Employees

En el módulo de empleados se registra la siguiente información:

Datos personales
Datos bancarios, para pagos masivos en el banco.
Archivo digital del empleado, donde puede subir cualquier documento en cualquier formato, por ejemplo: hoja de vida y certificaciones del empleado.

La siguiente información puede ser definida por cargo o por empleado. Para un ingreso y actualización de datos en el menor tiempo posible es mejor definirlos por cargo y no por empleado.

Beneficios laborales, obligatorios o adicionales, tales como: seguro médico, seguro contra riesgos laborales, auxilios de transporte, etc.
Impuestos a los salarios aplicables a este empleado.

A continuación verá una descripción de todos los campos que tiene este módulo y para qué se utilizan.

Identificación

Field	Description
Foto	Una foto de perfil
Nombre
Apellido
Documento de identidad	Options: --------- Cédula de Ciudadanía Cédula extranjera Nit Pasaporte Número de seguridad social Tarjeta de identidad Registro civil Licencia de conducir Permiso especial de permanencia
Número de identificación	Puede contener letras. Es un número único para cada persona registrada en el sistema

Contacto

Field	Description
Teléfono	Cuando hace clic en los teléfonos, Sofisis abre la aplicación de marcación para hacer llamadas desde su teléfono móvil o si está en una computadora de escritorio. Llama desde el 'softphone' que tiene instalado.
Celular
Email	Se usa para enviar notificaciones y comprobantes de nómina. Debe ser único
Dirección	El campo de dirección está integrado con Google Maps. Cuando selecciona un sitio, el sistema guarda las coordenadas y almacena el país y la ciudad en campos separados. Echa un vistazo al mapa de calor para encontrar dónde están concentrados sus clientes
Ciudad
País

Más información

Field	Description
With access to the system	Dejar en blanco para que el empleado no tenga acceso al sistema
Active employee	Dejar en blanco si el empleado ya no trabaja en la empresa
Fecha de inicio	Fecha de inicio del contrato
Fecha final	Fecha en la que finaliza el contrato. Dejar en blanco si es indefinido
Empresa
Sucursal
position
Jefe directo
Subtipo de empleado	Options: --------- No Aplica Dependiente pensionado por vejez activo Independiente pensionado por vejez activo Cotizante no obligado a cotizar a pensión por edad Cotizante con requisitos cumplidos para pensión Cotizante a quien se le ha reconocido indemnización sustitutiva o devolución de saldos Cotizante perteneciente a un régimen exceptuado de pensiones o a entidades autorizadas para recibir aportes exclusivamente de un grupo de sus propios trabajadores. Cotizante pensionado con mesada superior a 25 SMLMV Residente en el exterior afiliado voluntario al Sistema General de Pensiones y/o afiliado facultativo al sistema de Subsidio Familiar Conductores del servicio público de transporte terrestre automotor individual de pasajeros en vehículos taxi Conductores del servicio público de transporte terrestre automotor individual de pasajeros en vehículos taxi.No obligado a cotizar a pensión
Observación
Tipo de contrato
Fecha de vencimiento de la póliza	None
¿Presenta alto riesgo de pensión?	Options: Desconocido Sí No
¿Trabaja remotamente?	Options: Desconocido Sí No
Permitir nuevos clientes	Options: Sí No permitir nuevos clientes Si es no. Se bloqueará la agenda de esta persona para valoraciones

Dotación

Field	Description
Camisa
Pantalón
Zapatos

Field	Description
None
None

Field	Description
Género	Options: Masculino Femenino ----
Fecha de nacimiento
Edad	Es calculada automáticamente con la fecha de nacimiento
Estado civil	Options: ----- Soltero(a) Casado(a) Unión Libre Viudo(a) Divorciado(a)
Ocupación	Un trabajo o profesión
Orden como proveedor	Orden y posición con el que se publica en la web

Financial and tax information

To specify financial and tax information

Field	Description
Large taxpayer	Select this option if you are qualified as a large taxpayer
Auto retainer	Mark if nobody can retain part of the payment to him
Tax retainer	In some countries the contributors must to retain part of the payment to your customers for tax advance of the customer.
Taxpayer	Is responsible for reporting income to the Government ?
Simple taxation regime	Select this option if you are part of the simple tax regime
Not responsible	Select this option if you are not responsible for IVA
Person type	Options: Natural Legal Legal, if is a corporation incorporated as a society. Natural, if is a person.
Payment Method	Options: -- Instrumento no definido Crédito ACH Débito ACH Reversión débito de demanda ACH Reversión crédito de demanda ACH Crédito de demanda ACH Débito de demanda ACH Clearing Nacional o Regional Efectivo Reversión Crédito Ahorro Reversión Débito Ahorro Crédito Ahorro Débito Ahorro Bookentry Crédito Bookentry Débito Concentración de la demanda en efectivo / Desembolso Crédito (CCD) Concentración de la demanda en efectivo / Desembolso Débito (CCD) Crédito Pago negocio corporativo (CTP) Cheque Proyecto Bancario Proyecto bancario certificado Cheque Bancario Nota cambiaria esperando aceptación Cheque certificado Cheque Local Débito Pago Negocio Corporativo (CTP) Crédito Negocio Intercambio Corporativo (CTX) Débito Negocio Intercambio Corporativo (CTX) Transferencia Crédito Transferencia Débito Concentración Efectivo / Desembolso Crédito plus (CCD+) Concentración Efectivo / Desembolso Débito plus (CCD+) Pago y depósito pre acordado (PPD) Concentración efectivo ahorros / Desembolso Crédito (CCD) Concentración efectivo ahorros / Desembolso Dédito (CCD) Pago Negocio Corporativo Ahorros Crédito (CTP) Pago Negocio Corporativo Ahorros Débito (CTP) Crédito Intercambio Corporativo (CTX) Débito Intercambio Corporativo (CTX) Desembolso Crédito plus (CCD+) Consignación Bancaria Desembolso Débito plus (CCD+) Nota cambiaria Transferencia Crédito Bancario Transferencia Débito Interbancario Transferencia Débito Bancaria Tarjeta Crédito Tarjeta Débito Postgiro Telex estándar bancario francés Pago comercial urgente Pago Tesorería Urgente Nota promisoria Nota promisoria firmada por el acreedor Nota promisoria firmada por el acreedor, avalada por el banco Nota promisoria firmada por el acreedor, avalada por un tercero Nota promisoria firmada por el banco Nota promisoria firmada por un banco avalada por otro banco Nota promisoria firmada Nota promisoria firmada por un tercero avalada por un banco Retiro de nota por el por el acreedor Bonos Vales Retiro de nota por el por el acreedor sobre un banco Retiro de nota por el acreedor, avalada por otro banco Retiro de nota por el acreedor, sobre un banco avalada por un tercero Retiro de una nota por el acreedor sobre un tercero Retiro de una nota por el acreedor sobre un tercero avalada por un banco Nota Bancaria Transferible Cheque local trasferible Giro referenciado Giro urgente Giro formato abierto Método de pago solicitado no usado Clearing entre partners Acuerdo mutuo Payment Method between the user and the company
Obliged to invoice electronically	Does the user have the obligation to invoice electronically?
Package of electronic documents
Expiration Date

User bank

To specify financial and tax information

Field	Description
Bank
Type bank account	Options: --------- Savings account Current account
Bank account number
Primary	Default bank for transfers

Employee Social security and labor taxes

Add here the taxes withheld to the employee and the labor benefits, such as contributions to pension, medical insurance, insurance against work accidents, among others. Some of these contributions are deducted from the employee's salary and others are assumed by the employer.
This information is used to create the payroll, Sofisis calculates the corresponding values according to the employee's income, defines the value to be paid and creates the countable entries automatically.
The Labor Benefits and Labor Taxes can be defined in the Employee or in the Position. If the same concept is repeated in Employee and in Position, only that defined in Employee will be taken into account.

Field	Description
Employment Benefit or Labor tax	Labor Benefits or Labor Tax
Entity	Managing institution of this benefit/Tax
Liabilities account	Leave blank for use default account

Employee bonus

An amount of money added to wages on a seasonal basis, especially as a reward for good performance, this bonus are join with bonuses per group. this means that if the same bonus is assigned in the group and also in the employee, it will be paid twice. If a bonus is paid to all members of the same position, it is better to assign the bonus in the position and not per employee.

Field	Description
Type Bonus	Options: Commission by employee created Comisión al jefe directo por el grupo del subalterno Comision soporte membresia Comision vendedor membresias Bonus for making bank payments Commission to direct boss by bonus of linked subalterns Bonificación por requerimientos de software desarrollados Comisión por ventas en la sucursal Commission by product sold Commission by service sold Commission to direct boss by bonus of provision of services subalterns Bonificacion por adquirir nuevos clientes cuenta Sofisis Bonus for making accounting transactions Bonus for incomes in the company --------- Commission by add accounting records Commission to direct boss by bonus of subalterns Commission by petty cash Commission for cost of transfer who dispatch Commission by output inventory Other bonus Extraordinary bonus Commission by patient attended Commission by patient assisted by assistant Commission by maintenance Commission by labor cost Commission by materials cost Commission by appointment assisted, percentage of invoice Commission fixed by appointment assisted Commission by invoice registered Commission for invoice paid Commission by invoice to seller Commission by shopping to seller Commission by employee created: Pay a commission for creating a new employee Comisión al jefe directo por el grupo del subalterno: Commision to direct boss for the group of subaltern Comision soporte membresia: Se bonificará a los asesores comerciales por soporte de membresía Comision vendedor membresias: Se bonificará a los vendedores por las membresías pagadas por los clientes de Sofisis Bonus for making bank payments: A bonus will be given to treasurers who make bank payments Commission to direct boss by bonus of linked subalterns: Bonus according to bonus of linked subalterns Bonificación por requerimientos de software desarrollados: Se bonificará a los empleados que participen en el desarrollo de nuevos requerimientos de software Comisión por ventas en la sucursal: Paga una comisión al vendedor por las ventas en la sucursal Commission by product sold: Pay a commission to seller for product sold. Commission by service sold: Pay a commission to seller for service sold. Commission to direct boss by bonus of provision of services subalterns: Bonus according to bonus of linked subalterns Bonificacion por adquirir nuevos clientes cuenta Sofisis: A bonus will be given to advisors who negotiate with new customers and successfully close a deal Bonus for making accounting transactions: A bonus will be given to employees who make accounting transactions Bonus for incomes in the company: A bonus will be given to employees for all incomes in the companies Commission by add accounting records: Bonus by add accounting records Commission to direct boss by bonus of subalterns: Bonus according to bonus of subalterns Commission by petty cash: Bonus by petty cash Commission for cost of transfer who dispatch: Commission for cost of transfer who dispatch Commission by output inventory: Percentage that is calculated based on the cost of the products with inventory output record Other bonus: Use it to pay a fixed bonus on each payroll. As representation expenses, or bearing assistance Extraordinary bonus: For bonuses that are registered in the ExtraordinaryBonus model Commission by patient attended: Percentage of the value of invoices paid or receivable, linked to the recorded evolution. The date to be taken into account is the date of record of the evolution, and not the date of record of the invoice. Commission by patient assisted by assistant: Percentage of the value of invoices paid or receivable, linked to the recorded evolution. The date to be taken into account is the date of record of the evolution, and not the date of record of the invoice. Pay to assistant in the evolution Commission by maintenance: Fixed value paid for each maintenance completed Commission by labor cost: Fixed value paid for all maintenance costs completed Commission by materials cost: Fixed value paid for materials cost in each maintenance Commission by appointment assisted, percentage of invoice: Percentage paid by assisted appointment, the value is calculated based on the invoices paid or receivable from the client in question that were registered on the same day of the appointment. This commission is paid to the person who registers the appointment, not the one who registers the invoice. Commission fixed by appointment assisted: Fixed value for assisted appointment paid whether the client, on the day of the appointment, has registered or not invoices. Commission by invoice registered: Pay a commission for the bills that the employee recorded. Commission for invoice paid: Pay a commission for the receives that the employee recorded. Category filter not apply. Commission by invoice to seller: Pay a commission for the bills that has seller. Commission by shopping to seller: Pay a commission for the shopping that has seller.
Description bonus	This text will show in payroll voucher send by email to employee
Is base	If it is marked, the income from this commission will be taken as salary for the calculation of labor benefits and labor taxes. If not, it will be treated as not constituting income for the employee
Filter by category	If the commission is a value calculated from the invoice, the commission will only be paid for the category and daughter categories that you select here. If you leave blank the commission will apply for the invoiced in any service
Value Commission	If the value is a percentage, put it in percentage, example: 10%. If the commission is a fixed value, record the monetary value without signs

Economic Dependent

EmployeeDependents(id, user, contact, type_of_link)

Field	Description
Economic Dependent
Type of link

User files

Upload any file of user like certifications, curriculum vitae, diplomas and labor files

Field	Description
File
Description
Work file	Work file is show only in employee, if work file is not marked it is shown in employee and in person

Actions

Action	Description
Send email content to users

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