Edition: *Professional, *Business, *Enterprise
User-level: Director, System Administrator
Previous steps: Set up leave policies and public holiday calendars
Once you've set up your leave policies and public holiday calendars in Synergy HR, you'll need to apply them to the relevant staff and add some additional information to their profiles. Synergy HR not only allows you to customise what policies are assigned to who, but it also gives you the ability to store personal information for staff that isn't visible to the whole organisation, record skills and qualifications, and add notes and to-dos regarding individual staff.
Applying policies and calendars to staff
Once policies and calendars are configured in Synergy HR, you can then allocate these to individual Staff in the Staff HR Settings.
Simply navigate to a staff member then select the employee drop down > Synergy HR > Staff HR Settings.
You can then assign the relevant polices and calendars to that individual staff member.
Storing personal details
Personal information such as date of birth, gender, marital status, private contact numbers and home address can be safely stored within the personal details area of the Synergy HR staff profile. You can also add additional information using custom fields, e.g. bank details, dietary requirements, allergies etc. This information can only be edited by Directors and System Administrators but can be viewed by staff members.
Simply navigate to a staff member then select the employee drop down > Synergy HR > Personal details
Adding skills and qualifications
You can add a staff members skills and qualifications to their profile to keep track of expiring qualifications and ensure you've got staff with the adequate skills and qualifications resourced on your projects. Only directors and system administrators can edit this information but it can be viewed by the staff member. Simply navigate to a staff member then select the employee drop down > Synergy HR > Skills and qualifications
Adding notes and to-dos
Within the staff profile you have the ability of adding in notes and todos that only directors and system administrators can view/edit. You can set up notifications with notes and todos and set due dates for when they need to be completed. You are also able to tick a note as complete when it is done or mark it as inactive if it is no longer relevant.
Simply navigate to a staff member then select the employee dropdown > Synergy HR > Notes and todos
Once you've added a note, you can edit the note by clicking the pencil icon. This will allow you to add a to-do to the note, add any comments, tick to-dos as complete or delete the note entirely.
Where to next?
What other features does this relate to?