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#366 Personnel History
Function
This supplement provides the ability to maintain a record of employee personnel actions. It is widely used to document such items from employee reviews and salary increases to employee reprimands. Each action recorded can be up to 255 characters in length.
Things you should know
Operating Instructions
Employee #: Enter the Employee code for which the record is to be created.
Action #: This number is assigned automatically by the system. The field cannot be edited.
Date: Enter the date on which you wish the action to be recorded.
Description: Enter the personnel action you wish to record in this field.
Attachments: The system gives you the ability to attach an external document to a Personnel History action. Some examples are a pdf image of a certificate awarded to an employee or a Word document detailing a specific action. Click on the … in the Attachment column to open the New Document attachment screen. Browse to the location of the stored document and click on it to complete the File Name box. Source, Batch #, and Doc# fields will be automatically completed for you. Click Save before exiting. If you wish to attach additional documents at this time, click on the New button at the bottom of the screen.
Once a document is attached, it will be available on the file list. Should you wish to view a document already attached, click on it.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button. Note: this step does not delete the document, it merely “un-attaches” it from the Personnel History record. You will be asked to confirm your deletion.
Include SSN#: If you wish to include the employee’s Social Security number when printing, place a checkmark here.
This supplement provides the ability to maintain a record of employee personnel actions. It is widely used to document such items from employee reviews and salary increases to employee reprimands. Each action recorded can be up to 255 characters in length.
Things you should know
- Due to the possibly sensitive nature of information contained within these records, its access can be restricted independently from access to the Employee file. This means that individual staff access can be given to the Personnel History but not to the Employee files, or conversely, to the Employee files but not to Personnel History.
- This supplement can be accessed through PR Supplements, Personnel History, or by clicking on the Personnel History tab on the Employee File.
Operating Instructions
Employee #: Enter the Employee code for which the record is to be created.
Action #: This number is assigned automatically by the system. The field cannot be edited.
Date: Enter the date on which you wish the action to be recorded.
Description: Enter the personnel action you wish to record in this field.
Attachments: The system gives you the ability to attach an external document to a Personnel History action. Some examples are a pdf image of a certificate awarded to an employee or a Word document detailing a specific action. Click on the … in the Attachment column to open the New Document attachment screen. Browse to the location of the stored document and click on it to complete the File Name box. Source, Batch #, and Doc# fields will be automatically completed for you. Click Save before exiting. If you wish to attach additional documents at this time, click on the New button at the bottom of the screen.
Once a document is attached, it will be available on the file list. Should you wish to view a document already attached, click on it.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button. Note: this step does not delete the document, it merely “un-attaches” it from the Personnel History record. You will be asked to confirm your deletion.
Include SSN#: If you wish to include the employee’s Social Security number when printing, place a checkmark here.
