Workflows
Common ERP workflows

Adding a new employee
This document outlines the step-by-step process to add a new employee into the ERP system. 
 
 Summary :  
 
 IT or Web: Created a new user with assigned credentials and access levels 
 HR: Creates an HR user profile for the new user and assigns work position, generates contracts... 
 
 
 
 Steps 
 Create a new user with access 
 The IT department must create a new account in the Google workspace. 
 With the new email account, IT or Web department creates a new user with that email in the ERP.  
 
 IT or Web department assigns previously decided-upon permissions (roles) to the new user. 
 IT or Web must also create a new warehouse location and assign it to the user. 
 
 
 Create a new HR profile for user 
 HR creates an HR profile for the new user (requires at least selecting the user,  gender, citizenship and entering employment start date). 
 
 HR assigns the work position and work location, enters bank information and family members and generates vacation an employment contract.

Create product stock from purchase


Create product stock from production