You can use the Organizational chartform to create a staff list that includes departments, positions, and employee categories. In the list, you can include information about the total number of employees in each department, salaries for each position, salary raises, pay scales, and monthly funds for employee wages.

The staff list must be approved by a resolution from the director of your organization or an authorized user. Any subsequent changes to the staff list must be approved by the director or the authorized user.

  1. Click Staff accounting> Staff administration> Structure> Organizational chartto open the Organizational chartform.

    Note Note

    The list of departments is displayed in a tree structure in the left pane. The employee positions within the selected department are displayed in the right pane.


  2. Select a department in the tree structure.

  3. In the Current datefield, select the date to view the employee positions that were active in the selected department.

    Note Note

    If you do not select a date, all positions for the selected department are displayed.


  4. Press CTRL+N to create a new staff list for the selected department.

    Note Note

    The department code is automatically displayed in the Organizationfield.


  5. In the Positionfield, select an employee position for the selected department.

  6. In the Categoryfield, select the qualification category for the selected position.

  7. On the Payrolltab, in the 1st raise, 2nd raise, and 3rd raisefields, view or modify the rate codes for salary raises for the selected position.

    Note Note

    The default rate codes for salary raises are set up in the Staff administration parametersform.


  8. In the Salaryfield, view or modify the salary rate code for the selected position.

    Note Note

    The default salary rate code is set up in the Staff administration parametersform.


  9. On the Descriptiontab, in the Notefield, enter a description of the specified position.

  10. Press CTRL+S or close the form.

  11. Click Staff accounting> Staff administration> Resolution journals> Changing staff listto open the Changing staff listform.

  12. Press CTRL+N to create a new line.

    Note Note

    The journal number is automatically displayed in the Journalfield. The journal number is assigned according to the number series specified for resolution journal numbers in the Journal namesform.


  13. In the Namefield, select the journal name.

    Note Note

    The resolution number is automatically displayed in the Resolution numberfield, when you select a particular journal name.


  14. In the Resolution datefield, select the date of issue of the resolution.

  15. Click Linesto open the Changing staff list resolution linesform.

  16. In the Department codefield, select the department code.

    Note Note

    The corresponding details will automatically be displayed in the Positionand Categoryfields for the selected department.


  17. In the Start datefield, view or modify the approval date of the position.

  18. In the Quantityfield, enter the number of employees for the position.

    Note Note

    To remove a position from the staff list, select a department in the Department codefield. In the Start datefield, select the date of removal of the position. Enter the number of employees in the Quantityfield as 0. You cannot enter any information into the remaining fields in the resolution line.


  19. In the Minimum salaryfield, enter the minimum salary for the position.

  20. In the Maximum salaryfield, enter the maximum salary for the position.

  21. On the Generaltab, in the Codefield, select the pay scale name.

  22. In the Minimum gradeand Maximum gradefields, select the minimum and maximum wage grade codes for the selected pay scale.

    Note Note

    The values in the Minimum salaryand Maximum salaryfields are automatically changed according to the selected wage grades.


  23. In the 1st raise, 2nd raise, and 3rd raisefields, select the value of raises to salary for the selected position.

  24. Click Validateto validate the resolution lines for errors in the Check journalform, and then click OK.

  25. Click Closeto post the journal in the Post journalform, and then click OK.

    Note Note

    The Postedcheck box is automatically selected in the Changing staff listform to show that the changes to the staff list are approved. A corresponding record is automatically generated in the History of changes of the established positionform for each staff list position, based on the approved staff list change resolution.


  26. Click Print> Changing staff listto generate a report about the changes made to the staff list.

    Note Note

    To cancel the changes, click Restore, and then click OK. The Postedcheck box is automatically cleared to show that the changes were canceled, and the record of the staff list changes is deleted in the History of changes of the established positionform.


  27. Press CTRL+S or close the form.

    Note Note

    You can view the changes that were made in the staff list in the History of changes of the established positionform. The history consists of the total number of employees, their salary rates, pay scales, grades, and salary raises.


  28. Click Staff accounting> Staff administration> Reports> Form T-3to open the Unified form T-3form.

  29. In the Current datefield, view or modify the date on which the staff list will be active.

  30. In the Journalfield, view or modify the journal number.

    Note Note

    If you select a resolution journal related to the staff list changes in the Journalfield, the Formation dateand Document numberfields are printed in the report.


  31. Click OKto generate a staff list report.

See Also