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Manage dynamic Individuals values

  • The dynamic tables for Individuals in GSI2 allow you to configure all reference values used in personnel management. These values define classifications, statuses, documents, and contractual parameters essential for complete employee registry and administrative management.

    Accessing Individuals Dynamic Tables

    1. Navigate to main menu
      From the side menu, access "General Tables" or "Setup & Tables".
    2. Locate "Individuals S&T" section
      You'll find a dedicated submenu with all tables for employee management.
    3. Select specific table
      Click on the table you wish to configure.

    Important note: All Individuals tables have identical structure, so management procedures are the same for each table.

    1. Individual Statuses

    Purpose

    Defines possible statuses for employee records in the system, determining their work situation and system access.

    Common Statuses

    • Active: Employee in service
    • On leave: Temporarily absent
    • Terminated: Employment ended
    • Retired: In retirement
    • Candidate: Under selection
    • Suspended: Access temporarily blocked

    Status Management

    1. Add new status
      • Click "+" button
      • Enter status name
      • Save configuration
    2. Status Impact
      Status affects:
      • System access
      • Report visibility
      • Attendance calculation
      • Benefit eligibility

    2. Employee Types

    Purpose

    Classifies employees by organizational role and function, determining access, workflows, and billing rates.

    Standard Types

    • Board Member: Board member
    • Client Employee: Client employee (tax assistance)
    • HR Administration Staff: HR administration personnel
    • Sales Staff: Sales personnel
    • Tax & Accountancy Staff: Tax and accounting personnel
    • Full Stack Developer: Developer
    • Candidate Staff: Candidate under evaluation
    • Client Legal Representative: Client legal representative

    Type Configuration

    1. Create new type
      • Click "+"
      • Enter type name
      • Save configuration
    2. Type Usage
      • Default permission determination
      • Approval workflows
      • Standard hourly rates
      • Access to specific modules

    3. Gender

    Purpose

    Manages gender options for employee registry, important for regulatory compliance and statistical reports.

    Configuration

    1. Add gender option
      • Click "+"
      • Enter designation
      • Save
    2. Common Options
      • Male
      • Female
      • Not specified
      • Other

    4. Job Titles

    Purpose

    Defines professional titles and qualifications usable in the system to identify roles and responsibilities.

    Title Examples

    • CEO - Chief Executive Officer
    • CFO - Chief Financial Officer
    • HR Manager
    • Project Manager
    • Senior Developer
    • Administrative Assistant

    Title Management

    1. Add new title
      • Click "+"
      • Enter professional title
      • Save
    2. Best Practices
      • Use industry standard nomenclature
      • Maintain consistency across languages
      • Avoid duplications

    5. NCLA Levels

    Purpose

    Manages contractual levels according to National Collective Labor Agreement or company competency frameworks.

    Level Configuration

    1. Add level
      • Click "+"
      • Enter level code (e.g., "1st", "2nd", "3rd")
      • Add description (e.g., "Manager", "Employee")
      • Save
    2. Usage
      NCLA levels determine:
      • Base salary
      • Associated benefits
      • Career progressions
      • Contractual rights

    6. NCLA Qualifications

    Purpose

    Defines professional qualifications and certifications recognized within the collective agreement or company system.

    Qualification Management

    1. Create new qualification
      • Click "+"
      • Enter qualification name
      • Specify if "Not applicable" for certain roles
      • Save
    2. Examples
      • Professional certification
      • Specific authorization
      • Technical qualification
      • Not applicable