Category: System Data Management

Employee Leave Management Lists

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry.  Employee Leave management related lists are:

  • Leave Statuses – these are pre-configured
  • Leave Type/Reasons
  • Leave Calendars – two calendars are used for counting leave days.  The Holiday calendar is sent up one time for the year and is applicable to all employees.  The Work calendars are set up for different groups of employees based on their work days.
  • Calendar Day Types – used in setting up the calendar
  • Leave Rules – advanced feature used when tracking leave balances
  • Leave Rules Groups – advanced feature used when tracking leave balances

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options.  Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.

Benefits Lists

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry.  Benefit-related lists are:

  • Benefit Plans – Specific plans for benefit categories of medical, dental, vision, insurance, etc..  Data includes rates for employee and employer payments, frequency of payments, etc.
  • Coverage Types – Types such as Family, Employee+1, Single, etc.
  • Coverage Tiers – Tiers such as dollar amounts for insurance.
  • Benefit Status – Statuses for plans as well as employee statuses such as active, ineligible, denied, waived, etc.

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options.  Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.

Education Lists

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry.  Education related lists are:

  • Education Levels
  • Education Options
  • Education Licenses
  • Education License Endorsements

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options.  Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.

Organization Lists

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry.  Organization related lists are:

  • Organization
  • Employers
  • Buildings
  • Building Rooms
  • Work Times
  • Master Work Schedules

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options.  Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.