Before getting started
When you adjust certain settings or data items within the Lucca solutions, you may accidentally create irregularities in relation to the typical or expected behavior, which may prevent the apps from working properly. These irregularities are rare but they need to be corrected promptly.
In order to make you aware of these irregularities, we're adding a “To do list” into Poplee Core HR.
Now, in each HR file, you can easily see whether there are any to-do list items with the help of notifications. These notifications contain an explanatory text and a button which redirects you to the data item where the action needs to be carried out. You can correct them entirely independently and avoid malfunctions in the Lucca apps or any external applications.
There are multiple ways to resolve each irregularity, but we only highlight one: the most suitable action.
To do list
Updating an employee's department
An employee's actual department may have been deleted from the department management module (Settings cog wheel icon > Departments).
In this case, we suggest that you update the employee's department by creating a new job assignment for them.
To do this, go into the HR file of the employee concerned, then into the “Career” section, then go to “Submit a change", and “Change of job”.
You'll need to select a new department when you create this job assignment.
This new job assignment will have to take effect as of the current date (or a past date) in order to be valid.
Updating an employee's qualification
An employee's actual qualification may have been deleted from the qualification management module (Settings cog wheel icon > Qualifications).
In this case, we suggest that you update the employee's qualification by assigning them a new qualification.
To do this, go into the HR file of the employee concerned, then into the “Career” section, then go to “Submit a change", and “Change of qualification”.
This new qualification will have to take effect as of the current date (or a past date) in order to be valid.
Updating an employee's occupation category
An employee's occupation category may not be attached to the establishment in which the employee works, or it may have been deleted from the occupation category management module (Settings cog wheel icon > Occupation categories).
In this case, we suggest that you update the employee's occupation category by creating a new contract for them.
To do this, go into the employee HR file of the employee concerned, then into the “Contracts” section, and then head to “Create a new contract”.
You'll need to select a new occupation category when creating the contract.
This new contract will have to take effect as of the current date (or a past date) in order to be valid.
Updating an employee's establishment
An employee's actual establishment may have been deleted from the establishment management module (Settings cog wheel icon > Establishments).
In this case, we suggest that you update the employee's establishment by creating a new contract for them.
To do this, go into the employee HR file of the employee concerned, then into the “Contracts” section, and then head to “Create a new contract”.
You'll need to select a new establishment when creating the contract.
This new contract will have to take effect as of the current date (or a past date) in order to be valid.
Updating an employee's payroll number
Many of your employees may then find themselves with the same payroll number, despite being in the same establishment.
In this case, we suggest that you update the payroll numbers of the employees concerned.
To do this, go into the HR file of the employee concerned, then into the “Application information” section and the “Login details and authentication” sub-section, before going to the data item “Payroll number”.
You'll need to enter a new payroll number, one which doesn't already exist in the employee's establishment.