Employee Maintenance screen

This page provides an overview of the Employee Maintenance screen user interface.

Note: For information about determining which Employee Maintenance fields are visible and which fields require data, see Employee Config Field Overrides.


annotated image of the Employee Maintenance screen

Fields on the Employee Maintenance screen

# Field Description

1

Filter

Expand to filter employees by the following options:

  • "Active as of" date

  • Employee Set

  • Job

  • Schedule Group

2

Search

Search for employees by name, employee number, or badge number.

3

Employee Information

The Employee Information section contains the employee's Name, Employee ID, Home Job, and Property information. 

4

Next/Back

Use the arrow buttons () to navigate to the next or previous employee on the list.

5

Add New

Opens the Add New Employee dialog box.

6

Employee Pane

Select an employee from the list to view details in the tabs.

7

Expand/Collapse Employee Pane

Use the arrow button () to expand or collapse the Employee Pane.

8

Right Pane and Tabs

The right pane contains information for the selected tab, corresponding to the employee selected in the employee pane. The Employee Maintenance screen contains the following tabs:

  • General—Enter basic personal, employment, Time Clock, and contact information for an employee. Information you entered about the employee in the new Employee Wizard automatically populates the appropriate fields.

  • Status—View and/or change an employee's status. You can indicate whether an employee is Terminated, Re-hired, or on Leave of Absence. You enter the date on which changes takes effect, and add an optional note. If the employee is being terminated, you must select a Termination Reason.

  • Jobs—Identify the jobs/skills that an employee has and is qualified and trained to perform. You can also adjust an employee's wages. You also have the option of manually entering/changing the wage rate which will overwrite the previous default rate.

    Note:To view and/or edit an employee's wages, you must first be granted permission in User Administration. If a Default Hourly Rate was configured in System Setup and you have the appropriate permissions, that rate is automatically entered. If no default rate was configured, this will default to the Default Rate specified in the Labor Structure.

  • Scheduling—Enter an employee's work preferences, such as availability, type of employee, day-off plans, and patterns. You can also enter an employee's regular or permanent schedule.

  • Schedule Groups—Associate an employee with a particular group(s).

  • Assignments—Manage assignments for an employee.

  • Work Rules—Associate rule types with rule sets.

  • Time Clocks—Designate specific Time Clocks that an employee may or may not use.

  • Certifications—Associate an employee with a certification and enter the Issue Date, Start Date, and End Date of the certification.