Overview
Proof of Eligibility is a document which proves whether an employee is eligible to work in a chosen country of residence. These documents can be created in HR & Payroll so that when an employee is created, the user can select which document is applicable to that particular employee.
This article describes the process of creating and deleting Proofs of Eligibility and assigning Nationalities.
Creating Proof of Eligibility
Proof of Eligibility is a document which proves whether an employee is eligible to work in a chosen country of residence. These documents can be created in HR & Payroll so that when an employee is created, the user can select which document is applicable to that particular employee.
This article describes the process of creating and deleting Proofs of Eligibility and assigning Nationalities.
Creating Proof of Eligibility
- From the HR Module, select Administration and then Proof of Eligibility
Fig.1 – Proof of Eligibility in the Administration drop-down
- Select Create Proof Of Eligibility
Fig.2 – Create Proof of Eligibility
- Enter a Description
- Select Passport Mandatory? if applicable
- Select Work Permit? if applicable
- Select Student Visa if applicable
- Save
Fig.3 – Edit Proof of Eligibility
Deleting a Proof of Eligibility
- Select the required Proof of Eligibility and then Delete
This will remove the Proof of Eligibility assigned to employees, however, the status will stay in any ‘Customised Report’ until it is updated.
Assigning Nationalities to the Proof of Eligibility
Proof of Eligibility and Nationality are mandatory in the employee record when creating the employee.
Please Note: The Global Setting must be made mandatory for this to take effect.
- Select the newly created Eligibility from the list on the right-hand side of the page
- Select Add Nationality
Fig.4 – Add Nationality
A list of available Nationalities will appear.
- Select the appropriate Nationalities on the left and move them to Assigned using the arrows in the centre of the screen
- Save
Fig.5 – Assigning Nationalities
For more articles on the Administration drop-down menu, please see - WFM - Getting Started WFM Administration
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