How do I manage employee information on the Roster and Term process (Employee Maintenance)?

This article shows admins how to manage employee information.

Overview

Custom Fields capture custom Employee Information on the Employee Roster and Termination Process.

It can be used for employee information or new hire payroll export: payroll integration request.  Additionally, it serves as the template for Employee Onboarding Integration Requests.

The Employee Maintenance page and be accessed by navigating to Maintenance > Employee Info > Employee Maintenance.

The tabs across the top of the page list specific employee roster fields and custom fields available for customization.

• Term Type

• Term Reason

• Rehire Status

• Custom Fields

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Term Type

As part of the Decision Logic Termination Process, add Term Type by:

1. Clicking the Term Type tab.

2. Click New.

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3. Enter the description of the Termination Type you want displayed on the Decision Logic Termination Process form.

   1. Example: Voluntary or Involuntary.

4. Select Save.

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Click Edit or Delete to edit or remove a termination status.

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Term Reason

Users will add the Term Reason by:

1. Clicking the Term Reason tab.

2. Click New.

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3. Enter the description of the Reason for Term you want displayed on the Decision Logic Termination Process form.

4. Select Save.

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Select a Term Reason and click Edit or Delete to edit or remove a termination reason.

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Rehire Status 

Users will define the Rehire Status by:

1. Clicking the Rehire Status tab.

2. Click New.

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3. Enter the description of the Rehire Status you want displayed on the Decision Logic Termination Process form.

4. Click Save.

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Select a Rehire Status and click Edit or Delete to edit or remove a termination reason.

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Custom Fields

As part of the Decision Logic New Hire Process or 3rd Party Employee Onboarding Integration Request and Payroll Integration Request, build Custom Fields to match your integration requirements.

1. Click the Custom Fields tab.

2. Click New.

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3. Select the Field Type you want displayed on the Employee Roster EEIF.

   1. Checkbox

   2. Text Field

   3. Dropdown List

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4. Enter the Name of the Custom Fields you want displayed on the Decision Logic Employee Roster EEIF.

5. Enter Description for an Administrator to reference what this field is used for.

6. Check Box and Text Field options are:

   1. Required

   2. Active

   3. Visible

   4. Scans are currently disabled on all sites. 

7. Click Save. 

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8. Dropdown List options are:

   1. Enter the List Item Name.

   2. Click Add.

9. Click Save.

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Click Edit or Delete to edit or delete a selected custom field.

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