模块
高分辨率质谱法
人事、工时、休假、福利、培训和工资——工资直接记入总账。
10 团体 · 27 部分 · 179 屏幕
劳动力
The people, the jobs they hold, and how they are performing.
记录雇员为员工建立工作关系，包括工作权利、合规性、人才档案、目标、绩效评估和离职流程。重新聘用意味着建立新的关系，而且是同一个人，这正是确保服务连续性的关键所在。打开看法可能存在重复员工所有姓名与另一条记录匹配，且同时具备相同电子邮件地址、国民身份识别信息（例如居留证号码）、相同职位和入职日期，或同一人记录的员工，都会被添加到列表中。打开两条记录进行比较。如果是不同的员工：选择“非重复项”并说明原因（或者在选择“仍然创建”并保存时说明原因），则该员工将从列表中移除。打开工作区组织结构图汇报关系图。拖动一个人到另一个人身上即可更改其主管。打开记录职位组织架构图中的每个席位都代表一个职位，隶属于某个部门和地点，并有相应的预算人数和薪酬等级。员工通过招聘进入各个职位。打开记录人事变动晋升、调动和薪资变更，每一项都由提出申请的人以外的其他人批准，并在生效当天应用到员工身上——并保留变更历史记录。打开
记录绩效周期时间段、评分等级以及评分是否需要符合某种分布。打开记录绩效考核性能和潜力是不同的维度，将它们混为一谈会导致以后无法构建九宫格。打开记录目标如何评判一个目标必须在赛季开始前达成一致，而不是在赛季结束后争论，这正是衡量标准和目标的意义所在。打开记录Goal Check-insWhere each goal stood at each check-in, the owner’s update and the manager’s answer.打开看法Check-in StatusEach goal’s check-in clock: the cycle’s cadence, the last check-in, when the next is due, and which are overdue.打开记录Development PlansWhat a person will do to grow: actions with due dates, linked to courses and skills. Activating a plan enrols its courses.打开记录Development ActionsThe steps of each plan: a course (enrolled, and closed when completed), a skill to a level, mentoring, a stretch assignment.打开记录Review WorkflowsThe steps a performance review passes through, per review type or chosen on a cycle: self review, manager review, calibration, approval, acknowledgement.打开记录Review Workflow StepsEach step, in order: what it is, who acts (the employee, their manager, the manager’s manager, or a role) and how many days it has.打开看法Review HistoryEvery move of every review: who started, submitted, approved, sent back or acknowledged it, and what they said.打开记录人才简介九宫格的两个轴是：逃跑风险、流动性以及个人自身的想法——这与为他们制定的计划并不一致。打开记录继任计划计划是针对职位制定的，而不是针对个人制定的——为个人制定继任计划，会导致他们在晋升时没有继任计划。打开记录接班人候选人候选人是否知情很重要：他们被告知的计划和他们不知道的计划是不同的工具。打开
Learning & Development
Required training and who has done it, certifications and licenses, skills, and the learning platform.
Learning
12Courses, who must take them and by when, sessions, paths, evaluations, and who is compliant.
记录培训课程打开记录课程报名谁在哪条赛道上，他们走到哪一步了，以及他们得了多少分。打开记录Training Assignment RulesWho must take a course or a learning path -- by job, position, department, location or as new hires -- by when, and how often again. Run daily, or now.打开记录Training SessionsInstructor-led dates: where (or the link), who teaches, how many places, who registered and who attended.打开记录Session AttendanceWho registered for each session, who was wait-listed and who attended.打开记录Learning PathsCourses in order. A sequential path enrols the next course when the one before it is completed.打开记录Learning Path CoursesThe courses of each path and their order.打开记录Learning Path AssignmentsWho is on which path and how far along -- completion %.打开记录Course EvaluationsWhat people thought of a course after completing it: ratings from 1 to 5 and comments.打开看法Completion HistoryEvery completion ever recorded -- a recurring course keeps each round -- with whether it was on time and until when it counts.打开看法Compliance TrainingEvery assigned course and whether each person is compliant today -- completed, and the completion still valid -- with what is overdue. Filter to compliance courses for the mandatory-training report.打开看法Programme EffectivenessPer course: how many finish, how well they score, and what they thought of it.打开
Certifications & Skills
6What people hold and when it lapses, what they can do, and what their jobs need.
记录Certifications & LicensesWhat each person holds and when it expires. Alerts go at 90, 60 and 30 days and on expiry, and a renewal task is raised.打开记录技能The skill catalogue: what can be held, grouped by category, on a scale of 1 to its top level.打开记录Skills InventoryWho has which skill at what level, where the level came from -- self, manager, course or certification -- and whether it is verified.打开记录Job Skill RequirementsWhat a job (or one position) needs, and at what level. The gaps are measured against these.打开记录Skills a Course TeachesCompleting the course raises the skill to this level, verified, as from the course.打开看法Skill GapsEach person against what their job requires: the level held, the level needed, and the gap.打开
LMS Integration
3An external learning platform -- Aspire or any other -- connected by file or HTTP.
记录LMS ConnectorsAn external learning platform -- Aspire, or any other -- exchanging courses, enrolments and completions by file (CSV, Excel, text) or over HTTP, with the field mapping and the schedule.打开看法LMS Sync RunsEvery exchange with a learning platform: what was read, created, updated and refused.打开记录LMS Error LogRows a platform sent that could not be taken, and why. Put the mapping or the master data right, then reprocess.打开
招聘
职位申请表、申请人名单、所有申请者名单，以及第一天上班需要准备的物品清单。
工作区Recruiting DashboardThe funnel by stage and its conversion, time to fill and time to hire, which sources produce hires, offer acceptance, and whether every hire went through the required steps.打开工作区Onboarding DashboardHow many accepted offers turned into people who started, every joiner's checklist and how far it has got, and the tasks overdue by who owns them.打开工作区Offboarding DashboardWho is leaving and who has left, and the offboarding tasks each department owes -- access, equipment, final pay -- with the overdue ones first.打开工作区EEO Applicant FlowSelection rates by race and ethnicity, sex, veteran and disability status from applicants' voluntary self-identification, with the four-fifths comparison. Counts only; small groups are suppressed.打开记录招聘需求职位申请：包括职位名称、级别、地点、年薪以及招聘理由。提交审批后，即可获得相应的批准；只有获得批准的职位空缺才能发布招聘广告。打开看法招聘审批每个空缺职位都按签名收集顺序等待签名。当前等待的级别是其之前所有级别都已签名的级别——低于该级别的职位不能优先决定。打开记录招聘信息职位空缺的发布渠道和持续时间。一个职位空缺可以同时在多个渠道发布——员工门户网站和报纸都属于针对同一职位发布的两个职位。将已发布的招聘广告附在职位申请中，并将其与任命记录一起保存。打开记录候选人所有曾与本公司有过职位接触的人，无论是主动申请还是被公司发现，都会被记录在案。已在本公司任职的员工会被标记为“内部员工”，这使得内部调动一目了然。打开看法应用程序此页面显示收到的每一份职位申请及其所处的阶段。它会解答“有多少人申请、有多少人入围、有多少人参加面试以及最终录用了谁”的问题——所有数据均来自记录，而非某人维护的电子表格。打开记录访谈谁在场，谁在场，何时开会，以及会议结果如何。一轮没有反馈的会议是无法采取任何行动的，这就是为什么会议结果会被束之高阁。打开看法面试小组每个面试小组的每个席位：谁坐，担任什么职务，他们提出了什么建议，以及他们给出的分数（满分 100 分）。小组成员在自己的席位上标记分数。打开看法候选人排名所有申请该职位的人员，均按面试小组的顺序排列。得分相同的候选人排名相同。允许选择排名低于仍在候选名单中的候选人的人员——但理由需记录在案。打开记录优惠向候选人发出录用通知，并显示每个录用通知在审批和回复流程中的进展情况。打开看法加入与离开每份清单都在实际运行：清单上列明了物品的归属、已完成的工作以及逾期未完成的项目。新员工的门禁卡、办公桌等都列在其中，离职员工仍需归还的物品也同样如此。打开记录入职清单员工上岗前需要完成哪些事项，离职时又需要完成哪些事项？需要填写签到表、打印员工证、分配办公桌、归还办公用品——所有这些都以模板形式保存，以免有人需要自行记忆。打开记录管道阶段申请流程的各个阶段，以及哪些阶段代表入围、面试、发出录用通知和最终被录用。之所以能够统计整个流程，是因为这些数据是记录，而不是一列文字。打开记录招聘审批规则哪些职位空缺需要签字确认，以及由谁签字。相关人员名单列于规则的审批级别中，该界面与采购订单使用的界面相同——一次授权，一次填写。打开记录面试评分卡评审小组对候选人的评分标准是什么，每个标准的权重是多少，以及评审小组的意见如何转化为推荐意见——这些都在面试之前就已确定。一种推荐意见用于空缺职位，一种用于其他工作，或者作为公司的默认推荐意见。打开记录Candidate MessagesWhat a candidate is told when their application arrives, reaches a stage, is invited to interview, is not taken further or is made an offer. Switch a message on to send it by itself.打开看法Messages to CandidatesEvery message written to a candidate -- by itself or by hand, sent, held, opted out or failed -- and why.打开记录Offer Letter TemplatesThe letter an offer is sent with. Send writes it from the default template, files it as a PDF on the offer and sends it for the candidate's electronic signature.打开记录Task DepartmentsWhich department does the onboarding and offboarding tasks of each owner role, and who answers for them. The offboarding dashboard counts each department's tasks, overdue ones first.打开记录Recruiting SettingsWhether offers go out for electronic signature and who countersigns them, how long an applicant's self-identification link works, and the smallest group the EEO report will show.打开记录Careers SiteThe company's public careers site: its live postings on the careers-site channel, each with an apply form that works without signing in. Closed until you open it; at an unguessable address until you choose a public one. Internal postings are never shown there (employees see them under Internal Jobs).打开报告Calendar InvitationsInvitations sent from interviews, performance reviews and check-ins: who was invited to what, when, and how often it was sent. Sending again after a change updates the same calendar entry; cancelling removes it from every calendar.打开
时间和休假
计划了什么，做了什么，拿了什么。
记录工时表录入工时后，根据该员工的工时规定进行评估，经理批准的工时即为最终支付的工时。打开记录时间记录打开报告Who’s InWho is clocked in, on a break or out right now, with the status they last gave and where.打开看法Clock PunchesEvery clock-in, clock-out, break and status, with the server’s time, where it came from and, where asked for, the position. Never edited: a wrong one is put right by a punch correction.打开看法Punch CorrectionsA missed or wrong punch put right, with the reason, decided by somebody other than whoever asked and never by the employee themselves. Those an employee asks for wait in their manager’s Team Approvals too.打开报告Punch ExceptionsThe last two weeks’ missed punches: a clock-in never clocked out, a break never ended, and -- for people whose policy requires punches -- a scheduled day with no punch and no leave.打开记录工作安排某种模式适合某个人。一个周期不一定是七天：工作四天，休息四天，也是八天。打开记录日程安排打开记录轮班如果一个班次在开始前结束，那么它的运行时间就会超过午夜，这意味着它的工作时间跨越了两个日期。打开记录名册打开记录加班规则加班是结果，而非开始。加班适用员工工资发放所在国的法律，并且以地区性法规为准：地区性法规优先于国家法规。打开记录Time PoliciesHow time is captured and counted for a pay group, the people an overtime rule governs, or the whole company: clock punches required or hours typed allowed, whether the browser’s position is asked for, rounding, and a premium for working a holiday.打开记录时间例外每日检查发现：一个班次没有工时记录、有人旷工、有人迟到、一天工作时间过长、有人加班未经批准、有人提交了工时表。请在记录工时的地方更正工时；并在此处标记已完成的工作。打开
员工差旅
要求离开，并要求报销费用。
工资单
从总额到净额，计算结果与申报结果完全一致。
看法Payroll ReadinessEach pay group’s period now due, how far its cycle has got, and what is still open before it can be run.打开看法工资单运行打开记录工资登记册每次运营的每张工资单，以及雇主为此支付的成本。打开报告工资单详解每张工资单上的每一行都附有解释说明的句子——这是每个工资结算员都会遇到的对话。打开记录今年迄今为止每条税收规则的实际内容是：工资基数、门槛和限额都是年初至今的问题。打开记录按司法管辖区划分的年初至今数据每个州、州级项目和地方政府各自独立计算，具体信息请参考 W-2 表格第 14 至 20 栏。这些信息由工资系统汇总；请更正工资单，以下信息将一并列出。打开记录追溯支付已支付期间所欠款项，由追溯至之前的变更单产生。打开看法Direct DepositsWho is paid where, masked to the last four, and the pay periods each account is in force. A change is asked for, approved by somebody else, and paid from the next pay period.打开看法Pay FilesEach payroll run’s net-pay file for the bank, every version kept with its checksum and control totals. Made from Payroll Runs > Create pay file.打开工作区Pay File SettingsThe account net pay leaves from, the ACH identity the bank gave the company, balanced files and prenotes.打开
记录赚取代码货币的名称、每种货币的计算方法，以及它是否算作工资。打开记录扣款代码首先会减免哪些税项，减免顺序如何，以及减免哪些税项。打开记录薪酬等级谁一起领工资，领工资的频率，以及使用哪个引擎来计算工资。打开记录薪资日历工资组的支付周期，以及每个周期的支付时间。打开记录预扣税（W-4）每位员工都已告知雇主需要扣缴多少税款。如果员工没有相关记录，则无法计算扣缴金额。打开记录地方税务分配每位员工作为居民或工作单位，其纳税义务所在城市、县、学区和公共服务区 (PSD) 均需缴纳税款。员工记录中的工作地点和居住地也算作工作地点；以上内容适用于其他情况。打开记录经常性收益每个周期重复支付，无需重新输入。打开记录员工扣款从某人的工资中扣除的款项，包括工资扣押和贷款。打开记录工资税账户工资结算时，每种税款应记入哪个负债账户。2110 账户中剩余的税款将保留在原来的账户中。打开
工作区法定表格公司所在国家的法定工资单表格，以及每份表格的编制地点。打开工作区税务和薪资引擎负责计算税款或处理全部工资的外部服务商。真实通话，真实凭证，静态加密。打开记录税收常数一年内生效的费率和工资基数。由于每年都会变化，因此作为数据保存——请对照最新的15-T号出版物进行核对。打开记录预扣税表百分比法括号。“多份工作”是标准表格，其中每个阈值减半，这是 W-4 表格第 2(c) 步的选择。打开记录州税率各州的扣缴方式：不扣税、统一税率、累进税率（州税率表）或加州的 DE 44。注释中说明了每个数字的年份——在正式运行之前，请对照该州的雇主指南进行核对。打开记录州级分组各州采用分级税率表。计算中只考虑“起始日期”和“税率”这两个因素；没有已婚人士税率表的州，其单身人士税率表不会包含已婚人士的信息。打开记录州政府项目员工在工作所在州缴纳的税款包括：残疾保险、家庭和带薪休假保险、长期护理保险、员工失业保险——每项都有自己的工资基数，每项都在工资单上列明，并在 W-2 表格第 14 栏中记录。打开记录地方税务管辖区城市、县、学区、宾夕法尼亚州政治分区和交通区，以及它们的居民和非居民税率，以及决定两者之间孰优孰劣的规则。打开记录本地括号一个地区的居民等级制度——主要以纽约市为例。打开记录发动机交换每次与外部税务或薪资系统进行数据交换时，如果服务提供商和账簿在六个月后出现分歧，这就是最终的解决方式。打开
Garnishments
2Court and agency orders, taken in priority within the legal limits, and remitted to each payee.
记录Garnishment OrdersChild support, tax levies and creditor orders: the case, the payee and where the money goes, and the order of precedence. Payroll takes them in priority order within the CCPA limits of their deduction code.打开工作区Garnishment RemittancesWhat each payroll run withheld under each order, one remittance per payee, its file (with the child support DED addenda) and the payment reference once it is sent.打开
记录GOSI 利率沙特社会保险总局 (GOSI) 会收取哪些费用，从哪些人处收取，以及何时开始收取。2024 年 7 月 3 日之前注册的沙特公民需缴纳 9.75% 的保险费，雇主需缴纳 11.75%；此后注册的公民则适用新法规定的递增年金费率；其他人员的雇主需缴纳 2% 的职业风险保险费。基本工资加住房补贴，每月最低 1,500 沙特里亚尔，最高 45,000 沙特里亚尔。打开工作区GOSI声明本月每位员工应缴纳的GOSI（政府社会保险）款项——包括工资缴款、年金、SANED（社会保障缴款）和风险保险份额——除工资单上实际扣除的金额外，还应包括其他部分。缴款截止日期为下个月15日。打开工作区WPS薪资文件已批准的工资发放流程的薪资信息文件，供银行付款和Mudad记录。包含每位员工的居留证或身份证、银行账号和IBAN（国际银行账户号码），以及工资明细，包括基本工资、住房补贴、其他收入和扣款。打开工作区服务终止每位员工离职时应得的报酬：前五年每年半个月工资，之后每年一个月工资（以最后一次工资为准）；辞职时，根据服务年限，可获得三分之一、三分之二或全部报酬（第 84 条和第 85 条）。打开
Labor Distribution & GL Interface
9What each payslip was for -- grant, property, program, fund, cost center, department, job -- and the payroll journal as a file for the general ledger that receives it, balanced, reconciled and sent.
工作区GL Interface ConsoleChoose an interface and a payroll run: the control totals, anything that would stop the file, make it, send it, and take the specification and mapping workbook away.打开记录GL InterfacesWhere payroll goes in the general ledger that receives it: the target system profile (Yardi Voyager journal ETL, or a generic CSV / JSON journal), its codes, the schedule and the transport. A new interface sends TEST files until Go live.打开记录GL Interface MappingsWhich target account (and property, segments) each payroll amount goes to. The most specific rule wins: a code before *, then each dimension it names, then priority.打开记录GL Interface Code CrosswalkA property, department, program, fund, grant, cost center or job as the target system codes it.打开记录GL Interface Valid CodesThe receiving system's own chart and property list. With a list loaded, a code not on it stops the file.打开看法GL Interface FilesEvery file made, version by version, with its checksum and control totals -- never changed, never deleted. Resend sends the same file again; Reprocess makes the next version after a correction.打开看法GL Interface ExceptionsWhat stopped a file: a missing mapping, an invalid code, an imbalance, a control total that did not agree, a failed transmission. Correct the cause and Reprocess.打开记录Labor SplitsThe standing distribution of an employee's (or a position's) pay, used where no time says otherwise: salaried people, holidays, retro and off-cycle pay.打开看法Payslip AllocationsEach payslip split by what the work was for. The employer's taxes and benefit costs follow the gross.打开
Parallel Payroll
2The system being replaced and this one, side by side for each cycle until they agree.
看法Legacy Payroll RegistersThe payroll register of the system being replaced, one per cycle: Import a CSV, text or Excel file -- employee rows (gross, net, taxes, deductions, benefits, employer costs, accruals, liabilities), GL rows (account, debit, credit) and labor allocation rows.打开看法Parallel Payroll ComparisonsLegacy register against a TRANXACT run, category by category and employee by employee, with a tolerance and a sign-off. Go-live is ready after two cycles in a row are signed off.打开
报酬
除了薪酬之外，公司还提供哪些福利，以及员工在薪酬等级中的位置。
工作区Benefits DashboardEligibility and enrollment, open-enrollment progress, life events, dependents waiting on proof, and -- in the United States -- ACA compliance, carrier files and garnishments, each figure a link to its list.打开记录福利计划提供的福利是什么，由谁提供，以及员工和雇主在福利实施期间需要支付多少费用。每一次选举都针对其中一项或多项因素。打开记录福利选举每个人选择了什么，他们属于哪个级别，以及每个周期他们和雇主需要支付多少费用。打开记录计划年一项福利活动的持续时间，以及任何人无需经历重大人生事件即可改变主意的期限。打开记录受抚养人打开记录人生大事在开放注册期之外，哪些因素允许用户更改他们的选择？更改的时间有多长？更改窗口期是根据事件自动计算的，而不是手动输入的。打开记录福利登记打开
Carriers & ACA
5Enrollment and contribution files for carriers and recordkeepers, and the Affordable Care Act forms.
记录Carriers & RecordkeepersWho is sent what: an insurer (Aflac, Prudential ...) its 834 enrollment file, a 401(k) or 457 recordkeeper (Vanguard, Nationwide ...) its contribution file after each payroll, in its own layout, and how it is delivered.打开工作区Carrier FilesEvery 834, contribution and eligibility file built, sealed: download, send, resend, regenerate a corrected version, and the delivery log of every attempt.打开工作区ACA Full-Time StatusWho is full time under the ACA, month by month -- by look-back measurement or monthly hours -- and why.打开工作区ACA Forms (1095-C / 1094-C)Form 1095-C lines 14, 15 and 16 for every month, the 1094-C transmittal, printing, AIR-shaped XML and corrections.打开记录ACA SettingsThe measurement method and periods, the affordability safe harbor, and the employer (ALE member) on the 1094-C. Mark which plans are minimum essential coverage and minimum value with "Plan ACA flags".打开
记录薪酬职位每个人都处于各自的范围内。比较比率为 1.00 为中点。打开记录薪资等级是一个范围，而不是一个具体的数字。所有与薪酬相关的决策，最终都取决于薪酬在这个范围内的位置。打开记录Salary Grade StepsThe steps of a grade: step 1 on hire, the next after a year’s service. A grade with no steps is paid anywhere in its range.打开记录薪酬结构打开记录补偿周期审查、预算以及提案是否符合预算。打开记录补偿金矩阵中列出的内容与经理提出的要求之间的差距，正是委员会审查的内容。打开记录股权授予打开记录总奖励全部内容：薪酬、奖金目标、雇主在福利和税收方面的投入、股权和休假。打开
遵守
政府应得什么，哪里出了问题，以及采取了哪些措施。
工作区工资税向导按步骤完成工资税申报。缴款、申报和年终结算这三个流程在不同的时间段内进行：一家公司如果申报完全正确但逾期缴款，将会受到处罚；而一家公司如果按时缴款但申报逾期，受到的处罚则较轻。打开记录工资税登记每个义务对应一个账户，而不是每个机构对应一个账户：同一州的所得税预扣账户和失业保险账户是不同的登记账户，具有不同的号码、不同的税率和不同的到期日。打开记录工资税日历应付金额及到期时间。押金和退款分别列在两行，因为它们是不同的义务，分别对应不同的罚款。打开记录工资税期一次结算单既有目的也有期限。同一个工资期会在存款结算单、报表和年终结算中以不同的时间出现，计算方法相同，并且彼此之间会进行核对。打开看法工资税负债每项义务占一行。“工资税”不是一个数字：它是四个时钟上五个机构的六个数字，累计总额是这些数字的总和，而不是反过来。打开记录工资税款缴纳每一笔实际存入的款项。存款与负债分开，因为一项负债可以分期偿还，而一笔存款也可以用于偿还多项负债，两者之间的核对是每年查找错误的步骤。打开记录工资税调查结果检查结果显示，负净工资和缺失的注册信息都会导致系统阻塞，原因相同：公司外部人员先发现了这些问题。打开
Employee Relations & Records
3Disciplinary actions and their appeals, the legal holds on people's records, and AI-assisted decisions waiting for a person.
记录Disciplinary ActionsWarnings, suspensions, demotions and dismissals for cause, with the policy they rest on, the employee's acknowledgement and any appeal. Never deleted: an action given in error is rescinded and the record stays. Retained, held and exported like every personnel record.打开报告Legal HoldsThe legal holds on people's records, active first. While a hold is active its records cannot be changed or deleted — that is why a save on a held employee is refused. Holds are placed and released under Platform › Legal Holds.打开报告AI Decision ReviewsAI-assisted decisions about people that wait for a person: accept, override or reject, with the reason.打开
看法W-4 SubmissionsForms W-4 employees signed in self service. Each took effect from the next pay period as a new withholding record (Employee Tax Setup); the old one is kept. A W-4 needs no approval -- acknowledge that HR has seen it.打开看法Form I-9Employment eligibility: Section 1 is the employee’s, by their first day; Section 2 is yours, within three business days of it; Supplement B when a work authorization expires. Overdue forms come first. Numbers are sealed and shown as their last four. Retain until the later of 3 years after the first day and 1 year after employment ends.打开看法FMLA CasesFamily and Medical Leave Act requests: eligibility when asked, the certification, your designation, and the hours used against the 12-week (or 26-week) entitlement. Designating here also decides the request in the self-service inbox. Medical certifications are filed on the case, not on the employee file.打开记录FMLA SettingsHow this company applies FMLA: the entitlement, the 12-month method (one for everybody), whether paid leave runs at the same time, the eligibility rule, and whether the worksite has 50 employees within 75 miles.打开
报告
目录、人员编制以及接下来的安排。