Category: General Settings

System Email Account Setting

In order for PeopleWerksHR to send out letters or notifications to others, an e-mail account needs to be set up.  This is done in the System Administration section in the Admin/Config menu.

For further information, contact PeopleWerksHR Support.

Operational Defaults

There are many system settings set in the Operational  Settings section found in the General Settings section of the System Administration & Functional Settings in the Admin/Config menu.

These settings are generally established at system installation time and are infrequently changed:

  • Employee ID
  • Login ID formats
  • System created email formats
  • Salary calculation settings
  • Archive check for new employees
  • Assets check for leaving employees
  • Days in queue for specific USPS integration transactions

Fiscal Year Setting

The current and next year fiscal year designations are set in the Operational  Settings section of the System Administration & Functional Settings in the Admin/Config menu.

If you are updating this fiscal years after the Fiscal Year Start Date, simply click on the Update Fiscal Years button and it will reset the current and next year dates.  If you want to set the fiscal years before the Start Date, then simply enter the Current Year and Next Year dates.

 

Employee Status Defaults

Employee Status Defaults and Settings are set in the Employment Settings section of the System Administration & Functional Settings in the Admin/Config menu.

When entering a new person, the system can be set to default the Employee Status to “Active” or “New Hire” or any of the statuses  that you have created in System Data.  This setting can be changed at different times of the year.  For example, during the spring months as people are being hired to start in the fall, they could be entered with a default status of “New Hire”.  However, after the beginning of the fiscal year, you could change the default status for new hires to “Active” such that any new people you add to the system will default to “Active”.  Again, this is a default setting used to speed up data entry but that can be overridden when entering a new person.

It is important to select the statuses that indicate “active” people so that the personnel list on the home page includes the people you want and that certain reports will know which people to include.  Check the boxes for the “active” statuses.

It is also important to select the end of work statuses since the system performs certain functions when an employee leaves employment.  Check the boxes for the “termination-type” statuses.

Background Check Defaults

Federal and state background check defaults are established in the Employment Settings section of the System Administration & Functional Settings in the Admin/Config menu.

These defaults are used to calculate the expiration date upon entering when a background check was done.

Seniority and Service Years Defaults

Seniority and Service Year defaults can be established in the Employment Settings section of the System Administration & Functional Settings in the Admin/Config menu.

These defaults can be set for use in various system processes that  relate to crediting time (service years) to an employee.

Position Status Defaults

Position Status defaults for Positions can be established in the Employment Settings section of the System Administration & Functional Settings in the Admin/Config menu.

The options for the Position Status dropdown list are setup in the  System Data Management section.

The Position Status can be used in the Position Listing to indicate if a position is filled, open, partially filled, on hold, etc.  Although the Position Status can manually be entered for the Position, it can be automatically updated base on the usage of the Approved FTE field and the employee job FTE field.