Employee Maintenance – Overview
The Employee Maintenance module allows managers to enter each employee’s personal information (i.e. phone number, address, marital status, etc.) for reference and reporting purposes. Managers can designate employees to work in a variety of positions and at alternate locations, if necessary.
This module also allows managers to enter employee availability for scheduling purposes, enter and store employee review information, and maintain a checklist of tasks that must be completed by new employees. Once these tasks are completed, the employee record becomes "Active" and ready for use. Any changes to the employee record are recorded for audit purposes.
Employee records can be used when creating labor schedules, exporting payroll data, and maintaining employee data in 3rd party systems.
Screen Controls:
- Plus: Opens a blank Employee Information screen for creating a new record.
- Funnel: Opens the Filters pop-up.
- Printer: Exports the list of employees displayed to the selected format (PDF, Excel, CSV, or CDP). {Note}
- -><- : Minimizes the Employee list and displays the Labor Overview page.
- Location selector – Defaults to 'Current Location'; allows authorized employees to view 'All Locations.' {Notes}
Screen Columns:
- Employee # – The employee's ID number.
- Last Name – The employee's Last Name. {Note}
- First Name – The employee's First Name.
- Middle Name – The employee's Middle Name.
- Primary Position – The employee's Primary Position.
- Primary Location – The employee's Primary Location. {Note}
- Hired Date – The date the employee was hired.
- Last Edit Date – The date the employee record was last edited.
- Status – Displays 'Active', 'Incomplete', 'Leave', 'Terminated', or 'Assign Wage' (Wage Matrix locations only).
- Date Terminated (hidden by default) – The date the employee was terminated, if applicable.
- Birth Date (hidden by default) – The employee's Date of Birth, from the Employee tab.
Related Topics:
Enter Employee Review Information
Key Reports: