In this topic you will learn how to Add a Person - Classified.
Note: Before you add a person, search for the person first to see if the person exists in the system. If the person is not in the system proceed to add a person.
Click the Main Menu button.
Point to the Workforce Administration menu
.
Point to the Personal Information menu.
To add a new person navigate to: Workforce Administration menu>Personal Information menu>click the Add a Person menu.
Click the Add Person button.
Click the Look up Birth State button.
Click the Texas link.
Click the Female list item.
Click the Marital Status list.
Enter the desired information into the National ID field. Enter "9 - digit Social Security Number".
NOTE: Verify that the Primary ID box to the right of the National ID field is checked.
Click the Contact Information tab.
Enter the desired information into the Address 1 field. Enter "2233 Main Street".
NOTE: The Address 1 field has a limited number of characters. Use the Address 2 field for apartment numbers, P. O. Box information, etc.
Click the Look up Parish button.
You may enter the first character of the Parish in the Description field and click the Look Up button.
Click the Look up Ethnic Group button.
Click the HISPA link.
Click the Add Relationship button.
NOTE: Once you click the Add the Relationship button, the system will automatically assign the employee an ID number.
Click the Reason list.
Enter the desired information into the Position Number field. Enter "00017616".
NOTE: Once the Position Number is entered, the system will automatically populate the appropriate information into the remaining fields when you navigate away from the field.
Click the Payroll tab.
Click the Look up Pay Group button.
Click the Look up Holiday Schedule button.
Click the Compensation tab and then scroll to the bottom of the page.
Click the Look up Holiday Wrkd button.
Click the Look up Rate Code button.
Click the Calculate Compensation button
Click the Look up Benefit Program button.
Click the OK button.
Click the Save button.
The Effective Date defaults to the current date. Depending on when you are entering the employee's information into the system, you may need to change the Effective Date. The Effective Date is be the employee's hire date.
The employee's ID number displays at the top of the page.
WARNING: Make sure you note the employee's ID number before continuing to the Job Data section. The employee ID number is with only means of locating the employee in the system until the Job Data and Benefits Program Participation sections are completed.
The Effective Date defaults to the current date. Depending on when you are entering the employee's information into the system, you may need to change the Effective Date. The Effective Date is the employee's hire date.
The Work Day Hours field defaults based on the employee's FTE.
Note: It is important that you check to make sure the data that appears on the Job Information page was populated from manage positions correctly. The Key Fields to check or:
Regular/Temporary,
Full-Part,
Classified Ind,
Standard Hours, and
FTE
NOTE: The Effective Date defaults to the current date. Depending on when you are entering the employee's information into the system, you may need to change the Effective Date. The Effective Date is the employee's hire date.
In this example the hire date and effective date are the same so the date does not need to be adjusted.
NOTE: If the National ID field is left blank during hire, when a change is made to another field on the panel in Correction mode and then Saved, the text "Applied For" displays in the National ID field. However, the National ID field is still Null in the table (not populated with "Applied For").
Click the Look up Meals button.
Click the Look up OverTime button.
Click the Look up Tax Location Code button.
Enter the persons First and Last Name into the Name field. Enter "Jane Doe".
Click the Search button.
Search to see if the person exists in the system.
Select the Modify a Person link
If there is a data match on the search criteria, check the Date of Birth and National ID fields to make sure you are not inputting a duplicate person into the system.
If this person does not exist in the system, proceed to the next step to create a new person.
If the person already exists in the system, continue to use the Modify action to update the employee's data. You can reference the Record an Employee Data Change topic for instructions on modifying a person's data.
Click the Job Information tab.
The Employee Type is automatically populated into the field according to the Pay Group code selected.
If the Employee Type is incorrect, click the look-up icon and select an Employee Type from the drop-down list.
Select a FICA Status option from the drop-down list.
Warning: It is important to verify that each field is accurately populated from manage position.
This completes Add a Person - Classified.
Click the Female list item.
Enter the desired information into the National ID field. Enter a valid value e.g. "9 - digit Social Security Number".
NOTE: Verify that the Primary ID box to the right of the National ID field is checked.
Enter the desired information into the Address 1 field. Enter a valid value e.g. "2233 Main Street".
NOTE: The Address 1 field has a limited number of characters. Use the Address 2 field for apartment numbers, P. O. Box information, etc.
Enter the desired information into the Position Number field. Enter a valid value e.g. "00017616".
NOTE: Once the Position Number is entered, the system will automatically populate the appropriate information into the remaining fields when you navigate away from the field.
Enter the persons First and Last Name into the Name field. Enter a valid value e.g. "Jane Doe".
