Add Employee

Video

Adding an Employee video

Getting Started

Select Human Resources button on the right side of the screen.

1. Under Entry, select Human Resource Master.

Setup Options

1. School Year--default value is ALL. When entering a new employee you may want to leave this setup value of ALL so that returning personnel will be available to update instead of requiring a new employee record.

   District Code--default value will be your district.

   School Code--default value is ALL. This is recommended so that changing of or adding new contracts can be done without changing setup values.

   Home Base--default value is ALL.

   Include Substitutes---default value is YES.

2. Click OK.

Adding a New Employee

1. Click the New button at the bottom of the screen.

   Note: The Resource Master screen will have the following fields with RED letters for the label--Name, Staff ID, SSN, Gender, Date of Birth. These are critical fields that are required for a new employee record to be created. Additional information will be required for data submission to the DOE for PEP.

2. Click in the Name field and a new popup will appear. Enter First Name, Middle Name, Last Name and suffix (if applicable).
3. Click Close for Name field to be populated.
4. Staff ID will be automatically generated at this time.
5. Click the SSN field for the data entry popup to appear. Enter the employee's Social Security Number (SSN).
6. Click Close for SSN field to be populated.
7. Select the employee's gender using the drop down list.
8. Click the Date of Birth field and use the calendar selection process to select the employee's date of birth.
9. Click Close for DOB field to be populated.
10. Click Save or continue entering the information in the other remaining fields. Refer to the PEP data requirements below to determine what additional information will be needed for DOE submissions.

Additional Demographic Data Elements Required for PEP Submissions

1. Cert Info--Certification Information. Enter information in the Active Certification section--Type, Number, Suffix, and/or Exception.
2. Obsolete--Enter the type and code. Use the CTRL key to select multiple values of each category. Note: This is an older way of identifying what a person does (object/function) and some payroll vendors still use this field.
3. General Ethnic/Religion--Select whether employee is Hispanic/Latino or Non-Hispanic/Latino
4. Applicable Ethnic--Select either 01 American Indian or Alaskan Native, 02 Asian, 03 Black (Not Hispanic), 04 Hispanic (not required if employee is Hispanic), 05 White (Not Hispanic) or 06 Native Hawaiian or Pacific Islander. Multiple ethnic indicators can be selected.
5. Highest Education--information required for all employees
6. Retirement Code--select retirement system from list
7. Status Code--select code from list
8. Highly Qualified--enter up to 14 areas in which a certified employee is highly qualified. Each area requires a Method by which HQ was determined.
9. Retiree CD--indication of whether a return-to-work retiree salary is with/without salary limits or caps

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Human Resources Main Page

Human Resource Master Page