The main Personnel menu appears as shown below:

The Personnel menu includes the following:

Personal Information

Name & Address
 

Notifications
Cell phone info, number and provider, along with SMS acceptance (Short Message Service), which is the agreement to receive text messages on your cell phone from the systems Self Scheduling and Mass Messaging, i.e. when the self scheduling period opens you are notified.
 

Facility, Department, Type

Keep record of facility, department, employee type and any notes, by date.

Shift & Schedule
Shift assignment, position, supervisor, schedule line, unit, task, day code, hours per day/FTE, schedules updated to/posted to, max schedule hours, allow call in, schedule rule, schedule rule default, Shift Exchange rule, TSR rule, call in rule, Time Off Request rule.

TSR

Shadow employee 1, 2, 3, signed collective agreement, employee agreement expiration date.

Group Assignment

Type, type code, status (please see Deleting Employees for further information on employee's status changes), union, pay cycle, holiday group, hire & termination dates, lieu rules, system exception group, Self Scheduling group, probation expiration date.

Login Info

Login, password, expiry date, security access group, security restriction group, IP restriction, must change password in (days), password changed, email, account locked, must change password at next log in, link to managers.

User Defined Fields

Unique fields created specifically for your company.

Tracking Lists

Additional unique tracking options for your company.

Terminals

Defines what time clocks an employee can clock at – all or specific.

Biometrics

Finger scan info: which finger, security level, quality of the scan.

Time Zones

Used to define time zone differences between where the database is located and where the employee works.

Rates & Classes

Employee Rate

Hourly and salary rates by date or for tracking employee rates when classes are not being used.

Employee Class

Home class assignment, historically by date.

Probation

A list of home and worked classes, along with the employee's corresponding probation level and rate.

HR Info

Emergency Contact

Names and numbers.

Discipline

Processed violations to company discipline rules.

Excused Discipline

Excuse Exception Codes from be included in discipline violations.

Performance Evaluations

Annual and semi-annual performance evaluations.

Skills

Tracking list of an employee's skills.

Training

Tracking list of an employee's scheduled and completed courses.

Licenses

Tracking list of the details of any licenses held by the employee.

Accidents

Tracking list of on-site accidents and follow-up, like doctor visits or therapy sessions after an at work accident.

Benefits / Deductions

Tracking list of selected company benefits selected.

Dependents
List of spouse, children, birth dates, etc.

Vehicle

Make, model, colour and plate information. An employee may have more than one vehicle, however, one must be assigned as the primary.

Seniority

Standard

Active, posted, history and current seniority values.

Worked Class Hours - Active

Hours breakdown by all classes worked - active, posted and current.

Payroll Info

Ceridian

Data specific to Ceridian payroll exports.

Payroll

Additional data specific to Ceridian payroll exports. Also includes the Gross Wages and Vacation (OESA) pay fields for use with theTime Banks.

PBJ
 

General

Keep track of an employee's old and new employee number.

Allocation

Tracking an employee's allocation % by class.

Pay Types

Track pay type by date i.e. Non-Exempt, Exempt etc.

Time Banks

Assigned Time Banks with General, Details, Attendance and Liability tabs for each bank.

Go to Top of Page

The main Personnel menu appears as shown below:

To add, delete or modify the employee, click the Actions icon and select the appropriate option (Add Employee, Delete Employee or Modify Employee) from the drop-down menu.

To select different employees from the list:

Click the Previous or Next arrows located the left or right of the employee name. You may also use the Employee Panel by clicking in the Employee name window.

If you need to find an inactive employee, open the Employee Panel  and click on the Filter option (shown below) and untick the ACTIVE ONLY box.

This will present the employee list with EVERY employee in your database regardless of their status (active, inactive, quit, etc.)

▪Click Save to save your data.

▪Click Refresh to restore data to originally existing values (before you save).

Actions Menu Options

When you select add, delete or modify, a drop-down list will appear. These options will appear on other pop-up menus within StaffScheduleCare as well.

Go to Top of Page