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EXM Suite

User Form

A user form in HRSD (Human Resources Service Delivery) is a digital tool used to collect essential information from employees or applicants. It typically includes fields for personal details, contact information, employment history, and possibly emergency contacts or legal documentation. User forms streamline data collection, ensuring accuracy and compliance with organizational policies. They facilitate the onboarding process by centralizing information and expediting administrative tasks. HR departments use user forms to efficiently manage personnel records and provide better support to employees throughout their journey within the organization.

As per the onboarding procedure, if the candidate meets the qualification criteria, they will be advanced to a member status in the AD (Active Directory) and included in the user table two days ahead of their joining date. Additionally, any associated documents will be gathered and stored within the user entity.

Summary

The summary consolidates crucial details related to an individual's account, personal information, emergency contacts, addresses, and assigned licenses:

Account Information

User Account Information includes essential details for user identification and management.

These details collectively provide a comprehensive overview of the user's identity, role, and organizational context, facilitating effective management of user accounts and access privileges.

FieldDescription
User NameThe unique identifier used by the user to log in to systems or platforms.
ImageA profile picture or avatar associated with the user's account, often used for visual identification.
Employee IdA unique numerical or alphanumeric identifier assigned to each employee within the organization.
Employment TypeSpecifies the type of user account, such as employee, contractor, or administrator.
Job TitleThe job title or position held by the user within the organization.
DepartmentThe specific department or division to which the user belongs within the organization.
Office LocationPhysical location where the user primarily works.
HR ManagerName or identifier of the user's HR manager.
ManagerName or identifier of the user's immediate supervisor or manager.
Marital StatusStatus indicating whether the user is single, married, etc.

User Information

User Information encompasses vital personal details for identification and communication.

Collecting and managing this information ensures accurate user identification, facilitates communication, and enables personalized services within the organization's systems and platforms.

FieldDescription
First NameThe given name of the user.
Last NameThe surname or family name of the user.
GenderThe gender identity of the user, if provided.
Primary EmailThe main email address associated with the user's account for communication and authentication purposes.
Mobile PhoneThe user's mobile phone number, often used for two-factor authentication and communication.
Date of BirthThe birth date of the user, providing age-related information and sometimes used for verification purposes.

Emergency Details

Emergency Details capture critical information for contacting a user's emergency contact.

These details enable quick and efficient communication with the designated individual in case of emergencies, ensuring the safety and well-being of the user.

FieldDescription
Contact NameName of the designated emergency contact person.
PhonePhone number of the emergency contact for immediate communication.
GenderGender identity of the emergency contact, if relevant.
RelationshipRelationship of the emergency contact to the user (e.g., spouse, parent, sibling).

Primary Address

Primary Address details the user's main residence or contact address.

Collecting this information ensures accurate correspondence and location-specific communication with the user, as well as facilitating logistical arrangements as needed.

FieldDescription
AddressStreet address, including building or apartment number.
State/ProvinceAdministrative region within the country (if applicable).
CountryNation where the user's primary address is located.
CityMunicipality or urban area associated with the address.
ZIP CodePostal code or ZIP code corresponding to the area.

Secondary Address

Secondary Address provides an additional location for the user.

This information facilitates communication and logistical arrangements for users who may have multiple residences or work locations.

FieldDescription
AddressDetailed street address, including any relevant identifiers.
State/ProvinceAdministrative division within the country, if applicable.
CountryNation where the secondary address is located.
CityUrban or municipal area associated with the address.
ZIP CodePostal or ZIP code corresponding to the secondary location.

Assigned Licenses

Assigned Licenses detail the software or service licenses assigned to a user.

This information helps manage software/service subscriptions and ensure users have access to the necessary tools for their roles within the organization.

FieldDescription
License NameName or identifier of the licensed software/service.
StatusIndicates the current status of the license (e.g., active, inactive, pending).

Details

Profile Details

The "Profile Details" section gathers essential information related to the professional background and skills of the user:

FieldDescription
Business UnitSpecific division or department within a company where the user works.
CandidateIndividual applying for a job within an organization.
LanguageLanguages spoken or understood by the user.
SkillsAbilities, proficiencies, and expertise possessed by the user.
Timesheet ReminderOption to receive reminders for not submitting the timesheets.
ResumeProfessional summary, work experience, skills, etc., of the user.

Direct Reports

Direct report typically refers to an individual who directly reports to another person within a hierarchical structure, usually in a workplace setting. It signifies an employee who is under the supervision or management of another individual, known as their manager.

Separation

The Separation section includes Submission Date, Employee Status, Reason for separation, Last Working Day, and Comments for record-keeping and exit procedures.

FieldDescription
Submission DateThe date when the separation process was initiated or when the separation request was received.
Employee StatusThe current status of the employee within the organization, indicating whether they are active, on leave, or in the process of separation.
Reason for SeparationThe specific reason or cause behind the employee's departure, which could range from voluntary resignations to terminations, retirements, or other circumstances.
Last Working DayThe date specified as the employee's final day of work within the organization.
CommentsAdditional notes or comments relevant to the separation process, which may include details from exit interviews, outstanding tasks, handover responsibilities, or any other information deemed important for record-keeping and administrative purposes.

Benefit

A benefit typically refers to a list of benefits associated with an individual or a group within an organization. It provides a comprehensive view of the benefits that employees are enrolled in or eligible for. Each benefit entry in the list usually contains detailed information about the benefit, such as its name, description, coverage details, enrollment status, and any associated costs or contributions.

Financial Details

Financial Details typically refer to a section within a user profile where various financial information about an individual is stored. This information might include details related to salary, compensation, bonuses, deductions, tax withholdings, and other financial aspects relevant to the individual's employment or financial relationship with the organization.

Identification

Identification typically refer to official documents used to establish a person's identity. In various contexts, especially within organizational systems, this section might include details or copies of documents such as passport, driver's license, national ID card, social security number, and birth certificate, used to verify an individual's identity within organizational systems.

Personal Details

Personal Details encompass key information such as Education, Previous Employment Details, and Dependent Information. This section provides a comprehensive overview of an individual's academic background, work history, and any dependents they may have, facilitating efficient management within organizational systems.

Education

This section includes details about an individual's academic qualifications, such as degrees earned, institutions attended, majors or fields of study, graduation dates, and any academic honors or distinctions. It provides insights into the individual's level of education and areas of expertise.

Previous Employment Details

Here, information about the individual's past work experiences is recorded, including the names of previous employers, job titles, dates of employment, responsibilities, achievements, and reasons for leaving. This section helps in understanding the individual's professional background, skills acquired, and career progression.

Dependent Information

This section contains details about any dependents that the individual may have, such as spouses, children, or other family members. It typically includes their names, dates of birth, relationship to the individual, and any relevant medical or financial information. This information is important for benefits administration, insurance coverage, and other family-related matters within the organization.

Verification Tab

Verification typically involves conducting background checks and drug tests to ensure the integrity and suitability of individuals for specific roles within an organization. These processes are commonly used during recruitment or promotion to verify the authenticity of information provided by candidates and to assess their fitness for the position.

Background checks

This process involves examining an individual's criminal record, employment history, education credentials, credit history, and other relevant background information. It helps employers verify the accuracy of the information provided by candidates and assess any potential risks associated with hiring them. Background checks are essential for maintaining a safe and secure work environment and mitigating legal and reputational risks for the organization.

Drug Test

Drug testing is conducted to detect the presence of illegal or controlled substances in an individual's system. It may involve analyzing urine, blood, saliva, or hair samples to screen for drugs such as marijuana, cocaine, opioids, amphetamines, and others. Drug testing is particularly common in industries where safety is paramount, such as transportation, healthcare, and manufacturing. It helps employers ensure that employees are not impaired by drugs while performing their duties, thereby minimizing the risk of accidents, injuries, or errors on the job.

Request

In a user form, a Request related list typically comprises items or requests made by the user within the system. These requests could vary depending on the purpose of the system but may include various types such as equipment requests, access requests, or any other requests relevant to the user's interaction with the organization.

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