1 Overview

Every account in bxp is unique, just like every person in your organisation.

With a standard bxp account all work, quality, training and cross business work will be recorded and associated with the account. It is also possible to attach HR data to these accounts and provide a full self-service portal which matches the operational needs of your HR department, in a secure and auditable way.

It is possible to give all staff a self-service account in bxp for free using placeholder accounts, though functionality will be limited in these accounts. Placeholder_Accounts

2 Primary Terms

Different companies can use different terms for the same thing. This is called jargon. To reduce confusion we provide the terms that bxp use throughout our documentation.

A user is a unique bxp account
An applicant is someone who is a potential employee of your company but is not employed by your business
An employee is a person who is employed by your business
A contractor is a person providing service to your business but is not directly employed by your business
A supplier is a company providing service to your business

A "bxp client" is a business who is paying for the bxp service
A "client" is a business who is paying your business for your products or services.

A customer is someone who your business is in contact with and with whom you are currently doing business
A prospect is someone who your business is in contact with but with whom you have no commercial arrangement

3 Getting started

The first step in configuring bxp for Human Resource Management is to identify some basic information which will greatly aid your setup.

Organogram : Identify an organogram to ensure all aspects of the business are included.
Primary Details : Identify departments, roles and cost centres
Self-Service : Decide what aspects of your HR process you wish to include / process through bxp's self service portal
Key Documentation : Decide what key documents you must capture and facilitate for your employees
Training : Decide what training is essential to provide to your employees from the moment they start with your business

Different businesses include different departments in their HR area. In bxp HR, Training and Security are treated as separate entities though we recognise the significant overlap that occurs in many businesses.

4 Organogram

bxp provides an organogram management structure for managing users, clients and anyone else who needs a login. An user can be a member of more than one group.

Organogram_with_Group_Profiling details how the organogram works.

5 Primary Details

The primary details are classifications which can be applied to all users and provide useful unique grouping capabilities.

System_Access_Management_-_Departments
System_Access_Management_-_Role
Cost Centres are free text fields which are used in user reporting.

6 Self-Service

It is possible to configure your self-service in any way you require. Each configuration items uses SEP to separate the items. The config types use ~~SEP~~ to separate the values.

The primary config types are:

Section-Title
Field-Title-Read
Field-Title-Edit
Link-Type-URL-Target
Form-Id-Title-Target

Here is a full configuration example which turns on all options with all recommended states.

Human Resources Management

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