Employees
Open a worker for their work relationships, right to work, compliance, talent profile, goals, reviews and offboarding. A rehire is a new relationship and the same person, which is what keeps continuous service right.
Where to find it
Address in the console: /hrms/employees
List · 8 columns · 10 fields on its form · 5 of them required · 1 action
Records here are not deleted. Where something must be undone it is reversed or superseded, so the trail survives.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| ID | Code | employee_no |
| First | Text | first_name |
| Last | Text | last_name |
| Position | Text | position_title |
| Type | Status | worker_type |
| Pay | Status | pay_type |
| Base pay | Amount | base_pay |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Employee number required | Text | ||
| First name required | Text | ||
| Last name required | Text | ||
| Text | |||
| Worker type | Choice | Configuration list | |
| Position | Choice | Looked up from existing records | |
| Hire date required | Date | ||
| Pay type | Choice | salary, hourly | |
| Base pay (annual salary or hourly rate) required | Number | ||
| Work state | Text | Drives tax jurisdiction (PY-03). |
What you can do here
Terminate
Coordinated offboarding: records the action, deactivates system access, unassigns open field work orders.
Asks for: Effective date* Reason*
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.