The Personnel module is a comprehensive human resources management system. It tracks both general and financial information about faculty and staff, as well as students, post docs, temporaries, residents, and volunteers as required for day-to-day operations of a departmental business office. This module is often used with the:

Accounting module to project future salary and benefit costs
Grant and Space modules to generate comprehensive faculty profiles and reports for faculty evaluation

Related Resources

Launching the Personnel Module

Each module is accessible from the Department Manager main menu, which appears in the system tray when launched.

Click Personnel to launch the module. The Personnel module menu displays.

Following is a description of the menu system available within the Personnel module.

Understanding the Personnel Module Menu System

The Personnel module main menu comprises drop-down menus for File, Reports, and Special Procedures. Descriptions follow for each menu. Several menus contain sub-menus, which are covered more fully in articles on setting up your system and entering data.

File Menu

The File menu contains several functions, described briefly here:

File Menu Option	Description
All	Displays a list of all employees entered in the system, sorted by Employee Type and ID
Faculty	Used to view or enter information for Faculty
Staff	Used to view or enter information for Staff
Student	Used to view or enter information for Students
Post Doc	Used to view or enter information for Post Docs
Resident	Used to view or enter information for Residents
Volunteer	Used to view or enter information for Volunteers
Other	Used to view or enter information for other categories of employment that are not defined elsewhere
Appointment Tracking	Tracks applicant information; contains a submenu that includes Application, Setup, Export, and Number Codes
Position Control	Tracks position information. Contains a submenu that includes Faculty Position Numbers, Faculty Position Budgets, Staff Position Numbers, Staff Position Budgets
Codes	Contains a submenu comprising user-defined codes. The submenu includes Organization Hierarchy, Demographics, User Definable Groups, Accounting, Personnel, Committee, Fringe Benefits. Each submenu item has its own submenus
Utilities	Contains the submenu items, Change Personnel ID and Name, Switch Employee Types, Update Employees General Screen
Options	Allows users to create user-defined form labels and Salary Worksheet Column Definitions
Security	Allows administrators to set up and change individual user information
Setup	Configures system parameters for your installation
Printer Setup	Allows users to designate a specific printer
Exit	Exits the Personnel module

Reports Menu

The Reports menu contains several functions, described briefly here:

Reports Menu Option	Description
Mailing Labels	Generates labels using stored program data
List	Generates simple list reports using stored program data
Financial	Generates employee financial reports from stored program data
Tickler File	Generates reports notifying of ending/expiration dates
Fringe Benefits	Generates reports of fringe benefits filtered by Employee name, type, and so on
Position	Generates reports by Position, filtered by Employee name, ID, and Account types
Custom	Generates customized reports to various user needs from stored program data
Faculty Profile	Generates a report about Faculty, filtered by Profile data such as ID, Department, Employee Group, Salary Source Date Range, Division, and so on
Database Diagnosis	Displays a list of available reports to identify certain potential problems, such as No Total Salary Entered

Special Procedures Menu

The Special Procedures menu permits functions such as Archiving, described briefly here.

Special Procedures Menu Option	Description
Archive	Data archival permits you to move infrequently used data out of the active database and into the archive database. Examples of data you may wish to archive include closed grants or data from a prior fiscal year. Archiving helps to keep the software operating efficiently, unhindered by large volumes of outdated or unused information. Archiving may be performed as part of year-end tasks
Export	Export to BWH, UNC BD119, and LDCC mac
Delete Unidentified Social Security Numbers	If Social Security numbers are entered into the system, this option will delete those that are unidentified

Help Menu

Help content is now available at the Cayuse Help Center, https://support.cayuse.com/hc/en-us.

What's Next?

IF your key role is...	THEN you may wish to proceed to these topics...
setting up and administering the system	Setting Up Users in the Personnel Module Setting Up Organizational Codes in the Personnel Module
entering Personnel data and generating reports	Entering Personnel Data—An Overview