Human Resources Area Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Created Date

Displays the date the HR record was created.  (MM/DD/CCYY)

Created Time

Displays the time the HR record was created.  (HH:MM:SS AM/PM)

Created User

Displays the User ID of the person who created the HR record.

Modified Date

Displays the date the HR record was last modified.  (MM/DD/CCYY)

Modified Time

Displays the time the HR record was last modified.  (HH:MM:SS AM/PM)

Modified User

Displays the User ID of the person who last modified the HR record.

Options:

• To sort the fields by the Employee HR Field ID, click ID.

• To change the sort from ascending order to descending order (or vice versa), click ID again.

Options:

• To sort the fields by the Employee HR Field Name, click FN.

• To change the sort from ascending order to descending order (or vice versa), click FN again.

To view the entire HR notes record for the employee, click Record Contents.

To print the Payroll HR Record Report:

1. Click Print.

2. At the prompt, fill in the number of copies you want.

3. To print to the Windows® default printer, click Print or press [ENTER].
   Or, to send the report to the Print View window, click Print View .
   
   Or, to close the window, click Cancel.

Window Example:

HR Field Name

Displays the name of the user-defined note field.

HR Field Contents

Enter the information for each applicable field.  (format varies)

• Text Format:  If the HR Field Format is for Text, simply enter the text.

• File Format:  If the Format is for File, you can attach a file to the employee master record.  For example, you can attach a resume.

• To add a new file to the employee's record:

1. Click Add .

2. Navigate to the file.

3. Click Open .
    

4. To remove an existing file from the employee's record:

1. Click Remove .

2. At the prompt, click Y(es) to remove the file.
   Or, click N(o) to leave the file attached to the employee's record.
    

1. To open the file so you can see the contents:

1. Click Open .
   Tip:  The file opens in the appropriate program.  There you can make changes, if necessary.

1. To save changes to the description for the file:

1. Click Save .

2. At the prompt, click Save to save any changes.
   Or, click Cancel to return to the Human Resources Area without saving any changes.

• Image Format:  If the Format is for Image, you can attach a picture to the employee master record.  For example, you can attach a snapshot of the employee's badge.

• To add a new image to the employee's record:

1. Click Add .

2. Navigate to the image.

3. Click Open .
    

4. To remove an existing image from the employee's record:

1. Click Remove .

2. At the prompt, click Y(es) to remove the file.
   Or, click N(o) to leave the file attached to the employee's record.
    

1. To save changes to the description for the image:

1. Click Save .

2. At the prompt, click Save to save any changes.
   Or, click Cancel to return to the Human Resources Area without saving any changes.

Description

You can enter text to describe an attached file or image.  (up to 9999 characters)

To update the new or changed information, click Save or press [ENTER].

Keyboard shortcut:  [ALT + s]

CAUTION

To avoid losing data, you must save new or changed records.

Delete Instructions

To delete all of the HR notes for an employee:

1. Click File from the Menu Bar.

2. Click Delete.

3. You will see the following prompt:
   
   
    

4. To delete the HR notes, click Yes.
   Keyboard shortcut:  [ALT + y]

5. Or, to retain the HR notes, click No.
   Keyboard shortcut:  [ALT + n]