What is Employee Management?

 Manage all of employee data from a single interface. You can use this module in conjunction with the payroll system, or provide managers with access to their select employees. The screen opens to a “Smart Search” tool bar which allows you to search employees by name, ID or Social Security Number. Check the box of the employee(s) you would like to work with and click “View Selected Employee(s).”   

Start typing and the system will automatically search for matching employees. Currently, the search will provide matches on the following fields:

• First Name
• Last Name
• ID Number
• Social Security Number

As matches are display, select the desired record and the employee information will generate on the screen below. The display fields, editing capabilities, and workflow approvals are determined based on the user’s role. Please see the configuration section for more details.

User Records Accessible

The records displayed in the search are controlled by the role permissions assigned in the user setup. Detailed information can be found in the System Administration section of this guide

Administrator

Users in this role will have access to all records. Do not place anyone in this role that does not have full access to the payroll and HRIS system

Employee

This role should not have access to the Employee Management Module. 

AccountEmployeeManager

Users in this role will have visibility to all employees under them in the “Organizational Hierarchy” as configured in the Organization Management module.

AccountGroupManager

Users in this role will have access to all records for all company codes in their account groups. This option is only available if you have multiple payroll company codes. Limiting access to employee data for specific users in this role must be done by your client service representative.

Editing Data

To change data in an employee record, double click on the desired field and edit. When you finish modifying, press enter and the system will prompt you to save/cancel changes. You can save changes as you go or continue working and save multiple changes at once. A green confirmation bar briefly appears to verify changes have been saved.

Multiple Record Search

To work with multiple employee records at the same time, click the checkbox next to the employee's name followed by the view selected employees button. 

The system loads all accessible employees of the user. You can select multiple employees to work with and utilize the grid filtering capabilities to generate employees with a specific condition. The grid is automatically set with a filter of Status = ‘A’. the example below displays everyone that has an “r” in their first name.

To work with select employees within the filter results, click the check box next to the record and clicking “View Selected Employees”. To work with all filter results, click “View all # employees in grid”. For more information on working with grids and filters, please see the Grid Navigation section of this guide. 

After selecting employees, the Management screen appears with those employee records for easy viewing and editing. Click on the employee to generate their information.