Required Fields Overview for Core HR

Required Fields relate to the demographic information an administrator may want/need to make required information before an employee or a dependent may be saved in Core HR. When an employee is added to Core HR, either manually or via import, these fields will need to be completed before the employee's record can be created and/or an account be generated for the employee.

Additionally, there are a few fields in this section that may need to be defined. Those are the User Defined Fields 1-5. These fields can be used for a variety of information you may wish to collect in Core HR, but if you also have our Onboarding module, we may need to be sure these are set up to match the Custom Fields that are built-in Onboarding as Text Fields (if you wish to have that information pass over to Core HR). A good example of this may be a Driver's License number that is entered in Onboarding at the time the New Hire is filling out their paperwork.

Navigating to Required Fields
From the menu, expand Setup and click Required Fields.

Menu_-_Setup_-_Required_Fields.png

When initially reaching the page, you will be shown the required fields for employees. You can click Dependent from the top menu bar to view the required fields for dependents.

Required_Fields_-_00.png

Required Fields for Employee

CHR_-_Required_Fields_-_Employee_-_00.png

There are 4 checkboxes that specify what is required when completing employee demographics by an Administrator/Employee. After enabling/disabling the required fields, save your changes.

  • Required on Administrator Portal - Field will be designated in red and administrator will not be able to save demographics unless the field has data supplied
  • Visible on Employee Portal - Employee will be able to see data within change event if personal information is enabled within an event.
  • Required on Employee Portal - Employees will not be able to alter or edit personal information within an event unless fields highlighted in red below have been filed out and completed.
  • Read Only on Employee Portal - Employees may see data provided for them but are unable to edit the field if the selection is made by the administrator. The SSN for this individual has been selected below and the data is grayed out.
Available Required Fields for Employees
  • Exclude from Sync
  • Two Jobs
  • Dependents
  • Other Income
  • Deductions
  • Employee SSN
  • Employer Code
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Street 1
  • Street 2
  • City
  • State
  • Zip
  • Home Phone
  • Mobile Phone
  • Home Email
  • Work Phone
  • Birth Date
  • Birth Location
  • Gender
  • Marital Status
  • Tobacco User (True/False)
  • Handicapped (True/False)
  • Employee ID
  • Hours Worked
  • Work Email
  • Employee Status
  • Department
  • Facility 1 Name
  • Facility 2 Name
  • Job Code
  • Employee Type
  • Hire Date
  • Original Hire Date
  • Alternate Service Date 1
  • Alternate Service Date 2
  • Benefit Eligibility Date
  • Benefit Status
  • Retirement Date
  • Termination Date
  • Termination Reason
  • Title
  • Pay Schedule
  • Earning Deduction Code
  • Payroll Pay Group
  • EEOC Ethnicity
  • EEOC Occupation
  • EEOC Workers Compensation
  • User Defined Field 1
  • User Defined Field 2
  • User Defined Field 3
  • User Defined Field 4
  • User Defined Field 5
  • User Defined Field Lookup 01
  • User Defined Field Lookup 02
  • User Defined Field Lookup 03
  • User Defined Field Lookup 04
  • User Defined Field Lookup 05
  • User Defined Field Lookup 06
  • User Defined Field Lookup 07
  • User Defined Field Lookup 08
  • User Defined Field Lookup 09
  • User Defined Field Lookup 10
  • User Defined Field Lookup 11
  • User Defined Field Lookup 12
  • User Defined Field Lookup 13
  • User Defined Field Lookup 14
  • User Defined Field Lookup 15
  • NickName
  • Veteran (True/False)
  • Visa Type
  • Visa Expiration Date
  • EEO Class
  • Overtime Exemption (True/False)
  • Tax Form
  • Spouse is Employee (True/False)
  • Arcoro Id
  • Employee Cost Center 1 Code
  • Employee Cost Center 2 Code
  • Employee Cost Center 3 Code
  • Employee Cost Center 4 Code
  • Employee Cost Center 5 Code
  • ACA Employee Status
  • Additional Household Income
  • Country
  • Payroll Memo Field
  • Show in Pay Entry
  • Retirement Plan
  • Statutory
  • Deceased
  • Deferred Comp
  • Seasonal
  • Family
  • Work State
  • Work Fax
  • Work Phone Ext
  • Veteran Status - Disabled Veteran (True/False)
  • Veteran Status - Other Protected Veteran (True/False)
  • Veteran Status - Armed Forces Service Medal (True/False)
  • Veteran Status - Recently Separated (True/False)
  • Veteran Status - Active Duty Wartime or Campaign Badge (True/False)

Required Fields for Dependents

CHR_-_Required_Fields_-_Dependent_-_00.png

Similar to Employee dependents, there are 4 checkboxes that specify what is required when completing dependent demographics by an Administrator/Employee. After enabling/disabling the required fields, save your changes.

  • Required on Administrator Portal - Field will be designated in red and administrator will not be able to save demographics unless the field has data supplied
  • Visible on Employee Portal - Employee will be able to see data within change event if personal information is enabled within an event.
  • Required on Employee Portal - Employees will not be able to alter or edit personal information within an event unless fields highlighted in red below have been filed out and completed.
  • Read Only on Employee Portal - Employees may see data provided for them but are unable to edit the field if the selection is made by the administrator. The SSN for this individual has been selected below and the data is grayed out.
Available Required Fields for Dependents
  • Exclude from Sync
  • Dependent SSN
  • First Name
  • Middle Name
  • Last Name
  • Suffix
  • Relationship
  • Birth Date
  • Birth Location
  • Gender
  • Tobacco User (True/False)
  • Handicapped (True/False)
  • Full Time Student (True/False)
  • Part Time Student (True/False)
  • Student Hours
  • Valid Dependent (True/False)
  • Valid Beneficiary (True/False)
  • Household Member
  • Pet Breed
  • Pet Color
  • Commitment Date
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