Create Company/Client

Workflow

1. Create Company/Client
2. Create Department Optional
3. Create Contract For HR Agency only
4. Create Job Order
   
   
   For Normal Company:
   graph LR CC[1. Create Company/Client] --> CD[2. Create Department] CD --> JO[3. Job Order] style CD fill:#bbf,stroke:#fff,stroke-width:2px,color:#fff,stroke-dasharray: 5 5
   
   For HR Agency Company:
   graph LR CC[1. Create Company/Client] --> CD[2. Create Department] CD --> CCO[3. Create Contract] CCO --> JO[4/5. Job Order] CCO-->AP[4. Applicant*] AP-->JO style CD fill:#bbf,stroke:#fff,stroke-width:2px,color:#fff,stroke-dasharray: 5 5

** For "Applicant", you can choose to create the staff Applicant profile before creating the Job Order.

1. Create Company

• Go to Master Data -> Organization -> Add New
• Fill in the necessary information

• Save

For HR Agency Company

• Please also fill in the following information:
  • Short Name: Short Name of the Company
  • Business Sector
  • Client Segmentation
  • Payment Terms (Reference)
  • Contact: All of the Contact person, it is for selection in Job Order
    • Please enable "Is Main Contact" if needed
    • If the name shown in the Invoice is not the same as the "First Name+Last Name" of the Contact, you can input the name want to be shown in "Invoice Attention"
  • The Organization status would be "Inactive" until the Contract of the Organization is approved

Points to note

Organization Code refers to your shortcode for the company. Please leave it blank for HR Agency Company
MPF Trustee, if the trustee is not on the list, go to Payroll -> MPF Trustee to create one
Tax Name is the guy who signs the IR56 forms
Tax Designation is the title of that guy
Default Currency is needed to change if you are handling company outside Hong Kong

2. Create Department

• Master Data -> Organization -> Add New
• Fill in the necessary information, only the below information is needed for Department
  • Parent Organization: the level right above it
    • e.g. if you are creating Department, then the "Parent Organization" will be the Company. If you are creating Teams, then the "Parent Organization" will be the Department that the Team belongs to.
  • Organization Code: Department Code
  • Organization Name: Department Name
  • Sequence Number: The level of Department belongs
    • e.g. 1 for Company, 2 for Department, 3 for Team, etc.
• Save

3. Create Contract For HR Agnecy Company only

Please go to point 4 if your company is not a HR Agency Company

• Associate -> Job Order -> Add New
• Fill in the necessary information
  • Client, Contract Date, Owner, Start Date, and Service Type must be filled in
  • Please leave "Contract Number" blank
  • Owner should be yourself
  • If the contract is evergreen, please enable " Will not expire" and leave the End Date blank
• Save
• Upload the Contract as the Attachment
• The Contract needs Approval. After approval, the Organization status would change to "Active" and would have a valid Organization Code

4. Create Job Order

For Normal Company

• Associate -> Job Order -> Add New
• Fill in the necessary information
  • Job Order Number: Short code of the Job Order, usually the same with the shortcode of the Organization
  • Client = Employer
  • Position: The type of employees under this Job Order, e.g Sales staff, Office staff. Just input "Staff" if it is for all of the employees of the company
  • Job Order Template: Salary Template for payroll calculation
  • Currency: Pay Currency, Hong Kong Company should always be HKD. Remember to change Currency if you are handling company outside Hong Kong
• Save

For HR Agency Company

• Associate -> Job Order -> Add New
• Fill in the necessary information
  • Client ≠ Employer
    • Employer: Company that legally employ the staff
    • Client: Company of which the staff is working at
  • Job Order Template: Salary Template for payroll calculation, please Go to Payroll->Job Order Template
    • Check and see if the existing can be used, if not
    • Copy the template from A-Z Copy Template
  • Consultant Allocations
• Save

Congratulations! You have finished setting up the Company Structure.