Table of Contents:
First of all, how do you access these extra settings? On the right side of the HRM table, you will see three dots in each row. Click on them and choose 'Edit'. This will open the employee's account, and on the left side, you will see a menu that is also shown in the screenshot below.
Below the screenshot, we will explain the different headings so that you can make optimal use of them.
Under the 'General' heading, you can adjust the user's general settings, such as the name, role, and TimeChimp language for this employee. The only thing you cannot change is your employee's email address, as they can only do that themselves.
Add labels to the employee to easily segment in 'Reports' or enter data such as an employee number or badge number.
You can also set whether this employee is a self-employed person, freelancer or contractor. If you enable this option, you will have the option to create invoices on behalf this person, which can be paid by the customer.
Under the contract settings, you will find two subheadings, 'Contract' and 'Schedule.'
Here you fill in the employee's contract. Based on the number of hours and the purchase/sales rates in the contract, TimeChimp will automatically calculate overtime, costs, and revenue.
Choose the contract type, start date, and optionally an end date. Enter the number of hours per week or per day and a sales and/or purchase hourly rate. Press 'Save' to add the contract to the employee.
If you use a personnel schedule or project plan, you can set here whether the employee has a different schedule regarding the number of hours that the employee is available per day.
For an even better overview and insight into the hours your employees work, it is important that they also register their leave and absenteeism in TimeChimp.
When you start working with TimeChimp, add the current leave or absenteeism balance of the employee here. If employees register leave or absenteeism, it will be automatically deducted from their balance, and employees will also have insight into this themselves.
Under the different headings (Leave, Absence, and Overtime) edit the balance if this type for the employee. For example, you can, among other things, process compensations, payments for overtime, or add more holiday hours.
TIP: Use different types of absence by creating them in the general settings, for example, for parental leave or study hours. Click here to read more about different types of absence.
Under the 'other' heading, you will find the other settings that you can apply (duh).
Indicate whether the employee should receive automatic emails when he/she has not offered any or not all hours last week or when the number of registered hours does not meet the total number of contract hours set under 'contract.'
From this heading, you can easily add or remove the employee from projects. Add an employee to all projects by clicking 'add employee to all projects' or select the applicable projects from the list. Remove an employee from a project by clicking on the cross next to the name of the project.
Add attachments to the employee, such as important documents.
Is this employee a self-employed professional or freelancer, and have you set this up in the general settings? Here you can fill in the invoice details of the self-employed professional, such as the invoice address, IBAN, and Chamber of Commerce (Kvk) number.
That's it! Those are all the settings you can adjust at the employee level and use to optimize TimeChimp even more.