Employees ·

What is in the “Employees” section?

This section provides the employees’ records of the organisation.

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Items	Descriptions
	To add an employee’s profile
	To edit an employee’s profile
	To switch an employee’s profile active or inactive
	To export the listing in Excel
	To save the layout, reset layout, clear filters or refresh the page.

How do I add a new employee’s profile?

1. Click on Add. analyties

2. A new employee form appears.

3. Under Personal Details section:

a. Enter Name.

b. Select ID Type.

c. Enter ID Number.

d. Select Nationality.

e. Select Race.

f. Enter Date of Birth.

g. Enter Passport Number and expiry (if applicable).

h. Select Gender.

i. Select Marital Status.

j. Enter User Name.

k. Enter Communication (such as email, mobile and phone numbers)

l. Enter Address.

m. Enter Work Pass Details (if applicable).

n. Enter Payroll Bank Account details.

o. Click Next

4. Under Employment section:

a. Select Type of Employment.

b. Select Start Date.

c. Enter Probation Period.

d. Confirmation Remarks, if any.

5. Under Designation:

a. Select Entity Name.

b. Select Department.

c. Select Designation.

d. Select Level.

e. Select Reporting To.

f. Select Effective From.

g. Select Currency.

h. Enter Monthly Basic Pay.

i. Enter Charge out rate.

6. Click Save.

How do I update the notice period in the employee’s profile?

1. Tick the box next to Name.

2. Click on Edit analyties .

3. Go to Employment Tab

4. Tick the box next to ‘Notice Period Details’.

5. Click on Payroll section.

6. Check the Notice Period Details.

7. Skip the Employment End Date (enter this date when you switch the employee to Inactive, after the employee left the organisation.)

8. Enter Notice Period.

9. Enter Notice Period Start Date.

10. Enter Notice Period Remarks

11. Select Reason for Leaving.

12. Attach document, if any.

13. Click Save

How do I switch an employee’s profile from active to inactive (from the grid)?

1. Check the box next to Name.

2. Click on Active/Inactive. analyties
3. Enter Employment End Date.

4. Click Ok to save.

How do I switch an inactive employee’s profile to active (from the grid)?

1. Check the box next to Name.

2. Click on Active/Inactive. analyties

3. Click Ok to save.

How do I activate an inactive employee’s profile when the employee re-joins the organisation?

1. Click the employee Name.

2. Click Employment Tab.

3. Click on Activate analyties

4. Enter Re-join Date.

5. Click Save.

How do I add or edit Payroll information in the employee’s profile?

1. Click the box next to Name.

2. Click on Edit analyties .

3. Click Payroll Tab.

4. Under Payroll settings, enter the amended such as –

a. Work Profile

b. Agency Fund

c. Agency Opt-out Date (where applicable).

d. Pay Mode

e. CPF and SDL Exemption

f. Payroll Exclusion

5. Under Pay Components:

a. To add a Pay component:

Click on Add .
Select Component Name.
Enter Effective From Date.
Enter Amount (where applicable).
Click Save.

b. To edit a Pay component:

Thick the box next to Pay Component.
Click on Edit .
Enter the amended details.
Click Save.

c. To disable a Pay component:

Tick the box next to Pay Component.
Click Disable .
Click Ok.

6. Under Payslips section, to change password:

a. Click on Change Payslip Password

b. Enter the new password and confirm. 

c. Click Save.

How do I add or edit Qualification information in the employee’s profile?

1. Tick the box next to Name.

2. Click on Edit analyties .

3. Click on Qualification Tab.

4. To add a Qualification:

a. Select Type

b. Enter Qualification.

c. Enter Institution.

d. Enter Start Date.

e. Enter End Date.

f. Upload Attachments.

g. To add another qualification, click on Add analyties .

h. Click Save.

5. To delete a Qualification:

a. Tick the box next to Type

b. Click on Delete analyties .

c. Click Save.

How do I add or edit Family information in the employee’s profile?

1. Tick the box next to Name.

2. Click on Edit analyties .

3. Click on Family Tab.

4. To add Family details :

a. Click on Add analyties .

b. Enter Name.

c. Select Relation.

d. Select Nationality.

e. Enter ID No.

f. Enter Date of Birth.

g. Enter Contact No.

h. Enter Name of Employer / School.

i. Check if this is the Emergency Contact.

j. To add another Family details, click on Add analyties .

k. Click Save.

5. To delete Family :

a. Tick the box next to Type

b. Click Delete analyties .

c. Click Save.

How do I add or edit Entitlements in the employee’s profile?

1. Tick the box next to Name.

2. Click on Edit analyties .

3. Click on Entitlement Tab.

4. Under Leaves Section:

a. To add Leave entitlement:

Select Leave Recommender or tick the box next to ‘Not Required’.
Select Leave Approver or tick the box next to ‘Not Required’.
Select Year.
Click Add .
Select Leave Type.
Enter Leave Entitlement for full calendar year.
If Adjustment is required, click on Edit under Adjustment and enter the adjustment in a separate window.
Add Allow Carry Forward (in days or update settings in Admin Cursor) if carried forward is allowed.
Click Save.

b. To delete Leave entitlement :

Tick the box next to Leave Type.
Click Delete .
Click Save.

c. To disable/enable Leave entitlement:

Tick the box next to Leave Type.
Click on Active/Inactive
Click Save.

5. Under Claims section:

a. Select Claims Verifier or tick the box next to ‘Not Required’.

b. Select Case Claim Verifier or tick the box next to ‘Not Required’.

c. Select Claims Reviewer or tick the box next to ‘Not Required’.

d. Select Claims Approver or tick the box next to ‘Not Required.’

e. Click Save.

f. To add Claims entitlement:

Select Year.
Click on Add
Select Category.
Enter Category limit.
Click to add Item Details

1. Select Item.

2. Enter Transaction Limit.

3. Enter Annual Limit.

4. Click Save.

g. To edit Claims entitlement :

Tick the box next to Category.
Click Edit .
Enter the amended details.
Click Save.

h. To disable/enable Claims entitlement :

Tick the box next to Category.
Click Active/Inactive .
Click Ok.

6. Under Benefits section:

a. Select Year.

b. To add Benefits entitlement:

Click on Add
Select Category.
Enter Category Limit.
Click Add Item Details.

1. Select Item.

2. Enter Transaction Limit.

3. Enter Annual Limit.

4.Click Save.

c. To edit Benefits entitlement :

Tick the box next to Category.
Click Edit .
Enter the amended details.
Click Save.

d. To disable/enable Benefits entitlement :

Tick the box next to Category.
Click Active/Inactive .
Click Ok.

How do I add Assets in the employee’s profile?

1. Click on Add. analyties

2. A new asset form appears.

3. Select Category.

4. Select Item Name.

5. Select Item Number.

6. Enter Loan Date.

7. Enter Return Date (if returned already)

8. Upload Attachments.

9. Enter Remarks if any.

10. Click Save

How do I edit Assets in the employee’s profile?

1. Check the box next to Category.

2. Click on Edit analyties .

3. Enter amended details.

4. Click Save.

How do I delete Assets in the employee’s profile?

1. Tick the box next to Category.

2. Click on Delete analyties .

3. Click Ok to confirm.

How do I add a new folder in the documents section in the employee’s profile?

1. Click on Add analyties .

2. Select to add New Folder.

3. Enter New Folder name.

4. Click Save.

How do I add files to a folder in the documents section in the employee’s profile?

1. Click on selected File Folder.

2. Choose a file to upload and click open.

3. Click Save.

How do I delete non-system files in the documents section in the employee’s profile?

1. Click on selected File Folder.

2. Click Delete.

3. Click Ok to confirm.

What is in the “Employee Trainings” section?

This section provides a summary of training records.

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Items	Descriptions
	To export the training listing in Excel
	To save the layout, reset layout, clear filters or refresh the page
Invited	Invited to attend training
Registered	Registered for training
Withdrawn	Withdrawn from training
Absent	Absent from training
Incomplete	Incomplete attendance for training
Confirm	Training confirmed
Completed	Training completed
Cancel	Training cancelled

How do I download my CPE certificates?

1. In the attachment column, click on. analyties

2. Select the location to save the file.

3. Click Save.

How do I export Employee Trainings in Excel?

1. Click on Excel. analyties

2. Choose the location.

3. Click Save.

How do I edit Assets in the employee’s profile?

1. Check the box next to Name.

2. Click on Edit. analyties

3. Edit the required field.

4. Click :

a. Save – To save.

b. Save & Close – To save and return to the main grid.

How do I switch Assets in the employee’s profile from active to inactive (vice versa)?

1. Check the box next to Name.

2. Click Active/Inactive.

3. Click Ok.

How do I add a new folder in the documents section in the employee’s profile?

1. Click on Add. analyties

2. Select to add New Folder :

a. Add New Folder name.

3. Click Save.

How do I add files to a folder in the documents section in the employee’s profile?

1. Click on selected File Folder.

2. Choose a file to upload and click open.

3. Click Save.

How do I delete non-system files in the documents section in the employee’s profile?

1. Click on selected File Folder.

2. Click Delete.

3. Click Ok.

How to exempt employee from CPF contribution?

1. Select employee to exempt.

2. Go to Payroll > Payroll Settings.

3. Tick the check box CPF Exempted to implement employee exemption from CPF.

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3. Once done, click Save.

Employee Inactivation from HR Cursor

1. Inactivating an Employee can be done via HR Cursor > Employee Management > Employees.

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2. From the ‘Employees’ list, select the Employee and then click the Active/Inactive Icon.

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3. The system will ask for a confirmation. Select the Employment End Date (EED).

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4. Once the employee is inactivated, the Available licenses will increase.

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Important Notes:

4.1. The basis for license billing is Total Active Employees + Available Licenses. You may unsubscribe the available (unused) licenses by sending a request to support@smartcursors.com. Indicate the Cursor and the number of licenses to unsubscribe.

4.2. Employee Inactivation removes only the employee access from HR Cursor. To terminate other cursor access (e.g. Client, Workflow) the user must be ‘Inactivated’ from Admin Cursor.