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Events Screen

In document Human Resources. User Guide (Page 142-145)

Purpose

The Events screen enables you to add or view information about the important status changes in an employee’s career at your institution. For example, use the Events screen to track hire dates, first pay dates, raises, termination dates, or leave dates.

Access

Access the Events screen by clicking the Events icon on the toolbar. Note that the name that displays on the Events screen titlebar changes depending on the screen that is active when you click the Events icon.

Contents

The Events screen contains regions that maintain the following types of information:

ID Information Event Information Events

Secondary Tab See also:

Maintaining Event Information ID Information - Events Screen

The ID Information region identifies the key information about an employee so you can ensure that you are using the records for the correct individual. The information in the ID Information region is unique for every individual on your database. You can perform queries by selectively entering data in the fields in this region, or by using the ID Lookup feature.

The ID Information region contains the following fields:

ID# - The system-generated number associated with the employee. The system assigns an ID number to every individual or organization on the database.

Name - The name of the employee, in the format Last, First Middle (e.g., Smith, Mary Jo). You can enter an unlimited number of middle names.

SS# - The social security number of the employee. You must insert the dashes (-) in the number where needed.

ID Lookup Button - A command button that displays the ID Lookup screen.

See also:

Event Information Events

Secondary Tab

Performing a Query in Human Resources Administration Event Information - Events Screen

The Event Information region of the Events screen enables you to enter an event applicable to a particular screen in HR Administration. You can pick from the events set up in the Events table

and the Event Groups table in HR Maintenance, designate the date of the event, and add comments about the event.

The Event Information region contains the following fields:

Event Code - The eight-character code identifying the personnel event (e.g., HIRE, REHIRE, or TERM). Unless the Select from All Event Groups checkbox is checked, this list will only include events that are part of the groups linked to the underlying HR Administration screen in the Event Groups table. Click on the arrow next to the field to view and select from a list of valid values.

Event Date - The date on which the personnel event occurred or was effective. Click on the arrow next to the field to view a calendar from which you can select a date.

Comments - Text about the employee’s change in employment status. To enter comments, click in the field and then type the information. You can use the standard cut, copy, and paste

commands available in Windows.

In addition, the Event Information region contains the Event Contact subregion, which has the following fields:

Tickler - The code that groups together a particular communications strategy, as defined in the Tickler table. For Human Resources Administration, this code is typically HR.

Status - The status of the contact. Valid statuses are:

C - Complete E - Expected V - Void

Contact - The contact associated with the event. For example, if the event is TERMNATE (for termination), the contact might be COBRA, a letter explaining COBRA insurance benefits to the terminated employee.

See also:

ID Information Events

Secondary Tab

Using Table Lookup in Human Resources Administration Using the Calendar in Human Resources Administration Events - Events Screen

The Events region of the Events screen enables you to select the group(s) of events from which you can choose. The groups of events that default to a given Events screen (e.g., the Job Assignments Events screen or the Skills Events screen) are controlled in the Event Groups table in HR Maintenance. Within table maintenance you indicate, for example, that events belonging to the HIRE group are available for selection only on the Job Assignment and Compensation screens. To view events that are part of the HIRE group on any other HR Administration screen, you must click the checkbox in this region.

The Events region contains the following elements:

Event Group - The group(s) from the Event Groups table that have been linked to the HR Administration screen from which the Events screen was launched. If the Select from All Event Groups checkbox is checked, the list will contain all valid groups.

Select from All Event Groups Checkbox - A checkbox that, if checked, causes all event groups to display in the Event Group table lookup dropdown list. If the checkbox is not checked, only those event groups that have been linked to the underlying HR Administration screen will be available for selection.

Event Grid - A list of the events that are linked to the group that displays in the Event Group field.

See also:

ID Information Event Information Secondary Tab Using Grids

Secondary Tab - Events Screen

The secondary tab of the Events screen contains information that is unique to your institution.

With appropriate permissions (i.e., membership in the group carsprog), you can add fields, labels, and text to this tab. Note that your secondary tab may have a different name, depending on the setup at your institution.

Most of the information on this tab resides in your database in the hrevnt_rec.

See also:

ID Information Event Information Events

Secondary Tabs in Human Resources Administration Customizing Screens in Human Resources Administration

In document Human Resources. User Guide (Page 142-145)