu is used for professional category, professional status, qualification and wage band assignments. In particular, this information may be used as sorting and query criteria.

Add/modify a category of personnel

1.Click on icn_3 dots to enter/modify the Category of personnel (Employee / Temporary worker) and their Start date.

2.Confirm.

Delete a category of personnel

1.Click on icn_3 dots.  

2.Select the line concerned.

3.Click on icn_dustbin.

4.Click on Yes to confirm.

5.Confirm.

Add/modify a professional category, job class, qualification and wage band assignment

1.Click on icn_plus.

2.Select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots. These come from the system fields.

3.Enter the Start date.

4.Confirm your choice with icn_validate.

5.If necessary, fill in the Customisable fields.

6.Save.

tog_minus        Job title and skills

Entering the job titles and skills allows you to assign a specific job title and all the skills required to each employee in his/her file. This function allows you to store an additional piece of information on employees as well as manage staff replacements, taking the employees' skills into account in Kelio Planning Pro.

The Staff administration > Administrate > Configure > Career > Job title and skills menu is designed to make it easier for you to manage the job titles and skills of each of your employees and their levels. It is configured in the System fields section and is also used for planning.

Job title/Skills

1.Click on icn_plus to add a job title/skill or on icn_pencil to modify it (overwrites the current element).

2.Select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots.

3.Enter the Acquisition date.

4.For the skills, indicate the Level and the validity end date.

5.Click on icn_validate to confirm the change. If you make a mistake, delete the line created by clicking on icn_cross_blue.

Languages

6.Click on icn_plus to add a language and level or on icn_pencil to modify them (overwrites the current element).

7.Select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots. These come from the system fields.

8.Click on icn_validate to confirm the change.

Functions

9.Click on icn_plus to add an employee representative function or on icn_pencil to modify it (overwrites the current element).

10.Select the different elements via the dropdown menus icn_scrolling or the advanced selection icn_3 dots. These come from the system fields.

11.Click on icn_validate to confirm the change.

Customisable fields

12.If necessary, fill in the Customisable fields.

Documents/Comments

13.Add the elements in the same way as described above.

14.Save.

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Concepts related to sales options

Click to enlarge/reduce        Certifications

In this tab, you can monitor all the accreditations each user employee requires for their post.

Certifications

1.Click on icn_plus to add a new certification or on icn_pencil to modify it (overwrites the current element).

2.Select the Type via the dropdown menu icn_scrolling or the advanced selection icn_3 dots. The Category will be automatically specified.

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Setup of Types is done via Staff administration > Set up > Certifications.

Certification periods

3.Click on icn_plus to enter the Date acquired. If you entered a period of validity when the type was created, the Expiry date is automatically calculated. Otherwise, you can enter it. The system also calculates the Renewal procedure start date.

4.Depending on the configuration, specify if the training and medical appointment have been carried out.

5.Specify whether or not the certification will have to be renewed.

6.If necessary, add a document.

7.

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Mass-mailed documents are only generated from the Staff administration > Manage > Certifications menu (optional).

8.Validate.

9.Save.

10.If necessary, add a document.

11.Save.

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For grouped certification management and regular monitoring with alerts, use the dedicated screen (optional).

tog_minus        Training

This screen presents all the training followed by the employee and the training they want to take. Thanks to this monitoring you can easily check the status of past, current and planned training.

To add a training session to the list, you must:

1.Click on icn_plus.

2.Enter the Title of the training course and select the start and end dates.

3.Select the Status (from the system fields) from the dropdown menu icn_scrolling.

4.Indicate the Creation date of the request.

5.Choose whether it is certification training.

6.Fill in the Internship description and Training organisation description.

7.Specify the duration in days and/or hours.

8.Add a Description if necessary.

9.If desired, attach the training course’s key documents such as invitation letters, attendance sheets or diplomas obtained.

10.Confirm.

11.Save.

12.If necessary, add a document concerning the different internships.

13.Save.

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You can be warned of the next training course by an alert.

tog_minus        Appraisals

This screen allows you to add comments such as the manager's general assessment or the employee's main objective and attach documents such as evaluation forms, objective sheets, etc.

To add an appraisal to the list, you must:

1.Click on icn_plus.

2.Complete the Title and select the Date of appraisal.

3.Select the appraisal Type (Appraisal or Performance appraisal) from the dropdown menu.

4.Add comments on this specific appraisal if necessary.

5.Link a document to this specific appraisal by clicking on icn_paperclip and entering a document Code.

6.Save.

 

Add a comment, a document, and optionally complete the Customisable fields. Remember to Save the data entered.

 

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You can also enter the date of the next appraisal with the employee.

Click to enlarge/reduce        CV

In this screen, you may trace chronologically the skills of your employees via their diplomas and educational certificates. Indicate each employee's educational level and attach the copy of a diploma or other evidence.

1.Select the Educational level (from the system fields) from the dropdown menu icn_scrolling.

Initial training

The training history consists of several parameters: year of graduation, diploma, school, an attachment and a comment.

2.Click on icn_plus to provide free entry information.

3.Click on icn_validate to confirm.

Past professional experiences

Past professional experience history has several parameters: a start and end date, a duration, company, location, post occupied, an attachment and a comment.

4.Click on icn_plus to provide free entry information.

5.Click on icn_validate to confirm.

If you want to attach key training documents such as diplomas and educational certificates, follow these instructions. Optionally fill in the Customisable Fields. Remember to Save the data entered.

tog_minus        Remuneration

Remuneration in Kelio can be imported through an interface or set up manually by the employee.

It is divided into two categories:

Wages history

Wages history has several parameters: a start and end date, a base salary, a gross salary, variable pay, a net salary, a net payable and a net taxable as well as a comment.

1.Click on icn_plus to provide free entry information.

2.Click on icn_validate to confirm.

Bonus table

There are several parameters involved in entering bonus history: a title, remittance date, frequency, start and end date, amount, payroll type, bonus type (from the system fields), and comment.

3.Click on icn_plus to provide free entry information.  

4.Click on icn_validate to confirm.

Add a comment, a document, and optionally complete the Customisable fields. Remember to Save the data entered.

tog_minus        Other information

Various items of information that you configured earlier for this screen may be grouped together here via free and predefined fields. To add free information, double-click on the Value field and enter the value. For the predefined fields, simply make a selection from the dropdown menu.

You can also add Documents and Comments.