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Field | Description | Notes | ||||||
Personal Information | ||||||||
Emp. ID | Unique identification number for the employee. | |||||||
First Name | First name of the employee. | |||||||
Middle Name | Middle name of the employee. | |||||||
Last Name | Last name of the employee. | |||||||
Display Name | Name that appears on the
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Hire Date | Date on which the employee was hired. | |||||||
Birth Date | Birth date of the employee. | |||||||
Gender | Gender of the employee. | |||||||
Marital Status | Marital status of the employee. | |||||||
# Dependents | Number of dependents that the employee claims. | |||||||
Payroll Emp. ID | Employee's unique identification number used in the payroll system. | |||||||
Alt. Emp. ID | Alternate unique identification number of the employee. This alternate employee ID number can be set to use in place of the Emp ID. | |||||||
Extra Data | Additional information about the employee. | |||||||
Ethnicity | Ethnicity of the employee. | |||||||
Locale | Default language for the employee. | |||||||
SNN | Social Security Number of the employee. | |||||||
SNN Exempt | Check box to select if the employee does not require a Social Security Number. | |||||||
Employment Information | ||||||||
Seniority Date | Date on which the employee's seniority is calculated. Although this date is usually the same as the hire date, there are instances when the seniority date might differ from the hire date. For example, if an employee is initially hired, leaves the company, and is later rehired by the same company, their seniority date might be the date of the initial hire and their hire date might change to the rehire date. | Default: This field automatically displays the date on which you enter the new employee record. The date entered should be verified for accuracy. | ||||||
Work Class | Whether the employee is full time, part time, seasonal, temporary, or on call. | |||||||
Primary Class | User-defined groups by which you can group employees. | The available user-defined groups are created in System Setup > Employee Classes. | ||||||
Secondary Class | Additional user-defined groups by which you can group employees. | The available user-defined groups are created in System Setup > Employee Classes. | ||||||
Tipped | Whether the employee is tipped, not tipped, or indirectly tipped. | |||||||
ADA Accommodations | Whether an employee fits the ADA criteria and what special accommodations need to be made. Type custom text or notes in the field. | |||||||
Orientation Date | Date on which the employee attended orientation. | |||||||
401K Eligible | Date on which the employee became eligible to receive 401K benefits. | |||||||
401K Enrolled | Date on which the employee enrolled for 401K benefits. | |||||||
Next Review | Date on which the employee's next review should occur. You can type a specific date, click the calendar icon and select a date, or automatically set the next review to be in 90 days or 1 year from the hire date by clicking on the respective button. | |||||||
Last Review | Date on which the employee's last review occurred. You can type a specific date or click the calendar icon and select a date. | |||||||
Contact Information | ||||||||
Address | Address of the employee. | |||||||
Address 2 | Address of the employee (apartment, room, or suite number). | |||||||
City | Employee's city of residence. | |||||||
State | Employee's state of residence. | |||||||
Zip Code | Employee's zip code. | |||||||
Home Phone | Home phone number for the employee. | |||||||
Mobile Phone | Mobile or cellular phone number for the employee. | |||||||
Other Phone | Other phone number for the employee. | |||||||
Contact email address of the employee. | ||||||||
Emergency Contact | Name of the employee's emergency contact. | |||||||
Emergency Phone | Phone number of the employee's emergency contact. | |||||||
Edit Time Clock / Kiosk Use this section to configure each employee to use the Time Clock and/or Employee Portal. Depending on what software modules you own, and your Time Clock configuration, you might not see these fields. | ||||||||
Clock Administrator | If selected, the employee is granted Time Clock Administrator permission and can perform the following tasks in the Time Clock:
For more information on working with Time Clocks, see UniFocus Time Clock User Documentation. | |||||||
Bypass Biometric Verification | Select the check box if the employee does not need to go through biometric verification (for example, a finger scanner). | If you do not have Time Clocks with biometric verification enabled, this field does not apply. | ||||||
Enable Auto-Punch Mode | If selected, the employee does not have to punch In, Out, Back, or Break. | |||||||
PIN | Personal Identification Number—Type the access PIN for each employee. This PIN is used when an employee clocks in/out. | |||||||
Password | Select a password for the employee that allows them to access the Employee Portal. |
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