Education Suite Human Resources User Manual
Contents
1. Document Applicant Mo Type Name Path Grant Cary C Employee DocumentsiGran Employee Picture jpeg C Employee Documentsleran Employee Documents Open Door Technology Inc 25 Assignments Human Resources gt Employees Assignments General tab ha i Assignment Employee Status Ho PAYROLL OPPR EMPOOOL PAYROLL APPR EMPOOOL PAYROLL APPR EMPOOOL ES EPU Cany Grant bmployee Asolo Effective Date 08 25 2003 SUB 003 08 25 2003 08 31 2005 TEACH 003 09 01 2005 Facility Code Employer End Date Wo TEACH O12 _ tr General other Audit EMPOOO1 Employee No Employer No 00 rEacH Cary R Grant Facility Code Robert Borden High Commu i Assignment Code TEACHER DI Tchr Contract Sal School Based Position Code TEACH 12 Kal Teacher 12 Level Code BL 09 01 05 End Date Budget Manager 50 748 00 aat Position Code TEACH 12 TEACH 12 TEACH 12 Program Position Code Type 106 UO TEMP 106 O00 CONTIN 112 CONTIN Cause of Absence Code Default Work Type Code Position Type Master Works No Mo of Specialty Mo of History Blocked PAYROLL APP D I Assignment Status Employee Assignments Gen2. Start Reason Description Employee Request i F Replacement Name End Reason Code EI Replacing L End Reason Description Replacing Name Comment Employee Assignments Other tab Other Tab Start Reason Choose the code that best describes the reason that this assignment was initiated Start Reason Description This will auto populate with the start reason code chosen End Reason Choose the code that represents the reason for ending this assignment End Reason Description Auto populated with the description of the end reason chosen when completing the end reason code field Open Door Technology Inc Zi Reassign to Used on long term leave assignments The two options are Facility or Post The first indicates that they must be returned to the exact same assignment The second indicates that they may be posted to any similar assignment Replacement Job share This field is used in two different ways As a Replacement code enter the ID of the employee who is replacing this employee As a Job Share code enter the name of the employee with whom this employee is sharing a job Replacing The employee that this reassigned employee is replacing Audit Tab As the Employee Assignment is created and various status changes take place the system tracks who made the changes and when they were done Human Resources gt Employees Assignments Au
3. opendoor TECHNOLOGY Education Suite Human Resources User Manual June 19 2006 V4 0 Edition 01 Open Door Technology Inc TABLE OF CONTENTS Employee AT vvs 1 General TAD EE 1 Communication Tab 3 Administration tab ee 5 Parona e RE 7 RON EEE EE EE EN 9 Employee Card SUDIOPNIS zacsversnernnersnersmenseneeninerheentnerheeninenkeettherdeonbidbensdsbend 11 Gil O VCS BUON ssrin 12 En 13 ENE 13 ET eo EE Menten decent eens 15 Alternative Address 15 NAMES EE EEE 16 SEE EEE RE 17 Miscellaneous Article Information nnee eneen 17 Confidential Information nennen venen ennen 18 Managers unnannnennrennnensnennrenenennnenenenenenenenenenenenenenenenen eenden 18 HS 19 References EE hee unda De 20 HENG Lee 20 AGO AT OE 21 BOUGNON ee 22 Affiliations 2 eee ec ec ec ececececeeecece cece cecececececeseeeseseneneneseneneneneneaeaeaeaeaeaes 22 STE Te gn 23 PN 24 FOT ge EEE 24 Gomo lee le 24 DOCUM S ae 25 Assignments E 26 EE Ee 29 EN SG 29 PROVISION e EEE EE 30 SJ EE EE KE EE ET 31 Assignment Specialties aans en venen rennen venen venene venen ennennn 31 JOD 0 01010 g 11 SS NN 32 VIOW S E 33 Open Door Technology Inc PICTURES INDEX HR Employee Card General tab 1 HR Employee Card Communication tab 3 HR Employee Card Administration tab 5 HR Employee Card Personal tab 7 HR Employee
4. Once chosen it will ensure that any documents sent through choosing the function menu at the bottom of the screen and create communication will be sent in the language designated here Salutation Code Open Door Technology Inc Administration tab Human Resources gt Employees Administration tab EB SOOT Cary P Grant FR enuluyse Gard General Communication Administration Personal Payroll Employment Date L i 08 25 2003 Original Date of Hire 08 25 03 dee SS Emplymt Contract Code p Inactive Date Statistics Group Code TEACH SUB Cause of Inactivity Code Salespers Purch Code EN Manager No i W Termination Date 1 1 Union Code Grounds For Term Code Union Membership Mo Overall Score for Qual HR Class Code HR Status Overall Score for Refe Overall Score for Revi Overall Score for Expe vendor No Overall Score For Addt Overall Score AssignmentsiCurrent Qualifications Experience Affiliations Education Reviews Managers Additional Info Assignments Employer Facility Position Position Assignment Assignment Effective F T No Code Facility Description Type Code Code Description Blocked Date End Date Equive EEE SUB 003 Alexander Mackenz
5. Comments can also be attached to the Employee Affiliation records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 22 Experience The Employee Experience table shows any records that you have of the employee s work experience outside of your organization Human Resources gt Employees Experience El Fa BLU Cary R Grant Employee Experience Employee Mo Employee Marne Start Date End Date Company EMPOOO1 Cary R Grant 901187 06 30 93 ABC s of Learning Employee Experience Available as Reference If this is checked and the Principal Supervisor Name and Supervisor Phone Number is filled in the system will create a Reference in the Employee Reference table with as many fields as possible completed Verify that this is true If you delete the information the reference table is not updated Comments can also be attached to the Employee Experience records and the Open Door Notepad feature can be used here as well if it has been installed Qualifications Use this table to view the employee s Qualifications Qualifications are those skills traits or attributes that indicate that the employee is able to perform certain job functions Human Resources gt Employees Qualifications Ea ELD Care H Grant Empire Oiler ir Employee Expiration Qualification Qualification No Employee Name From Date To Date Date Code Placement Type EMPOOO1 Cary H Grant
6. Human Resources gt Employees Payroll tab sl EU Caper P Grant pl Employee Cart General Communication Administration Personal Payroll TEACHSTRF E MONTHLY Case Code Pay Cycle Code 1 Resource No Default Work Reportin SKTAX Default Wark Type Code FE De AOON PIST 0 6000 Default Facility Code pos Certification No Certification Description PR A 2002 AssignmentsiCurrent Qualifications Experience Position Position Type Code TEMP TEAC CONTIN TEAC Employer Facility No Code Facility Description SUB 003 Alexander Mackenz TEACH 012 Robert Borden Hig HR Employee Card Payroll tab Class Code Pay Cycle Code Resource No Default Work Reporting Default Work Type Code F T E Default Facility Code Certification No Certification Description Social Insurance No CPP Exempt El Exempt 141111118 Social Insurance Mo PP Exempt EI Exempt Salaried Override Insurable Hours RPP or DPSP he Education Reviews Managers Additional Info Assignments e E Equiv Of Dr Effective Blocked Date 08 25 03 09 01 05 Assignment Assignment Code Description SUB Sub Sal P YP 5c TEACHER Tchr Contract 5 End Date Open Door Technology Inc Salaried Override Insurable Hours RPP or DPSP Open Door Technology Inc 10 EMPLOYEE CARD SUBFORM
7. Search Name Job Title Last Date Modified 05 23 2006 First Mame Cary Preferred First Name Last Name Preferred Last Name Middle Marne Initial Suffix Initials Full Mame Cary R Grant Phone No 306 888 8887 Extension Blocked AssignmentsiCurrent Qualifications Experience Affiliations Education Reviews Additional Info Assignments Employer Facility Position Position Assignment Assignment Effective F T No Code Facility Description Type Code Code Description Blocked Date End Date Equive SUB 003 Alexander Mackenz TEMP TEAC SUB Sub Sal P P 5c O8 25 03 IN TEACH 012 Robert Borden Hig CONTIN TEAC TEACHER Tchr Contract 5 09 01 05 IN Ki HR Employee Card General tab The employee card contains information that is shared between Human Resources and Payroll and any changes made to this information are done in real time It is important that each department make their changes in a timely manner as the other department is depending on the accuracy of the information For example When an assignment ends and an end date is not entered the employee will continue to be paid for this assignment General tab No When this field is set up to be automatically filled tab off the field to populate it with the next available number in the series If the field is set for manual entry enter the desired ID This ID number must be unique Job Ti
8. TEMP TEAC SUB Sub Sal P P 5c O8 25 03 IN TEACH 012 Robert Borden Hig CONTIN TEAC TEACHER Tchr Contract 5 09 01 05 IN El HR Employee Card Administration tab Employment Date Enter in the first day of work For a new employee this is the start date for a returning employee this is the first day worked since their last ROE Status The system defaults to active Having the status as inactive or terminated does not stop payroll processing but status needs to be terminated to generate an ROE However this is used to determine your number of active employees which is limited by your licensing agreement Inactive Date The date that they became inactive possibly due to mat leave disability or injury for example Cause of Inactivity Code Select a code for the inactive employee This field along with the Status and Inactive Date fields provides supplemental information for employees defined as inactive Termination Date Enter the date on which the employee was terminated due to retirement or dismissal for example This field along with the Status and Grounds for Term Code fields provides supplemental information for employees defined as terminated Grounds for Term Code Select a termination code for the employee who has been terminated This field along with the Status and Termination Date fields provides supplemental information for employees de
9. Alternative Address ad EMPOUU Cany R Grant SUMMER COP Alternate Address Cand E EO General Communication zi pk Address Address 2 Province State Postal ZIP Code Wai 3F4 Phone ho 1 604 123 1234 L Address zl mp Alternative Address Card You can have unlimited number of alternative addresses but only one address can be active at any given time Each Alternative Address must have a unique code for a particular employee Open Door Technology Inc 15 You can also add comments to the Alternative Address Card sl EM PUU Burg Grant HR Employee tand Personal Payroll Address t Address 2 aar Province State I Posta Country Code 1 1 1 1 Alt Address Code Alt Address Start Date Alt Address End Date Administration General Communication To set an Alternative Address active go to the employee s Personal Tab and select the Alternative Address code from the list that you already created and specify the date range the alternative address will be active Any Correspondence sent to the employee during those dates will use the Alternative Address Outside of this range the address indicated on the Personal tab is the address used Name History Human Resources gt Employees Name History SEU e E lee pat Sayu Emdloyss uge nisin Effective Employee Name Date Employee End Date First Mame Last Mame Eliza
10. Card Payroll tab 9 Employee Card Subforms 11 Employee List nennen enen 13 Comment heet 13 Open Door Notepad Import 14 Comment heet 14 Employee Pictur ennen 15 Alternative Address Card 15 Employee Name History 16 Employee Relatives nnen 17 Misc Article Information 17 Confidential Information 18 Employee Managers 18 Employee Interviewe 19 Employee Heierences 20 Employee Reviews nanne enen 20 Employee Additional Info 21 Employee Education en 22 Employee AffiliationS nn 22 Employee Experience unne 23 Employee Qualifications 23 Employee SpecialtieS 24 Employee Absences nnee 24 Employee Correspondence 24 Employee Documents 25 Employee Assignments General tab 26 Employee Assignments Other tab 27 Employee Assignments Audit tab 28 Employee Assignment Dimensions 29 Employee Assignment Specialty 29 Employee Assignment Histories 30 Employee StepS aanneem 31 Employee Assignment Specialty 31 Employee Job Opportunity 32 Open Door Technology Inc ji EMPLOYEE CARD Human Resources gt Employees General tab E EMP00O01 Cary R Grant HR Employee Card General Communication Administration Personal Payrall EMPOOOL z
11. are created during setup Comments can also be attached to the Interview records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 19 References Human Resources gt Employees References El AA BUD Core H Grant Erol RETETENCES Employee Reference No Employee Name Mame Relationship is Employee Company Title EMPOOO1 Cary R Grant Mae West Former co worker School District Vice Principal Reference w Employee References Score Score codes are created during setup Comments can also be attached to the References records and the Open Door Notepad feature can be used here as well if it has been installed Reviews This table tracks any Performance Management or other employee interactions Human Resources gt Employees Reviews ESO an ft Gant gt Erol Ho lous Employee Review Location No Employee Name Type Description Date Time Type EMPOOOL Cary R Grant ANNUAL Annual review 03 01 FO Internal Employee Reviews Type Type codes are created during setup Time Enter the time using a 24 hour clock and it will display the time showing AM or PM For example enter 1345 and the time will display as in the example above Location Type Internal or External Location If the Location Type is Internal you can select from the list of your Facilities If the Location Type is External you can type in the name or address of the exter
12. ART LEVEL E Internal F EMPOOOL Cary H Grant ENG LEVEL F Previa Qualification Employee Qualifications Comments can also be attached to the Employee Experience records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 23 Specialties Human Resources gt Employees Specialties El Erplug oy Wet fe liters Employee Level No Employee Mame Type Code Description Level Description Comment EMPOOOL Cary R Grant Subject ART Fine Arts GRADE 10 Grade 10 Employee Specialties Absences Human Resources gt Employees Absences E Employee Absences Absent Absence Cause of Dispatched C Employee Employee Employer Document Absence Absence Employer E Mo Mame No No Date Days H Absence Day Code No AB5000708 03 02 05 1 Wednesday PLS SUB Grant Cary TEACH ABS000754 05 15 05 0 4 Tuesday PLS SUE Grant Cary TEACH ABS0D0765 03 22 05 0 6 Tuesday PLS SUB Grant Cary TEACH ABSODL451 094 22 05 1 Friday PLS SUB Employee Absences Correspondences Human Resources gt Employees Correspondences E EMP0001 Cary R Grant Employee Correspondence Employee No Date Sent File Path Delivery Type EMPOOQ1 09 01 05 CAEmployee CorrespondencelGrant E Mail Employee Correspondence Open Door Technology Inc 24 Documents Human Resources gt Employees Documents ENEN POI Gp e Brani gt Filolbyas Duste
13. Core Get gt Fulbyas Aosjerent suey li D n Jaen ee ck Grade Level Equivalent Start Date EndDate GRADE 8 0 00 Employee Assignment Specialty Open Door Technology Inc 29 Revision History Tracks each change in the Assignment fields for the currently selected Assignment Human Resources gt Employees Assignments Assignments button Revision History ment lis tories Effective Employer Facility Position Position Assignment FT Changed Field Name Date End Date No Code Type Code Gade BE ki Oon1imz SUB a00 TEACH 12 SUB 09 01 03 SUB 005 TEACH 12 SUB Facility Code 09 01 03 SUB 014 TEACH12 SUB 1 Facility Code 097 01 03 SUB O06 TEACH i SUB Employee Assignment Histories Employee Replacing amp Replacement Example Mary Pickford is going on Maternity Leave Bette Davis will replace Mary as a Library Tech while she is gone Step 1 Go to Mary s assignment and end her current assignment as of her last day of work You may enter an End Reason Code to indicate that she is going on Mat Leave Step 2 Mary needs a new assignment to put her on Mat leave Give her the same position at the same facility but the F T E will be 0 The effective date will be the first day of her Mat leave and the end date will be the estimated return date The absence reason will be Mat Leave Depending on policy contractual and or legislative obligations you may be required to return her to the sa
14. LO Grace Kelly Principal Ol Active kalem Employee Managers This window displays the names of the principals or position managers for the employee s current assignments This information should be updated from time to time by running a utility from the Periodic Activities menu Open Door Technology Inc 18 Interviews Human Resources gt Employees Interviews SS APL Cape P Grnt Emuluyse iter yey Employee Interview Location ho Employee Name Type Description Date Time Type Location k EMPOOO1 First Interview 0430 05 Internal 212 EMPOOOL Cary R Grant GRIEVANCE Grievance 02 15 05 Internal 203 Re Employee Interviews This window is used to track employee interview information You can create various interview codes called Type such as First Grievance Discipline etc Type Type codes are created during setup Time Enter the time using a 24 hour clock and it will display the time showing AM or PM For example enter 1345 and the time will display as in the example above Location Type Internal or External Location If the Location Type is Internal you can select from the list of your Facilities If the Location Type is External you can type in the name or address of the external location Job Opportunity No Future functionality Facility Employer No Position Hours Week Future functionality This data will default from the Job Opportunity if one is selected Score Score codes
15. S There are nine tabs at the bottom of the Employee Card These tabs are designed to allow you to quickly view data about that employee This data is kept in subsidiary tables All the HR subsidiary tables are accessible from the Employee button The advantage of using the tabs is that you can quickly scan any data displayed on the tab The advantages of gong to the Employee button and opening the form is that there are usually more lines of data on the subsidiary form and more information Often because of special programming logic on the form you are not permitted to edit data on the tab Also only a few of the subsidiary tables are available on the tabs the Employee Button allows access to all of the subsidiary tables Human Resources gt Employees Assignments Current Qualifications Experience Affiliations Education Reviews Managers Additional Info Assignments Employer Facility Position Position Assignment Assignment Effective F T No Code Facility Description Type Code Code Description Blocked Date End Date Equiv F SUB 003 Alexander Mackenz TEMP TEAC SUB Sub Sal PIVP GC 08 25 03 D TEACH 012 Robert Borden Hig CONTIN TEAC TEACHER Tchr Contract 5 O9 01 05 Ot E Jl eg B Employee Card Subforms Assignments Current The current work date is used to determine which assignments are current You cannot create change or delete assignments from this tab However you can look at the specialt
16. ated with the description of the level chosen when completing the level code field Blocked Used only when the assignment was created and assigned to an employee but never started because the employee didn t show or changed his or her mind etc It might be kept for the sake of history Blocked should never be used to intermittently not pay someone for other reasons because when the assignment resumes and the block is removed there is no history to show that anything had changed for this period of time Specialty Indicates if there are Specialty Subsidiary records for this assignment You can access the Subsidiary table either by clicking on the drill down next to the Number of Specialty or by clicking on the Assignments Button gt Specialty Assignment Status Initial entry creates a record where status open What are the different colors and what are the meanings Assignment code dictates the g l code Human Resources gt Employees Assignments Other tab ES Ei Erp Grant Enny Hosiden Assignment Employee Effective Employer Facility Budget Program Position Position Status No Date End Date No Code Manager Code Type Code PAYROLL APPR EMPOOD1 08 25 2003 SUE O03 106 O00 TEMP TEACH 12 PAYROLL APPR EMPODOI 08 25 2003 08 31 2005 TEACH 003 106 O00 CONTIN TEACH 12 PAYROLL APPR EMPOOOL o9 01 2005 TEACH O12 112 CONTIN TEACH 12 ME General Other Audit Start Reason Code REG fr Replacement
17. ature can be used here as well if it has been installed Miscellaneous Article Information Human Resources gt Employees Misc Article Information zel ELLE Creer Get use Ariels Jfurgetjur Misc Article Code Description Serial Mo From Date To Date CELL Cellular Telephone 123456789 O1 01 05 KEY Key Key to Facility 003 O1 01 05 Lee Misc Article e Misc Article Information Miscellaneous Article codes are used to track items such as laptops keys security codes that are given to employees You can have unlimited number of records for any employee Comments can also be attached to the Miscellaneous Article records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 17 Confidential Information Human Resources gt Employees Confidential Information zl Fy ML Bier Greront Conftdsntiatloforoeatior SEE Confidential Code Description Comment GRIEVANCE Grievance Comment Confidential e Confidential Information Confidential Information codes are used to track employee information such as RRSP information Insurance Salary Stocks Retirement etc Managers Human Resources gt Employees Managers Se PVCU GET R Cait employee ha pees Employee Manager Facility Employee Ro Employee Name ha Manager Name Type Primary Code Comment Status EMDOUOT Cary H Grant EMPOOOS Alec Guinness Manager 003 Active EMPOOOL Cary R Grant EMPOO
18. beth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Elizabeth Taylor Gl SS Employee Name History 05 06 50 01 30 51 01 21 52 01 27 57 02 02 57 03 23 58 05 12 59 EICH 03 15 64 06 27174 01 29 51 01 20 52 01 26 57 02 01 57 03 22 58 05 11 59 SIDE EA TEETE 06 26174 10 09 75 Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Elizabeth Hilton Taylor Wilding Taylor Todd Taylor Fisher Taylor Burton Taylor You can have unlimited number of records for any employee Comments can also be attached to the Names records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 16 Relatives Human Resources gt Employees Relatives Ea Ft Bier p rant Ernie Hab yes Relative Code First Mame Last Name Birth Date Phone No Comment EMERG Anne Grant 01 01 94 306 111 1111 CHILD Anne Grant 01 01 94 306 111 1111 IN LAN Don Dyck Employee Relatives Relative codes are created during setup This can be used to track Emergency Contacts If it is used for emergency contacts be sure to create the Emergency contact first so it will be listed at the top You can have unlimited number of records for any employee Comments can also be attached to the Relatives records and the Open Door Notepad fe
19. dit tab Ed Ft Can R Grani Employee Assignments Ex Assignment Employee Effective Employer Facility Budget Program Position Position As Status Mo Date End Date No Code Manager Code Type Code PAYROLL AFPR EMPOOOL 08 25 2003 SUE O03 106 UO TEMP TEACH 12 PAYROLL APPR EMPOOOL 08 25 2003 08 31 2005 TEACH 003 106 O00 CONTIN TEACH 12 PAYROLL AFPR EMPOOOL 09 01 2005 TEACH O12 112 CONTIN TEACH 12 SS General Other Audit Created F OPEN Date 08 16705 Created By ODT OPEN By ODT Last Modified HR RELEASED Date 08 16 05 Last Modified By Ont HR RELEASED By ODTHR Last Reviewed i PAYROLL APPROVED D 03 07 06 Last ReviewedBy zi PAYROLL APPROVED By ODT Employee Assignments Audit tab Last Modified Date This date is auto generated when changes are made to this assignment record Last Modified By This will auto populate with the user ID of the individual that last modified the assignment Open Door Technology Inc 28 Dimensions Human Resources gt Employees Assignments Assignments button Dimensions El Er pl ug ssi nnani Uiranslo ms Dimension Code i Dimension value Code 06 BUDGET MANAGER OY PROGRAM Employee Assignment Dimensions Speciality Human Resources gt Employees Assignments Assignments button Assignment Specialties zl Fy ML
20. e Seniority Start 01 01 01 Alt Address Start Date Alt Address End Date Birth Dake Gender ka Mode of Transportation ssignmenksi Current Qualifications Experience Affiliations Education Reviews Managers Additional Info Assignments Employer Facil Facility Description Positio Positio Assignme Assignment Des Blocked Effecti EndDate EI SUB 003 Alexander Mackenz TEMP TEAC SUB Sub Sal DIV 5c STEE TEACH 012 Robert Borden Hig CONTIN TEAC TEACHER Tchr Contract 5 Der 05 nn B HR Employee Card Personal tab Address Unit Address 2 City Province State Postal Code Country Code Alt Address Code This is a table that stores the address of a place that this person may also be living at Alt Address Start Date Alt Address End Date The ability to establish what dates that they will be living at this alternate address possibly they have a cabin and they live there in months of June July and August Birth Date enter their birth date This birth date field is used by payroll calculations to recognize if they are underage for CPP or overage and should not be charged Gender Choose from the drop down box Open Door Technology Inc 7 Teacher Out of Scope Support Seniority Start Mode of Transportation Open Door Technology Inc Payroll tab
21. eral tab This form is split in two parts The top half lists all existing records of the employees past current and future assignments The bottom half shows the field information about the currently selected record General tab The General tab contains all the fields critical to processing payroll as well as a field indicating if Specialty sub records exist for this assignment End Date The end date is date when the assignment will finish If that is not known leave it blank Position Type Position Type codes are created during setup F T Equivalent Full time equivalent is the amount that describes what the assignment is equivalent to when comparing it to full time hours 1 0 is full time 5 is half time etc FTE must be completed in order for the system to initiate pay Hours By entering the FTE for the position it will calculate the hours Cause of Absence Code When an employee is taking long term leave of this position a cause of absence code must be chosen Facility Description Auto populated with the name of the facility chosen when completing the facility code field Position Description Auto populated with the description of the position chosen when completing the position code field Assignment Description Auto populated with the description of the assignment description chosen when completing the assignment code field Open Door Technology Inc 26 Level Description Auto popul
22. fined as terminated Open Door Technology Inc 5 Scores You can evaluate employees in the following areas e Overall Score for Qualification e Overall Score for References e Overall Score for Reviews e Overall Score for Experience e Overall Score for Addt Info Overall Score Original Date of Hire Emplymt Contract Code Select the employment contract code for the employee which indicates the type of contract the employee is working under Statistics Group Code Select a statistics group code to assign to the employee for statistical purposes Salespers Purch Code Used if the employee is a purchaser Manager No In this field select the employee number of the employee s manager or person to whom they report Union Code Choose the union code that applies to this employee Union Membership No Enter the union membership number assigned to this employee HR Class Code Used to assign default Qualification and Other Information Overall Scores optional Scores are entered in Setup example 1 Poor 2 Acceptable etc HR Status Vendor No Open Door Technology Inc Personal tab Human Resources gt Employees Personal tab sl EMU Ger Gat r Employee Gand General Communication Administration Personal Payrall Address Unita 12345 102 Street Teacher Address 2 po Outef Scope El Province State Posta 59L ORG Country Code alt Address Cod
23. gt Employees Employee button List Employee List Default Cause of Last First Middle Facility Inactivity Term Full Mame Mame Mame Mame Code Default Facility Mame Status Code Date Spencer Tracy Tracy Spencer 000 Mail Cuts Active Vivian Lee Lee Vivian 014 WL Mackenzie King El Terminated Dennis Ens Ens Dennis 018 Louis St Laurent Sc Active Wesley Ens Ens Wesley 019 John Diefenbaker Sc Active GERBER Gerald Gerbrandt Gerbr Gerald 000 Mail Outs Active GIFFORD Clint Gifford Gifford Clint 015 WL Mackenzie King Active GIGMAC Alain Gignac Gignac Alain 015 WL Mackenzie King Active GILES Harry Giles Giles Harry 005 John Thompson School Active GRAV Donald Grav Gray Donald 014 WL Mackenzie King El Active JAMES Grant James James Grant 000 Mail Outs Inactive GRAHAM Manley Graham Graham Manley 009 Wilfred Laurier Eleme Active HAGAN Norman Hagan Hagan Norman 000 Mail Cuts Active 3 mm Employee v Employee List This pulls up the same list that F5 or the List Icon on the Toolbar Use the list to find and select a different employee profile Comments Human Resources gt Employees Employee button Comments I Folk Cars ft Get gt Eurnssene Gea Date Comment O1 01 05 He was in Father Goose and To Catch Thief Comment Sheet When you add comments here the icon on the General tab will change to indicate that there are co
24. ies by placing a cursor on the desired record and Employee Button gt Specialties See also Employee Button gt Assignments Qualifications See also Employee Button gt Qualifications Experience See also Employee Button gt Experience Affiliations See also Employee Button gt Affiliations Education See also Employee Button gt Education Reviews See also Employee Button gt Reviews Managers See also Employee Button gt Managers Additional Info See also Employee Button gt Additional Info Assignments Displays all this employee s Assignments not just the current ones Note that you cannot readily access the Specialty records associated with the selected line on this tab See also Employee Button gt Assignments Open Door Technology Inc 11 EMPLOYEE BUTTON List F5 The Employee button at the bottom of the Employee Comments Card provides access to various subsidiary tables for an ee Se Shift HCtrl D employee In this manual we will cover each of these we employee data subsidiary tables Alternative Addresses Name History Relatives Misc Article Information Confidential Information Managers Interviews References Reviews Additional Info Education Affiliations Experience Qualificakions Specialties Preferences Absences Correspondences Documents Assignments Steps Assignment Specialties Job Opportunities Open Door Technology Inc 12 List Human Resources
25. me position at the same facility or you may simply be required to find her a similar posting You can use the Reassign To field to indicate one of these alternatives The Start Reason code for this line should indicate that she is going on Mat Leave Enter Bette s ID in the Replacement Job Share field If desired you can also enter an End Reason code of Return to Work Step 3 Mary s record is complete but now Bette needs to be put on assignment In Bette s assignment record we will give her an assignment with the position facility and F T E information that Mary had You can use a Start Reason to indicate that they ve accepted this temporary position In the replacing field choose Mary s ID since this assignments was given to Bette as a replacement for Mary You can enter the appropriate End Date and End Reason codes as desired Open Door Technology Inc 30 Steps zl EMPO001 Cary R Grant Employee Gian Effective Date Step Pay Level PayLevel Position Code Prorata 0901 04 CLASS 4 H TEACH 12 09 01 104 CLASS 4 D TEACH 12 MOD 50 748 00 Employee Steps Enter a grid step class and experience for each position that the employee has The system uses the Employer Step Experience and Position to determine the employee s rate of pay based on the grid rates tables set up from the Employer card It is important that you have a step for each Employer Position combination that this employee is doing The Effective Date should be o
26. mments attached Comment lines are 80 characters long Tip If you go to the Comments Button and click on Import the ODT Notepad Import function will open allowing you to disregard the 80 character limit when typing or copying When you close the Import function it will place the information in the Notepad onto multiple comment lines for you Open Door Technology Inc 13 Human Resources gt Employees Employee button Comments Comments button b Jos Voor Notepad Inport Once told by an interviewer Everybody would like to be Cary Grant Grant is said to have replied Soa would L His early years in Bristol England He left school at 14 lying about his age and forging his fathers signature on letter to join a troupe of knockabout comedians He learned pantomime as well as acrobatics as he toured in the English provinces picked up a cockney accent In the music halls in London and then in July 1920 he was one of eight selected to go to America He would stay in America Mae West wanted Grant for she Done Aim Wrong 193551 because Grant combined virility with the aura and bearing of a gentleman In the 19508 and early 1960s he had invented a man otthe world persona and a style of high comedy with polished words In To Gatch a Tmel 19551 he and Grace Kelly were allowed to Improvise some ofthe dialogue They knew what the director Alfred Hitchcock wanted to do with the scene rehearsed It put In some clever d
27. n or before the first day of the Pay Cycle in which it is effective For anew employee be sure to enter an Effective Date that is on or before the Start Date of the employee s first pay cycle Assignment Specialties el FELL Cree Brat Epy E Mesias Specat FAR Subject Grade Level Equivalent Start Date End Date DRAMA GRADE G 0 00 Employee Assignment Specialty Open Door Technology Inc 31 Job Opportunities El Fj MH Erol Inn Qugnpt fk Job Genen Employee Application SalaryWage Willing to No No Employee Name Status Date Expectation Relocate Availab 10600002 0 00 SCH Job Opp ll Heb Employee Job Opportunity Open Door Technology Inc 32 PAYROLL BUTTON The Payroll button accesses different subsidiary tables for this employee They are generally used by the payroll staff In this manual we will not cover these subsidiary tables of employee data VIEWS QUERY SCREENS Open Door Technology Inc 33
28. nal location Score Score codes are created during setup Comments can also be attached to the Employee Reviews records and the Open Door Notepad feature can be used here as well if it has been installed Open Door Technology Inc 20 Additional Info Additional Info allows you to capture data about an employee that your organization would like to track but may not fit with any of the records and fields in the standard employee profile Human Resources gt Employees Additional Info Ed Sun Cary i Grant onbe Additional lary EE Fi SH Ti il Additional Additional Employee Info Class Info Class Additional Info Effective Date 1 M Employee Mame Code Detail Description Date Date 1 Caption Value Date 2 Caption Cary H Grant DEM OG GEN Genera Date of Birth 12 05 76 Citizenship b EMPOOOL Cary R Grant FIRST AID FIRST AID First Aid Certificate Date 04 30 04 Expiry Date am General Certificate Date 04 130 04 Expiry Date 1104 3007 Cp Employee Additional Info The screen displays two parts The top displays all the field captions and the field contents for each record The bottom also shows the field captions and the field contents but only for the selected record When entering a new record once you have filled in the Additional Info Class Code and the Additional Info Class De
29. ouble entendres that got past the censors and then the scene was filmed His biggest box office success was another Hitchcock 19505 film North De Northwest 1959 ts Date Comment O1 01 05 He was in Father Goose and To Catch a Thief 05 26 06 Once told by an interviewer Everybody would like to be Cary Grant Grant is said to have replied So would 1 His early wears in Bristol England He left school at 14 ling about his age and Forging his Father s signature on letter to join troupe of knockabouk comedians He learned pantomime as well as acrobatics as he toured in the English provinces picked up cockney accent in the music halls in London and then in July 1920 he was one of eight selected to op to America He would stav in America Mae West wanted Grant For She Done Him Wrong 19331 because Grant combined virility with the aura and bearing of gentleman In the 19505 and early 19605 he had invented a m an of the world persona and style of high comedy with polished words In Comment Sheet This feature is only available if installed on the workstation or server running Navision Open Door Technology Inc 14 Dimensions Not used in Education Suite Picture Human Resources gt Employees Picture ctore d Employee Picture The picture must be a bit map To add a picture click on Picture gt Import Alternative Address Human Resources gt Employees
30. rant HR Employee Card General Communication Administration Personal Payroll 306 888 8887 Language Code 7 Salutation Code Correspondence Documents 4ssignments Current Qualifications Experience Affiliations Education Reviews Managers Additional Info Assignments Employer Facility Position Position Assignment Assignment Effective F T No Code Facility Description Type Code Code Description Blocked Date End Date Equive SUB 003 Alexander Mackenz TEMP TEAC SUB Sub Sal P P 5c O8 25 03 IN TEACH 012 Robert Borden Hig CONTIN TEAC TEACHER Tchr Contract 5 09 01 05 IN OO B Employee 2 L Sed v HR Employee Card Communication tab Phone No This is the employee s work number This field is linked to the Phone No field on the general tab and will update accordingly Extension If applicable at this office number Company E Mail The employee s assigned company email address If this field has been entered selecting the icon beside the field opens an Outlook new message window addressed to this address Home Phone No Pager Mobile Phone No Fax No Fill in as applicable E Mail Personal email address If this field has been entered selecting the icon beside the field opens an Outlook new message window to this E Mail address Correspondence Documents Open Door Technology Inc 3 Language Code
31. tail move off the record and back on to have the bottom of the form display the correct captions for this record type You can also add several default records for employees by entering an HR Class on the Administration Tab This will add all the default records for this class This is typically done for new employees There is also a method to mass add records for a group of employees See the section on Periodic Activities Need additional information on the functionality of this form Examples of possible uses Open Door Technology Inc 21 Education Human Resources gt Employees Education el FLL Core FG rat gt Employee pancatan Education Employee Expiration Course No Employee Mame From Date To Date Date Type Description EMPOOO1 Cary R Grant 090194 04 30 99 UG D Bachelor of Education T Education wv Employee Education Type Education Type codes are created during setup Score Score codes are created during setup Comments can also be attached to the Employee Education records and the Open Door Notepad feature can be used here as well if it has been installed Affiliations Affiliations are volunteer or professional groups to which this employee belongs Human Resources gt Employees Affiliations REMO Car Get Erna Ku tons Employee Employee Marne Start Date End Date Organization City Provin Cary R Grant 01 01 94 Canadian Red Cross Saskatoon DEER Employee Affiliations
32. tle This is an optional field for information purposes First Name Current first name Last Name Current last name Middle Name Initial Type the middle name in the first field and the system will put the initial Open Door Technology Inc 1 into the next field Suffix For example Jr PhD CA Initials System populated based on the first middle and last initials Full Name System populated based on the first and last names Phone No This if for the employee s work number Be sure to use consistent number format le 999 999 9999 999 999 9999 Extension This the extension number for the employee s work phone if applicable Search Name This defines how you would like to search for the employee The system automatically populates this field based on the last and first names but you can edit this field as you choose Last Date Modified This is a system generated date that updates whenever the information on the employee card is modified Preferred First Name This is an optional information only field Preferred Last Name This is an optional information only field Blocked Placing a checkmark in this field prevents this employee from being paid NOTE Changing the employee status under administration does not prevent the employee from being paid Open Door Technology Inc 2 Communication tab Human Resources gt Employees Communication tab EMP0001 Cary R G
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