How this connects: the ledger, ESG figures and privacy training

Steps

1. 1

   Open a leaver's Gratuity tab

   Start in Workforce. Select Employees, tick Show Terminated, open the warehouse associate who resigned and select his Gratuity tab. In the box In the ledger, the journal entry numbers are blue links for anyone who may also open Accounting.

   • Select Employees
   • Select Show Terminated
   • Select Imran Sheikh
   • Select Gratuity
2. 2

   Select the journal entry number

   Select the number beside Journal entry at termination. Accounting opens on its Journals section with that entry in a window: the debit to staff costs and the credit to the end-of-service benefits provision that were posted when HR confirmed the termination.

   • Select JE-2026-0001
3. 3

   Close the entry and read the list of journals

   Select Close. The list behind it holds the four entries Workforce has posted. The leaver's final gratuity is posted, and so is the payment that cleared it against the bank. The entry for the employee who was terminated by mistake is marked reversed, and its reversal entry sits beside it.

   • Select Close
4. 4

   Open the Social section of ESG

   Select ESG and Carbon in the side menu, then Social in the module's own menu. The first block is headed Auto-Synced from Workforce Module: total employees, Emirati employees, the Emiratisation ratio and the WPS compliance rate, the same figures Workforce shows. Gender figures stay empty because employee records hold no gender.

   • Select ESG & Carbon
   • Select Social0 (0)
5. 5

   Select Import from Modules

   Select Import from Modules at the top right to refresh the figures from Workforce and the other modules. A message says how many metrics were synced, and that figures entered by hand were left as they are. They are saved as social metrics for the reporting year.

   • Select Import from Modules

   

6. 6

   Read the saved metrics

   Scroll to All Social Metrics. Each imported figure is a row with its key, value, unit and period, and a note saying it was synced from the module, not typed by hand. Select Import from Modules again whenever the register has changed.

7. 7

   Open a privacy campaign form

   Last, the link to privacy. Select Data Protection in the side menu, then Privacy policies and training, then Attestation campaigns, and select New campaign. A campaign asks people to read a policy and confirm it.

   • Select Data Protection
   • Select Privacy policies & training
   • Select Attestation campaigns
   • Select New campaign
8. 8

   Find the line manager option

   Under Audience, the small print explains that an employee record places a person in their entity's org unit, so campaigns aimed at a unit reach them. Under Escalation, the first tick box reads Escalate to the person's line manager first, with the words From Workforce: it uses the Line manager that HR sets on each employee record.

9. 9

   Select Cancel

   Select Cancel: no campaign is created in this lesson. Campaigns are taught in the course on privacy governance. What matters here is that the manager and the login HR records in Workforce decide who is asked and who is told when someone is late.

   • Select Cancel