HR> Utilities> Setup

Set up the HR Module

Summary

The Setup window is used to set up the Human Resources module, but many of the settings affect the functionality of the Payroll module.

Step by Step

1 Open the HR Setup window (HR> Utilities> Setup).

2 Complete the Settings section.

The Union Code 1 Format and Union Code 2 Format fields are used to set the format of the union codes in the Human Resources module. Enter an X for each alphanumeric character that should be included in the union code.

The Union Code 1 Format field is used to set the format of the union code. Unions are created and maintained using the Union Maintenance window (HR> Maintenance> Union).

Union codes are attached to union units using the Bargaining Unit Maintenance window (HR> Maintenance> Union Units> Open a union unit> General tab> Union Code 1 and Union Code 2 fields).

The functionality associated with the Round Hourly Rates and Round Salaries drop-down menus has been moved the Payroll module. These fields are set in their last status and disabled. Changes can be made on the PR Setup window (PR> Utilities> Setup). Click here for information on the PR Setup window.
The Controller pay adjustments toggle has net yet been implemented.
The Use fixed grade and step, Use position control, and Track additional positions toggles are disabled and the related functionality has been moved to the PR Setup window (PR> Utilities> Setup> General tab).
- These toggles will display the state they were set to when they were moved to Payroll. Navigate to the PR Setup window to enable or disable these features. Click here for information on PR Setup.
Check the Require functions to view employee records toggle to require that each user or position must be associated with a role that includes the PR Employee Access function in order to access PR employee records.
- Users and positions are assigned to roles and roles are associated with functions on the Role Maintenance window (SS> Security> Role). Click here for information on Role Maintenance.
Click the Save icon when the setup is complete.

3 Track any changes made to the HR Setup window.

Click the Audit Trail icon to open the Audit Trail window.
Use the Search Criteria section to sort the displayed audit trail.
The Audit Trail History section will provide details about any changes made to the setup window including the date of the change, type of change made, user that made the change, and data table that was edited.
Click here for information on the Audit Trail window.