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Finance | Project Operations, Human Resources, ...
Answered

Create Employee and Contractor Subtypes

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Hi,

Is it possible to create subtypes of employees and contractors? I mean, I need to have Professional Trainee, for example.

The best option is that Professional Trainee would be a subtype of worker, is that possible? If not, is there a way to make Professional Trainee a subtype of employee (ONLY)?

Thanks in advance.

Best regards,

Ana Alves.

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Ana,

    This is something you might want to store within Employment Categories. This is the setup:

    pastedimage1595341128574v1.png

    And then it can be assigned as part of the employment of the person:

    pastedimage1595341267483v2.png

    The maintypes (Employee & Contractor) will remain, but this can be used as extra layer.

    This functionality is part of the new Benefit Management features.

    will this help you?

  • Community Member Profile Picture
    on at

    Hi Erik,

    Where can I find that form?

    Thanks.

    Best regards,

    Ana Alves.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ana,

    You need to turn on this feature (within system administration.Feature management):

    pastedimage1595342825599v1.png

    Then you can find it here:

    pastedimage1595342858811v2.png

  • Community Member Profile Picture
    on at

    Hi Erik,

    I'm sorry, I was referring to the other form, this one:

    pastedimage1595343446534v1.png

    I can't see where can I edit the Employment Category of a worker after creating a worker.

    Thanks.

    Best regards,

    Ana Alves.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ana,

    Thats actually the employment details (within the employment) of the worker.

    I'm currently not in the office, I'd wanted I can share some screenshots end of the day.

  • Community Member Profile Picture
    on at

    Hi Erik,

    I can't see that field:

    pastedimage1595412354125v1.png

    I'm using the trial version, is that why I don't see the field?

    Thanks.

    Best regards,

    Ana Alves.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ana,

    I'm not sure if this is due to the fact you have a trial version..

    But if you navigate to System Administration > Feature Management..

    pastedimage1595414452440v1.png

    (if this is available) you can turn these on.. and you should be able to use those fields.

  • Community Member Profile Picture
    on at

    Hi Erik,

    That feature is enabled:

    pastedimage1595414711319v1.png

    I can't see what the problem is.

    Thanks.

    Best regards,

    Ana Alves.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ana,

    Do you have the setup option?

    pastedimage1595414918200v1.png

  • Community Member Profile Picture
    on at

    Hi Erik,

    Yes, I do:

    pastedimage1595415015826v1.png

    Thanks.

    Best regards,

    Ana Alves

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