Equus Software

Assignments are also known as relocations, business trips, moves, or files. For an employee, one or more assignments can be created. To create a new assignment, click  in the Relocations grid…

Creating an Assignment

The Employee Details page allows users to associate new employees with a company and maintain current employees.
Before employees can be created, at least one company must be configured.  See…

Create an Employee and Assignment - Overview

To create a new Employee, click the  button on the Select Employee/Assignment page from the Relocation/Assignment Tab.  
Select the Company, and enter the Last Name and First Name of the…

How to create an employee

Services must be authorized before extended functionality is available for a given assignment.
To authorize services:

Navigate to the appropriate Assignment.
Select the Policy Benefits/Exception (Ass

Authorize Services

You can also create a new Assignment by copying data from an existing Assignment for the same employee. 
You need to do the following to enable the  button.  

The System…

Create a New Assignment by Copying an Existing One

What's in this page?
Authorization Wizard: Creating an Employee and Assignment Record for Approval Routing
Searching for Employees and/or Assignments
Creating Your Employee
 
The topics in this sectio

Pre-Assignment Basics - How to create an Employee and Assignment Record for Approval Routing using the Authorization Wizard (Part 1 of 2)

 
 
The Cancellation tab is available if the authorization is no longer needed.  Click the ‘Cancel This Authorization’ box, select the ‘Cancellation Reason’, and click  to complete this action.  If…

Pre-Assignment Basics - How to create an Employee and Assignment Record for Approval Routing using the Authorization Wizard (Part 2 of 2)

An employee will have a variety of contact details that may be useful for a number of reasons.  This screen allows you to track those records.  Contact records can be…

Employee Contact Information

There are two sections (Children &amp; Dependents, Spouse/Domestic Partner) within Equus Platform for documenting and tracking an employee’s dependents and spouse.  These sections are found in the Fam

Creating Dependent Records

A vital part of any assignment is the employee’s pay; not only does the employee want to know what they will receive, but those details need to be communicated to…

Basic Compensation Data

If your company has not implemented the Authorization Wizard tool or another method for creating employee records (i.e. via import), an employee can be manually created in the system. 
The…

Pre-Assignment Basics - How to create an employee

Overview
A cost center is a mechanism within a business to which costs can be allocated. This helps a department track expenses, gauge spend and revenue against each other allowing…

Cost Center Data

Employee and Assignment Records

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