You use the General tab to enter basic employee information.

Caution: If your company uses interface files for importing data into

RMS

, most of the information on the General tab of the Employee Maintenance screen is automatically updated with each import. The only field that you should update is the Display Name field, which is not overwritten with each interface file import. Check with your HR or Payroll department to determine whether your company uses interface files.

Editing the General tab

Click in a field you want to edit.
Depending on the type of information, do one of the following:
- Type in the field to add or edit the text.
  Or
- Select an option from the drop-down list.
  Or
- Select or clear the checkbox.

The information you enter is saved immediately.

Fields on the General tab

This table describes the default fields and controls for this tab.

Note: The fields that appear on the General tab of the Employee Maintenance screen depend on the configuration in the Employee Field Override screen. You might not see all of the fields defined in the table below.

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 RMS screens. For example, an employee might be commonly known by their middle and last name. If only the first and last names appear in Employee Maintenance, users might not recognize the employee. You can change the display to reflect the actual name used by the employee.
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.
Email	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: Enroll and re-enroll employees. Refresh the Time Clock application so that newly added employees can use the Time Clock. Shut down the Time Clock application. 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.

LMS Documentation 9.x

General tab - Employee Maintenance

Editing the General tab

Fields on the General tab