WFM - Setting up Employment Source Types – Customer Care

Overview

Employment Source Types can be set up to indicate where the employee was recruited from / how the employee heard about the role.

Setting up Employment Source Types

Select HR from the module drop-down

Fig.1 - HR Module

Select Source Types from the Administration drop-down menu

Fig.2 - Administration Menu

The system does not default to having any Source options, therefore all of these will need to be created.

To do so, select Create Source

Fig.3 - Create Source

Enter a Description

This will be available to select in the Source drop-down in the Employee's Personal Details.

Fig.4 - Enter Description & Save

It is recommended to have an option set up as 'Other'. This is because if records are imported or the information has not been recorded for employees which have been with the company for a long time, then the information will still be accurate.

Once a Source Type has been recorded under an employee file, that option will no longer be able to be deleted off the system
Create more options if the company starts to advertise jobs in new places

Fig.5 - Source Type list

To record the Source Type within an employee's account, a Global Setting must be switched on.

Select Global Settings from the Administration drop-down

Fig.6 - Administration Menu

Select Edit Default Employee Settings

Fig.7 - Edit Default Employee Settings

Tick the Show Source? box

Fig.8 -Show Source option

Select Save

Fig.9 - Save

Within an employee's Personal Details (select required Employee > Employee Info > Personal Details), there is a Source drop-down menu where a Source can be selected from the options set up earlier

Fig.10 - Select Source Type

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WFM - Setting up Employment Source Types

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