In the Personnel record, basic information can be tracked about an employee.
When entering a new person, the First and Last Name are required fields. The Preferred Name will default to the First Name unless manually entered.
When editing a first or last name for a name change, click on the Edit Name-IDs button to make the change. The system will record the previous name in history and will include it in any name searches.
The Employee ID can default to a sequential number or can be entered. The Employee ID is often an ID that is used in payroll which allows for payroll to run needed reports from PeopleWerksHR.
The Social Security Number is a secured field and requires an encryption key to be able to view it normally. Certain users have been given this key which is entered on the home page under My Settings. Contact your HR admin or PeopleWerksHR Support for assistance.
The State ID is used primarily in Ohio to link to the ODE license system.
The Personnel Type field is used to identify whether a person is an employee, substitute, or volunteer. It is possible that someone has more than one personnel type for example if they have a part time job as an employee and also are a substitute. To update the Personnel Type, click on the Edit Work Summary button and check the boxes that apply.
In Ohio, if a person has a State ID, it should be entered to allow for the automatic update to happen from the ODE License integration.