To create a new Employee, click the
Select the Company, and enter the Last Name and First Name of the new employee you would like to add. An option to not show the gender is possible with the system preference code is SHOWGENDER controls the Gender field on this page. Check with your Equus Representatives to know more about this.
Click
to proceed.
NOTE: If your system is configured to use HRIS data integration, you may be prompted for different information at this point.
A search will be performed against all current employees for any potential matches to prevent duplicate employee entry. If no matches are found you will be taken to the Employee page to complete the creation of your new employee. If matches are found, they will be displayed in the “Possible Employee Matches” section of the page. If your new employee is a different person from any of the possible matches, click the
button to continue to the Employee page. Otherwise, you may click the pencil icon to select the matching employee.
Note: The fields with an asterisk (*) before the field caption are required fields.
Some key fields on the Employee page:
Company – an employee must be assigned to a specific company. Selection of the company will create automatic options for some fields (i.e. the HR Contact dropdown list will include those set up for the company selected).
Employee System # - defaults to be auto generated. This can be changed to be input; however, each employee must have a unique ID. You can enter “new” into the field and the system will auto generate a unique ID for you. To allow manual input please contact your Client Account Manager.
Auto Generate user ID – if this employee will be logging into the application via the Portal, then the employee will need to have a user id and password. To automatically generate the user record and id, tick this checkbox. Before clicking the Save button, provide an email address and select a security role for the employee.
Security Role – The configured Security Role(s) are listed in a dropdown list. To configure Security Role(s), go to the Portal Configuration page from the Portal Configuration menu section for the company.
To edit an existing employee:
Select the Relocation/Assignment tab
Enter search criteria
Click Search button
Select Employee link to view/edit the employee.
A user can reset a user’s password, and/or unlock their account from this page.
Note: This feature requires additional page and page section permissions that can be set by an administrator. The role of the user must have both view and execute permissions on the “Employee” page, as well as page section permissions of view and execute on “Employee – Security Reset Password” and “Employee – Security Unlock Account”.