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Entering New Employee Information

Emily Yeomans
  • Updated

Employee information is entered into the Personnel Module according to the employee’s classification (Faculty, Staff, Student, Post Doc, Resident, Volunteer, and Other). Each type of employee has a form in which the information is entered. These forms are separated within fifteen tabs in the data entry screen of the Personnel Module.

Entering New Employee Info

  1. In the menu, click on File. 

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  2. Click on the appropriate employee classification.

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  3. On the new Data Entry screen, click Edit, and then Insert.2019-08-28_10-45-50.png

  4. Fill in the ID number, first name, and last name of the employee in the new dialogue window, and click Ok.

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Toolbar Definitions

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  1. Close: closes the screen.
  2. Edit: edit information contained in the Transaction Data Entry screen.
  3. Insert: add a new record.
  4. Delete: deletes the record. Deletes a row if a row is highlighted. For both deleting a record and deleting a row, a pop-up box appears asking the user to confirm.
  5. Undo: undoes last action or entry.
  6. Print: prints information on the transaction screen. Choose to print the current screen, or multiple references.
  7. Arrow: takes user to the first record in the database.
  8. Arrow: takes user to the previous transaction/record.
  9. Arrow: takes user to the next transaction/record.
  10. Arrow: takes user to the last transaction/record.

General Field Definitions

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  1. Date Sent: the date the personnel action form was sent out of the department for further processing.
  2. Date Effective: the effective date of the personnel action form.
  3. Accounting Date: the date in which the most current account distribution change was effective.
  4. First Appointment Date: the employee’s date of first appointment in the current position.
  5. Department Date: the date of the first department appointment for the employee.
  6. Department Employee: defines whether the employee is a member of the department.
  7. Last Pay Date: the last day the employee is paid.
  8. Last Work Day: the last day the employee works.
  9. Date to Remove: the date to remove the employee from payroll.
  10. Employee Number: the department or university assigned employee number.
  11. Left Univ: date the employee left the university or institution
  12. Inactive: date the account went inactive.
  13. Time Sheets: whether the employee's pay is time sheet based. 

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