Employee Master - HREMEN

The Human Resource (HR) Employee Master (HREMEN) page identifies basic employee demographic information. Information entered here updates the Payroll (PY) Employee Definition (PYUPEM) page in Payroll. Data will also be sent to the Person Entity (PE) database if the default is set in the HR System Set Up (HRRQSS) page. Many of the fields on the Employee Master page are validated against tables found in the HR Primary Tables menu (HRTBxx), Nucleus (NU) Common Codes (NUUPCD), and Static/System Codes.

Data can also be directed to the Person/Entity (PE) database. The Add/Update PE Database option on the HRRQSS page, Generic Info tab, needs to be 1 or 2.

The end of this page lists all the fields that interface with PY and PE.

On the HREMEN page, you can add and edit records in full record or grid mode. On individual sub-tabs, you can add, edit, or delete records in full record or grid mode.

After you add a new employee in full screen mode, the screen reverts to Edit mode and displays the added employee record. This prevents the unnecessary use and loss of system seed-generated Employee ID values.

Employee

Employee Photo: Click Upload Image to upload a photograph of the employee.

Entity: Indicates the entity in which the employee will work. Entities are generally made unique by their Federal Reporting Number (FID). If the organization only has one FID, the entity will be ROOT which indicates the primary entity. This field is used for reporting and security when processing payrolls for multiple organizations. Code values are defined in the HR Entity Codes (HRRQEN) page.

Social Security #: Indicates the employee social security number (SSN). The following types of entries are not allowed and will cause an error message to display: all numbers being 3s, numbers being sequential, beginning with three zeros, beginning with 9 when the fifth and sixth digits are not between 70 and 88. By default, duplicate SSNs cannot exist in HR/PY. If duplicates are necessary, the NU Common Codes Category/Value of HRPY/SSNCHECK needs to be set up.

Generate ID: Select the option used to generate the Employee ID. The ID number is the key value for all employee records. Code values are defined in static codes. Refer to common code SYNO/EMPMxxxx for information on auto-generated IDs.

Employee ID: The primary identifier for an employee throughout the HR and PY subsystems. It is referenced in every employee-related page and most standard reports. This field is system-derived unless M (manually enter the ID) is selected. If M is selected, then enter the employee identification number.

HR Status: Indicates the Human Resources employment status code and typically contains values such as active, inactive, or retired. It is specific to HR and may differ from the PY status code. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of HR_EMPLOYEE_STAT. 

PY Status: The PY status code identifies the status as it appears within the payroll department and may differ from the HR status. If the employee is to receive payroll action of any kind, this value must be A. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of PY_EMPLOYEE_STAT. 

First Name: Indicates the employee first name (Given name). 

Middle Name: Indicates the employee middle name. 

Last Name: Indicates the employee last name (Family name or Surname). 

Salutation: Indicates the employee salutation code. Code values are defined in the NU Common Codes with a Category of PESA. 

Suffix: Indicates the employee suffix code. Code values are defined in the NU Common Codes Category of PESF. 

Former: System-derived. When the employee last name is changed, the previous name will be placed in this field. If the last name has not changed, this field may be manually entered. 

Preferred First: Indicates the employee preferred first name. 

Type: Indicates the employee type that is used to group or categorize employees (for example classified, certified, full time, part time, or other). Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of EMPLOYEE_TYPE.

Action: This field indicates the action/purpose for entering or modifying a record. The Action term comes from the common HR document Personnel Action Form or PAF used by many HR Departments. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE.

Employment

Primary

Payroll Information

Bargaining Unit: The employee primary bargaining unit (union). Code values are defined in the HR Entity Specific (HRTBCE) page, Bargaining Unit tab. 

Calendar: The employee primary/default calendar. Each employee must be associated with a calendar. If multiple positions are assigned to an employee, they may have different calendars on each unique pay assignment. Code values are defined in the PY Calendar Definitions (PYUPCA) page. 

Location: Indicates the employee work location. Code values are defined in Entity Specific Codes page, Location tab. 

Department: The department that may be associated with an employee location or position. It is generally used for report sorting purposes. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of DEPARTMENT_CODE. 

Division: The primary division with which the employee is associated. If the division organization is not utilized, leave the field blank. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of DIVISION_CODE. 

Check Dist: The check distribution code notifies payroll where the employee check will be sent. This is used during the processing of payroll to sort the payroll checks. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of CHECK_DIST_CODE. 

Pay Cycle: The pay cycle refers to when the employee receives a paycheck (for example bi-weekly or monthly). Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of PAY_CYCLE. 

Salary Anniversary Month: Indicates the employee salary anniversary month. Accepts 2-digit values ranging 01-12.

FTE: The employee total FTE. It cannot be calculated for all pay assignments as this value is needed in the calculation for pay assignment effort. 

Benefit FTE: There may be times when an employee benefit FTE differs from their employee FTE. The benefit FTE is used in benefit assignments. It will default to the same value as the employee FTE but can be overridden. 

Credential Holder: Indicates if the employee holds a credential. If the employee already has a record in the HR Credential Holder page (HRCRCD), the checkbox will automatically be marked. If the checkbox is clear then there is no credential record in HR Credential Holder page. If there should be a record in HR Credential Holder page then mark the checkbox and an entry will be made. When changes to name, date of birth, address or phone are entered on either the HR Employee Master or HR Credential Holder pages, updates will occur to the other page (for example, update occurs to HR Employee Master, HR Credential Holder will automatically reflect those changes). 

FLSA: Mark the checkbox if the calculation of the employee FLSA hourly rate should comply with FLSA rules. Leave this field blank if the FLSA hourly rate calculation should not comply with FLSA rules. 

Periods Paid: The number of periods to be paid. If the employee were on a monthly payroll, the number would be 12. If the employee were paid on a bi-weekly payroll the number of periods would be 26. 

Periods Worked: The number of periods per year the employee will work. This value is critical for PERS/STRS processing and reporting. 

Days Worked: The number of days per year the employee will work. This information is critical for retirement processing and calculation codes. 

Day Patch: The code for daily patching. This is a process by which actual hours worked are derived from the work schedule codes as listed in the day code section of the calendar. Code values are defined in static codes.

NCLB Credential: Indicates if the employee is No Child Left Behind credentialed.

Primary Dates

Hire Date: The employee current hire date. It may differ from the original hire date value. This field is often used for determining an employee leave accrual rate and other seniority driven calculations.

Original Hire Date: The original hire date may vary from the hire date if the individual was a previous employee and is returning to work at the same entity. This date must be before the Hire Date or an error message will appear. 

Term Date: The termination date that records when an employee ends employment. If this field is completed, the termination code must also be completed. Refer to the Termination Utility description below for details. 

Seniority Information

Longevity Date: The longevity date that is used for seniority or additional pay purposes and indicates the additional service time being credited to an employee. 

POS/PCN Sen: Indicates the employee position seniority date.

Dist. Seniority: Indicates the employee district seniority date that is used mostly for reporting purposes. The field may also be used for other purposes by entities not using district seniority dates.

Seniority Adjust: Used within payroll calculations to give additional seniority credit beyond what is indicated by the hire date. This adjustment should be made in months and will be added to the number of months generated by looking at the hire date in payroll calculations. This is typically used in leave accrual calculations, to give an employee credit for prior service in a similar organization.

General EEO

Date of Birth: The employee birth date. 

Age: Value is derived by the System and not stored. No access. Read only.

Gender: Indicates the employee gender. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of GENDER_CODE.

Primary Race: Each employee should have at least one race associated. Additional races may be entered in the grid on the EEO tab. Code values are defined in the NU Common Codes Category of PYAA. 

Hispanic/Latino: The Hispanic/Latino checkbox is used in conjunction with the race field for EEO reporting.

Current Pay Assignment

PCN #/PCN Desc/Position #/Position Desc/Rec Tp/PCN FTE/Annual/Period/Daily/Hourly: Represents PCN information from the employee active PM pay assignment. The record type displayed may be configured using the NU Common Codes Category/Value of PYHR/EMPMSLRY.

Status Information

Approval: The approval code indicates whether the record is ready to send or has been sent to payroll. If the record is to be sent to payroll, it must indicate SEND. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of APPROVAL_CODE. 

Action: The action/purpose for entering or modifying a record. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE. 

Record Notes: Miscellaneous notes.

Updated By: Displays the User’s ID who last updated the record. Accessible for search mode only.

Updated: Displays the Date and Time of the last update to the record. Accessible for search.

EEO

Gender: The employee gender. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of GENDER_CODE. 

Veteran Status: The veteran status of the employee. This is used for VETS-100 and other EEO reporting. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of VETERAN_CODE. 

Disabled Status: The disability code to be used for EEO reporting. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of DISABILITY_CODE. 

Reasonable Accommodation: A reasonable accommodation code is required if a disability is entered. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of REASONABLE_ACCOM.

Marital Status: The marital status used for personal information and EEO reporting. It is not the value used for mandatory deductions such as federal or state income tax. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of MARITAL_STAT. 

Over 40: Identifies those employees who are over 40 years of age. This is for EEO purposes only. System-derived. 

Primary Race: This field is required before the Additional Races grid can be used. Code values are defined in the NU Common Codes Category of PYAA. 

Hispanic/Latino: The Hispanic/Latino checkbox is used in conjunction with the race field for EEO reporting.

Additional Races

Race: Use if an employee identifies with more than one race. The Primary Race field is required before additional races can be entered. Code values are defined in the NU Common Codes Category of PYAA. Duplicate entries within the grid or between the Primary Race and the grid are not allowed.

HREMEN sends a single value to the PYUPEM, Dates/Other Info tab, AA Code field. If the Hispanic/Latino checkbox is selected, then HISP is sent. If it is not selected, then either a single code from the Primary Race field is sent OR, if an entry also exists in the Additional Races grid, MULT is sent to PYUPEM.

Effective with the 23.5.4.0 release, common code HRRA/CONFIG is no longer used.

I9

Use the I9 tab to record and report immigration and naturalization (I9) information. Upon entering a code item for list A and an expiration date, the system will place the current date in the completed fields. If list A is not entered, but an item is entered in list B or list C, a warning message will be issued indicating that the other list (B or C) requires completion. A record is not considered complete until all required fields are entered. Only one record is allowed per Employee ID.

I9 Information

St: Indicates the employee I9 status. Code values are defined in static system codes 

Complete Dt: Indicates the date of I9 form completion.

Extended Dt: Indicates the I9 extension date, if applicable. This field is used when an extended date is assigned by the government; otherwise, it is left blank.

Document A 

List A: Indicates a valid code from the appropriate list. If list A is completed then list B and C may be left blank. Otherwise, list B and C are both required. The I9 is then considered complete. Code values are defined in the NU Common Codes, Category I9LA.

Expiration Dt: Indicates the listed document's expiration date.

Document No: Indicates the listed document's number.

Document B and C

List B: Indicates a valid code from the appropriate list. If List A is left blank, this field is required. Code values are defined in the NU Common Codes, Category I9LB.

Expiration Dt: Indicates the listed document's expiration date. 

Document No: Indicates the listed document's number.

List C: Indicates a valid code from the appropriate list. If List A is left blank, this field is required. Code values are defined in the NU Common Codes, Category I9LC.

Expiration Dt: Indicates the listed document's expiration date. 

Document No: Indicates the listed document's number.

Status Information

Action: Action code for I9 (hr_i9info.action_cd).

Notes: I9-related notes.

Termination

The Termination tab is a quick way to terminate an employee because it enables multiple employee records to be controlled/updated at the same time.

Termination Details

Term Cd: The termination code to accompany a termination date. This can be referenced for reporting purposes. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of TERMINATION_CODE. 

Term Cd 2: A secondary termination code, which may be used for more detail about why an employee terminated. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of 2ND_TERM_CODE. 

Term Date: The termination date that records when an employee ends employment. If this field is completed, the termination code must also be completed. Refer to the Termination Utility description at the end of this section. 

Last Paid: The last pay date is used to identify the last day an employee is to be calculated for a paycheck. The begin/end dates on the PY Employee Definition page must overlap the date range on the period being processed for an employee to be calculated and paid. If the PY Employee Definition end date falls before the period begins, the employee is excluded. The employee is effectively not active for the period. Based on setup in common code HRPY/TERMDT, this date can be directed to populate some or all of the individual record date fields.

Last Worked: The last date the employee physically worked for the organization. This date may vary from the Last Paid date.

Payroll End Dates (Used by Termination Utility)

Pay End: Indicates the end date for the pay assignment (HRPYPA/HRPYQP). 

Calc End: Indicates the final day worked date by the employee (HRPYPA). 

Pay Related: Indicates the end date for pay related contributions (HRPYPA, Additional Pay). 

Mandatory Assign: Indicates the end date for all mandatory assignments (HRPYPR, Taxes). 

Direct Deposit: Indicates the end date for direct deposits (HRPYPR, Direct Deposit). 

Tax Shelter Annuity: Indicates the end date for tax sheltered annuities (HRPYPR, Tax Sheltered Annuity). 

Misc Assignment: Indicates the end date for miscellaneous assignments (HRPYPR, Miscellaneous Payroll). 

Additional Tax End: Indicates the end date for additional taxes (HRPYPR, Additional). 

Benefit Master: Indicates the end date for benefit master records (HRPYBE, Package Assignments). 

Benefit Assignments: Indicates the end date for benefit assignments (HRPYBE, Benefit Assignments).

The Termination Utility

Use this utility when terminating an employee, to ease the burden of updating payroll related data records from multiple pages. It allows an end date to be inserted into each record of the associated pages. Additionally, the HR and payroll status and employee type fields may be modified. Records in HR and payroll will be affected. The HR records will have a new Action code of TRMU.

The utility is invoked by placing a termination date into the termination date field and placing a termination code into the first termination code field. The termination date will automatically default into each of the payroll related field indicators. The date may be accepted, changed or blanked out (no update to the associated page will occur). After ensuring the fields are as desired, save the data to activate the utility. A processing report will be accessible from the HR Termination Process List page (HRUTTL). 

After saving the record the individual screen dates no longer display as the fields are pseudo fields, not columns in the database.

User control over the individual page assignment dates is obtained by setting the common codes HRPY/TERMDT and HRPY/TERMDT2. 

Address

Primary Address

Public or Private: Indicates whether this address entry is public or private. This value is used to determine which phone numbers and addresses are displayed to the user, and which are copied in phone books. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of PUBLIC_PRIVATE. 

Address and Address 2: The first and second lines, if applicable, of the employee address. The system automatically assigns an address type of PM to this record. The PM code must be established in the NU Common Codes Category of PEAD. 

City: System-derived based on zip code. The derived value may be overridden by typing into the field. Code values are defined in the Person Entity (PE) database, zip codes table. 

State: The address state code. This value is derived based on the zip code but may be overridden. Code values are defined in the NU Common Codes Category of PEST. 

Zip and Zip Ext (Extension): The address zip code and extension, if available. Based on the zip code, the system will derive the city and state information. Code values are defined in Person Entity (PE) database, zip codes table. 

Country Code: The address country code. Code values are defined in the NU Common Codes Category of PECO. 

County Code: The address county code. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of COUNTY. 

Phone 1, Phone 2, Phone 3, Phone 4: The phone codes to indicate the type of phone number (for example, home, business, or office) being entered, the phone numbers and related extensions. Code values are defined in the NU Common Codes Category of PEPH. This field also indicates the phone numbers associated with the employee.

E-Mail: The employee e-mail address. 

Personal E-Mail: E-mail field for another option of contacting employees. Some employees may prefer their employer contact them using a personal e-mail address, in addition to or instead of, a district e-mail address.

Additional Addresses

The additional addresses page stores multiple addresses for an employee. The primary address (address type of PM) may be updated here as well as on the HR Personal Information (HREMPR) page. Any updates to the primary address will update HREMEN and PYUPEM. There is a maximum entry of one primary address record, per employee and address combination. If the HRRQSS, Generic Info tab, “2nd Address Type to PE” field contains a code, address types using that code will also be sent to PEUPPE.

Additional

Public or Private: Indicates whether this address entry is public or private. This value is used to determine which phone numbers and addresses are displayed to the user, and which are copied in phone books. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of PUBLIC_PRIVATE. 

Address Tp: Indicates the type of address for the entry. Each employee may only have one entry associated with an address type. The PM address may be updated but not created here. It is created on the HR Employee Master. Code values are defined in the NU Common Codes Category of PEAD. The PM code must be established in the NU Common Codes Category/Value of PEAD/PM.

Begin and End: Indicates the effective dates of the additional location entry.

Address and Line 2: Indicates the first and second lines, if applicable, of the employee address. The system automatically assigns an address type of PM to this record. 

City: System-derived based on zip code. The derived value may be overridden by typing into the field.

State: Indicates the state code. This value is derived based on the zip code but may be overridden. Code values are defined in the NU Common Codes Category of PEST.

Zip and Zip Ext (Extension): Indicates the employee zip code. Based on the zip code, the system will derive the city, and state information. Code values are defined in the PE database, zip codes table.

Country: The address country code. Code values are defined in the NU Common Codes Category of PECO. 

County: The address county code. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of COUNTY. 

Phone 1 and Phone 2: The phone codes to indicate the type of phone number (for example home, business, or office) being entered, the phone numbers and related extensions. Code values are defined in the NU Common Codes Category of PEPH. It also indicates the phone numbers associated with the employee.

E-Mail: Miscellaneous e-mail address. 

Personal E-Mail: E-mail field for another option of contacting employees.  Some employees may prefer their employer contact them using a personal e-mail address, in addition to or instead of, a district e-mail address.

Status Information

Approval: The approval code indicates whether the record is ready to send or has been sent to payroll, the HR Family page, and if set up on HRRQSS, the Person Entity Information (PEUPPE) page. If the record is to be sent, it must indicate SEND. Code values are defined in the HR Entity Specific Codes (HRTBCE) page, Entity Specific tab, under the Code ID of APPROVAL_CODE.

Action: Indicates the action/purpose for entering a record. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE.

Notes: Notes associated with entry.

Emergency

The emergency information tab stores the employee primary emergency information such as contacts names, relationships, telephone numbers, and extended notes.

Contact Details

Contact: Indicates the full name of the primary emergency contact.

Primary Contact: Indicates the primary contact. There may only be one entry, per employee, identified as the primary contact.

Relation: Indicates the relationship of the primary contact to the employee. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of RELATIONSHIP_CD.

Address and Address 2: Indicates the first line of the street address, followed by the second line of address if applicable.

City: System-derived based on zip code. The derived value may be overridden by typing into the field. 

State: Indicates the state code. This value is derived based on the zip code but may be overridden. Code values are defined in the NU Common Codes Category of PEST. 

Zip and Ext (Extension): Indicates the zip code and extension with the entry. Based on the zip code, the system will derive the city, and state information. Code values are defined in the PE database, zip codes table.

County: The address county code. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of COUNTY. 

Phone 1 and Phone 2: Indicates the primary contact telephone code, number, and extension. Code values are defined in the NU Common Codes Category of PEPH.

Primary Provider Information 

Primary Provider: Indicates the medical primary provider. Field is updated manually.

Provider Phone: Indicates the primary medical provider telephone code, number, and extension. Code values are defined in the NU Common Codes Category of PEPH.

Status Information

Action: Indicates the action or purpose for entering a record. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE.

Notes: Notes associated with entry.

Others

Equipment

Use the Equipment tab to track various types of equipment assigned to an employee. Use the dates to monitor assigned equipment through the duration of an individual's employment.

Equipment Details

Equipment Cd: Indicates the equipment type. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of EQUIPMENT_CODE.

Detail: Additional detail information (up to 20 characters) for the assigned equipment.

No Code: Indicates a six-character descriptive code for the entered equipment. For example, an LCNPLT used to define a LICENSE PLATE. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of NUMBER_CD.

No: Number associated with the entered equipment code. This number should relate to the value in the Number Code field (if entered). For example, a license plate number.

Assign Dt: Indicates the date in which the item was assigned to the employee.

Return Information 

Returned: Indicates if the item has been returned. If a return date exists, this field will be derived by the system. It may be overridden.

Return Dt: Indicates the date the item was returned. Entry into this field will trigger a check mark to be placed in the Returned field. If, after tabbing from the field, the return date is less than the assigned date, an error message will display. Upon pressing enter, if a date error still exists, another error will display and the records will not be updated in the database.

Return Code: Indicates the equipment return code. The return code is client defined and may be used to identify the return condition, or whether an item needs to be returned at all. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of RETURN_CODE.

All returned: System-derived based on Return Date field entries. Indicates that all assigned items have been returned by the employee and all of the records contain a return date.

Status Information

Action: Indicates the action or purpose for entering a record. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE.

Notes: Indicates the notes associated with entry.

Notes

The Employee Notes page is to be used for recording miscellaneous information regarding the employee. 

Note Details

Note Type: A reason for the associated notes. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of NOTE_TYPE.

Misc 1 to Misc 4: Miscellaneous text fields.

Notes: Notes associated with the entry. 

Status Information

Action: The action or purpose for entering a record. Code values are defined in the HR Non-Entity Specific Codes (HRTBHR) page under the Code ID of ACTION_CODE.

Miscellaneous

Payroll Codes

Education 1 and 2: Education codes 1 & 2 are miscellaneous fields that are sent to the payroll system and may be used based upon payroll setup. 

Sel. Code 2: Selection code 2 is sent to the payroll system and may be used based upon payroll setup. 

Skill Code 5: Skill code 5 is sent to the payroll system and may be used based upon payroll setup. 

Misc. Code 1: Indicates a client-defined value and is sent to the payroll system. The attribute is defined as an integer. Payroll common codes may be modified to interpret the data differently.

Birth Place: Indicates the employee place of birth. 

Citizenship Country: Indicates the employee country of citizenship. Code values are defined in the NU Common Codes Category of PECO.

Payroll Switches

Five of the switches are read-only and represent what exists in the PY Employee Definition (PYUPEM) page.

Smooth Tax Calc: Read-only. Reads from PYUPEM, Switches, 01.

Record Modified: Read-only. Reads from PYUPEM, Switches, 02.

Contract Type: Updates PYUPEM, Switches, 08.

Daily Tc Flag: Read-only. Reads from PYUPEM, Switches, 03.

STRS Member Stat: Read-only. Reads from PYUPEM, Switches, 04.

No Patch Split: Read-only. Reads from PYUPEM, Switches, 06.

Suppress EFT Prt: Updates PYUPEM, Switches, 05.

Suppress W2 Prt: Updates PYUPEM, Switches, 31.

Suppress ACA Prt: Updates PYUPEM, Switches, 32.

Miscellaneous Codes

Misc 1 to Misc 28: There are 28 code fields, 8 characters in length, which may be used in reports or as desired. The fields are sent to payroll and can be used in calculation codes. 

Miscellaneous Dates

Misc Date 1 to Misc Date 6: There are six date fields that may be used in reports or as desired. The fields are sent to payroll and can thus be used in calculation codes.

Miscellaneous Values

Misc #1 to Misc #9: There are nine numeric fields that may be used in reports or as desired. Six fields go to five decimal places and three go to two decimal places. The fields are sent to payroll and can thus be used in calculation codes. 

Tools for Employee Master

Count Pay Assignments

This tool brings up a page that shows the active pay assignments for the current entity and employee that are active for the current date (current date falls within pay date range). Further, refine which pay assignments qualify as active by setting up the NU Common Codes Category/Value of HRPC/STATUS and HRPC/APPROVAL.

The NU Common Codes Category/Value of HRPC/STATUS allows you to define which status codes are not included in the count. This can be used to exclude inactive pay assignments. If the common code does not exist, all status codes will be included.

The NU Common Codes Category/Value of HRPC/APPROVAL allows you to define which approval codes identify an active pay assignment. Only pay assignments with these approval codes will be counted. If the common code does not exist, all approval codes will be included.

To exit the Pay Assignment Count window, click Close.

Update Applicant Info

This tool is used to update applicant information with current employee information. Mostly used in those instances where a current employee wishes to re-enter the applicant pool in an attempt to receive a new position assignment.
Data that will be updated includes First Name, Middle Name, Last Name, Full Name, and Salutation.

Info Updated From Employee Record – checkbox, Current Employee checkbox is marked, Address Line 1, Address Line 2, City, State, Zip, Zip Extension, County, Country, Phone Code 1, Phone Number and Extension, Phone Code 2, Phone Number and Extension, Action is set to EMPL, SSN. Fields on HR Applicant Demographics & EEO (HRAPEO) that could be updated include Ethnic Code, Gender, Birth Date, and Marital Status.

Update Applicant Info for Employees in last QBE: If selected, the tool updates the data for all the employees selected in the last QBE.

Update Applicant Info for current Employees only: If selected, the tool updates the data only for the current employee.

Submit: Triggers the update to take place according to the selected option.

Close: Closes the tool window without applying updates.

Global Processing Employee Records

The Global Processing Employee Records tool processes all business rules associated with records having an Approval of SEND and that meet the selection criteria (last QBE). For example, employee information will be sent to PY and/or PE and other pages. The utility is generally used when a client loads HR information through a database action and then needs a mass update of that information into other HR tables, payroll and person entity.

Data Inserted or Updated to PY

If Approval Code = SEND, the following data items are processed.

Data Inserted/Updated to PE

If Approval Code = SEND and the HR System Set Up Add/Update PE Database option is marked with a 1 or 2, the following items are processed.