iHRIS:Add Employee Information: Difference between revisions

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== Add Identifications ==
#REDIRECT [[iHRIS:Add Employee Information (4.0.5)]]
 
 
Your organization may require one or more identifications from employees and job applicants. Add this identification information to the person's record. Multiple identifications may be added for a single person. 
 
# In the person's record under the "Individual Information" section, click <u>Add Identification</u>. 
# Select the '''Identification Type'''.
# Enter the number or other identifier for the identification in the '''Identification Number''' box.
# Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. 
 
=== Troubleshooting ===
 
'''An error message appears when the Confirm button is clicked.'''
 
Make certain that all required fields have been completed. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to add an identification after all, click <code>Return (do not save changes)</code>.
 
'''The identification type is not available for selection.'''
 
Only the HR Manager can add new identification types to the system (see Add an identification type).
 
'''The identification information needs to be changed.'''
 
In the person's record, under "Individual Information," click <u>Update This information</u> beside the incorrect identification to edit it.
 
'''More than one identification is required.'''
 
For each identification, click <u>Add Identification</u> and add the new identification.
 
 
== Add Demographic Information ==
 
 
Add demographic information about the employee for reporting purposes. Demographic information includes date of birth, gender, marital status and number of dependents.
 
# In the employee's record under the "Individual Information" section, click <u>Add Demographic Information</u>. All demographic information is optional.
# Set the employee's '''Date of Birth'''.
# Select the employee's '''Gender'''.
# Select the employee's '''Marital Status'''.
# Enter the '''Number of Dependents''' for the employee.
# Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.
 
=== Troubleshooting ===
'''The correct marital status is not available for selection.'''
 
Only the HR Manager can add new marital statuses to the system (see Add a marital status).
 
'''The demographic information needs to be changed.'''
 
In the employee's record under the "Individual Information" section, click <u>Update This information</u> beside the demographic information to update any of the fields.
 
 
== Add Contact Information ==
 
 
For each person in the system, whether an employee or a job applicant, four types of contact information may be added: personal, or home, contact; work contact; emergency contact; and other contact. Only one contact may be added for each type. Contact information may be added at any time after the record is created. All contact fields are optional.
 
# In the employee's record, click <u>Contact Information</u> in the side menu to jump to the "Contact Information" section of the record.
# Click the link for the type of contact information to add.
# Enter the full '''Mailing Address'''.
# Enter a primary '''Telephone Number'''.
# Enter an '''Alternate Telephone Number''', such as a mobile phone.
# Enter a '''Fax Number'''.
# Enter an '''Email Address'''.
# Enter any '''Notes''', such as the name of an emergency contact.
# Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. 
# Repeat for each type of contact to add for the person.
 
=== Troubleshooting ===
 
'''The correct Add Contact link doesn't appear.'''
 
Make certain that contact information hasn't already been added. For example, if the <u>Add Personal Contact</u> link doesn't appear, check the "Contact Information" section of the employee's record for a "Personal Contact" section. You can then change the previously entered contact information.
 
'''Contact information that was previously entered needs to be changed.'''
 
In the employee's record under the "Contact Information" section, click <u>Update This Information</u> beside the type of contact information to change and edit any field.

Latest revision as of 11:46, 10 June 2010