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Field Value Setup - Employee Types

Employee Types are optional categories for which employees can be assigned. Common uses of the Employee Types include categorizing employees by: Exempt/Non-Exempt, Union/Non-Union, Owner/Non-Owner, Field, Office, Regular, Contractor, Intern.

If no values are defined, then the Employee Types drop-down menu for an Employee's Demographic Information screen will be blank.

If your Employee Data Import includes a field for "Employee Type", then you must define the Employee Type from the Employee Type page before importing your data from Data > Imports.

Navigating to Employee Types Field Value Setup
  • From the menu, expand Setup and click Setup Properties.

    CHR_-_Setup_-_Compliance_-_Menu_-_01.png

  • Hover over Field Value Setup in the top menu bar and click Employee Types.

    CHR_-_Field_Value_Setup_-_Menu_-_Employee_Types_-_00.png

CHR_-_Employee_Types_-_00.png

Understanding the Employee Types Page

Setup Options for Employee Types

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  • Code - The Code entered in this field can be custom and only allows up to 10 characters.
  • Description - The Description is what will show in the drop-down box for selection on the employee record.

Employee Types List

CHR_-_Employee_Types_-_02.png

  • Edit.gif - Clicking this icon will allow you to edit the description of an employee type.
  • Code
  • Description - The description is what will show in the drop-down box for selection on the employee record.
  • Number Assigned - The number of employee records for the respective employee type.

From the Actions drop-down menu, you can:

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  • Delete Selected Records

Adding an Employee Type

  • Enter a code (10-character max) and descriptiona for the employee types as required.

    CHR_-_Employee_Types_-_01.png

  • Click Save.
  • The employee type will populate the employee type list.

    CHR_-_Employee_Types_-_02.png

Editing an Employee Type

  • Click the Edit.gif edit icon towards the far left of an employee type.

    CHR_-_Employee_Types_-_Edit_-_00.png

  • Edit the employee type description that loads into the top menu. The employee type code cannot be edited.

    CHR_-_Employee_Types_-_Edit_-_01.png

  • Click Save when finished.

Deleting an Employee Type

  • Select the employee type(s) towards the far-right of an employee type record.

    CHR_-_Employee_Types_-_Delete_-_00.png

  • From the Actions drop-down menu, click Delete Selected Records.

    CHR_-_Employee_Types_-_Delete_-_01.png

  • Confirm the deletion of the employee type(s). If the deleted employee type(s) are associated to an employee record, the employee type(s) will be removed from their demographic info.

    CHR_-_Employee_Types_-_Delete_-_02.png

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