The Full employee edit option may be used to amend or create subject to your security access the Employee record, optional Payroll record and optional Human Resource record for an employee in one session without having to create one of the module records at a time and returning to the master menu and selecting a subsequent module before amending or creating the next record type.
Standard functionality exists that allows you to create and maintain records.
To access Full employee edit
The Employee records, Payroll or Human Resources password form is displayed - this and subsequent steps depends on which module was selected from the Rev.8 Master Menu.
Enter your employee records, Payroll or Human Resources password.
The EMPLOYEE RECORDS menu or PAYROLL menu or HUMAN RESOURCES menu is displayed.
Select Full employee edit option.
The Full employee edit form is displayed.
The full employee edit form is displayed when you select the Full employee edit option from the EMPLOYEE RECORDS menu or from the PAYROLL menu or from the HUMAN RESOURCES menu
If you are creating an employee record first click the Create button.
Complete the following fields to choose your record.
Company identifier: The payroll company the selected employee works for. If there is only one payroll company declared with an employer record you will not be prompted for the company identifier but instead it will default in automatically for you. This field is pre-defined as the current payroll company number if the option has been entered via the Payroll module.
Tip : Click the Ellipsis button
to search for a company identifier from the employer records file.
If your password is different for the current module that has been used to enter the Full employee edit option and any of the other modules you will be prompted to enter the password to enter the other module, you may choose Skip however if you do not wish to amend or create one of the module records.
Tip : By setting your password the same to enter all three modules you are not prompted to enter a password to access the modules other than your current module.
Employee number: The individual number allocated to each employee. If creating a new employee and your system is set up with the system parameter called Auto incrementing of employee number ticked you will not be prompted for the employee number but instead it will default in automatically for you. If you are about to display or amend an employee and the same employee number exists in two or more payroll companies you will next be asked to select the required employee.
Tip : Click the Ellipsis button
Payroll type: The payroll type of the employee. Normally 'W' for Weekly or 'M' for Monthly. Enter the required payroll type if you have entered the option via the Employee records or Human Resources modules, this field is pre-defined as the current payroll type if the option has been entered via the Payroll module.
If the payroll type for the chosen employee is confirmed you are not able to amend the payroll record but are instead advised with a message Payroll type confirmed, if you are required to amend the payroll record you must first enter the payroll module and reset the payroll using the Confirm/reset period payroll option.
Files to edit: By default the modules you have access to are ticked on provided you have an enabled password to access the module and for payroll, the payroll type, you may however decide to Skip the module if prompted for a password or untick the module if you do not wish to amend or create the module record.
Press OK to enter the first module selected for amendment or creation or Exit to return to the main menu used to gain access to the Full employee edit option. As each record is accessed, select Create or Save or Cancel.
