Employee Human Resources Window Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Created Date, Time & User

Displays the date and time that the HR record was created and User ID of the person who created the HR.

Modified Date, Time & User

Displays the date and time the HR record was last modified as well as the User ID of the person who last modified the HR record.

HR Field Name

Displays the name of the user-defined note field.

HR Field Contents

Enter the information for each applicable field.  There are 3 formats for fields.  (format varies)

• Text Format:  If the HR Field Format is for Text, simply enter the text.

• File Format:  If the Format is for File, you can attach a file to the employee master record.  For example, you can attach a resume.  See directions below.

• Image Format:  If the Format is for Image, you can attach a picture to the employee master record.  For example, you can attach a snapshot of the employee's badge.  See directions below.

File Format HR Field

The File field allows you to view files attached to the HR record for the employee, as well as, add new files, remove files and export a file.  

To open the file so you can see the contents, click Open File .
Tip:  The file opens in the appropriate program.  There you can make changes, if necessary.

To add a new file to the employee's record:

1.  Click Add File .

2.  Navigate to the file.

3.  Click Open .
 

To remove an existing file from the employee's record:

1.  Click Remove File .

2.  At the prompt, click Y(es) to remove the file.
Or, click N(o) to leave the file attached to the employee's record.
 

To export an employee HR file:

1.  Click Export File .

2.  At the Save As window, navigate to the save as location and edit the file name, if applicable.

3.  Click Save   to export the file.
Or, click Cancel to return to the Human Resources Window without saving any changes.

Image Format HR Field

The Image field allows you to view images attached to the HR record for the employee, as well as, add new images, remove images and export an image.

To add a new image to the employee's record:

1.  Click Add Image .

2.  Navigate to the image.

3.  Click Open .

To remove an existing image from the employee's record:

1.  Click Remove Image .

2.  At the prompt, click Y(es) to remove the file.
Or, click N(o) to leave the file attached to the employee's record.

To export an HR image:

1.  Click Export Image .

2.  At the Save As window, navigate to the save as location and edit the file name, if applicable.

3.  Click Save   to export the image.
Or, click Cancel to return to the Human Resources Window without saving any changes.

Description

You can enter text to describe an attached file or image.  (up to 9999 characters)

To update the new or changed information, click Save or press [ENTER].

Keyboard shortcut:  [ALT + s]

Note:  At the Confirm Save prompt, click Yes to save the changes.

CAUTION

To avoid losing data, you must save new or changed records.

To print the Payroll HR Record Report:

1.  Click Print.

2.  The following prompts display:

3.  Enter the number of copies to print, if applicable.

4.  To print to the Windows® default printer, click Print or press [ENTER].
Or, to send the report to the Print View window, click Print View .

Or, to close the window, click Cancel.

Sort Options:

• To sort and display the fields by the Employee HR Field ID, click ID.

• To change the sort from ascending order to descending order (or vice versa), click ID again.

• To sort and display the fields by the Employee HR Field Name, click FN.

• To change the sort from ascending order to descending order (or vice versa), click FN again.

To view the entire HR notes record for the employee, click Record Contents.

To delete all of the HR notes for an employee:

1.  Click File from the Menu Bar.

2.  Click Delete.

3.  The following prompt displays:


 

• To delete the HR notes, click Yes.
  Keyboard shortcut:  [ALT + y]

• Or, to retain the HR notes, click No.
  Keyboard shortcut:  [ALT + n]