Quick Start Guide

This category should be used to store the most important data related to a worker’s employment status.

 

The index fields in this category are split up into three different tabs: Employee Details, Personal Info, and Job Position.

 

A few points to keep in mind with this category:

 

First Name/Last Name – These are free text fields. The yellow highlighting indicates that they are mandatory fields. This means the fields require a value to be entered in order to save the document.

 

Employee No. - It’s recommend to make this field mandatory for identification purposes. You can do this by right-clicking on the field box, selecting Properties, and checking the box labeled Mandatory. This field also contains automatic links to other categories. This means that documents which share the same value for this field will be automatically linked across categories, making it easier to find related documents. This field is linked to the field Employee No. in the following categories:

 

•Leave Request

•Performance Review

•Time Sheet

•Expense Report (Accounting folder)

 

Record Type – This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Report Type. Although the entries in this dictionary can be modified and added to, the default values are:

 

•Disciplinary

•Form 1099

•Form I-9

•Form W-4

•Healthcare

•Offer Letter

•Resume

SSN – This is a free text field. The yellow highlighting indicates that it is a mandatory field. This means the field requires a value to be entered in order to save the document.

Department - This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Department. Although the entries in this dictionary can be modified and added to, the default values are:

 

•Customer Service

•Finance

•Human Resources

•IT

•Legal

•Logistics

•Manufacturing

•Marketing

•Quality Assurance

 

Status - This is a keyword dictionary, a field which only allows users to select values from a pre-determined list. This field uses a pre-existing keyword dictionary called Employee Status. Although the entries in this dictionary can be modified and added to, the default values are:

 

•Contractor

•Full Time

•Inactive

•Other

•Part Time

•Temporary