Personnel Information Page

Use the Personnel Information page to enter employee information.

The page is made up of three sections:

Personnel: Has fields for personnel data, such as the employee's gender, employment status, tenure and seniority dates, bargaining unit, and Workers' Compensation code.
Employment: Has two sections:
- The General section stores the number of years the employee has worked for your organization, within your state, and in total.
- The EEO section accepts codes related to Equal Employment Opportunity reporting.
Contact: Has three sections:
- The Phone section stores the employee's home, work, and cell numbers.
- The Emergency section accepts an emergency contact's name, home phone number, and cell phone number.
- The Physician section accepts the name and phone number of the employee's physician.

Personnel Fields and Descriptions

Only two fields in this section are required by the system:

Sex at Birth or Gender: The Gender Label on this field can be edited on the Human Resources profile's Local System Options tab.
Part-Time Status

Field	Description
Status	Code indicating the employee's status, as defined in the Status Code table.
Sex at Birth or Gender	Employee's sex at birth. Choose from: M - Male F - Female
Gender Identity	Employee's gender identity. The default matches Sex at Birth. Options are defined in the Gender Identity Codes table. This field may be hidden on the Human Resources profile's Local System Options tab.
Part-Time Status	Employee's status in terms of full-time or part-time. Choose from: F - Full-time P - Part-time
Handicapped	Select the checkbox if the employee reports a handicap.
Last TB Test	Date of the employee's last tuberculin test.
Tenure Date	Date when the employee received or is expected to receive tenure.
Seniority Date	Date when the employee received or is expected to attain seniority.
Employee Type	Code identifying the employee's employment category, as defined in the Employee Type table.
Location	Code identifying the employee's work location, as defined in the Location table. This entry is required for EEO reporting. Note that these location codes are not the same as those entered in the Base Location field of the Base Employee Information page. Base Location codes originate in Security's Location Codes table.
Staff State ID	Employee's ID number assigned by the state.
Bargaining Unit	Code identifying the employee's union or salary grouping code, as defined in the Bargaining Unit table.
Workers' Comp	Code identifying the employee's category regarding employer-paid insurance premiums, as defined in the Workers' Compensation table. The system uses this entry in the Workers' Comp Rate Study.
Include in Summer Accruals	Select the checkbox if the employee should be included in summer pay fiscal year accruals. This field only displays if the Summer Pay Fiscal Year Accruals field on the Human Resources Profile is set to P - Encumbrance and Personnel Flag.

Employment Fields and Descriptions

The tab's General section stores the employee's years of employment. The EEO section relates to Equal Employment Opportunity reporting. The Human Resources Profile's EEO Report Default field determines whether you can access this section.

Field	Description
Years Employed	The number of years the employee has worked for your organization. The field allows one decimal place. If you enter two decimal places for a number under 10, the system rounds the entry to the nearest tenth; for example, 9.25 rounds to 9.3. For a number greater than 10, the second decimal place is dropped; for example, 10.28 rounds to 10.2. The system does not automatically update Years Employed.
Years in State	The number of years the employee has worked in your state. For the rules applying to decimal numbers, refer to the description for the Years Employed field. The system does not automatically update Years in State.
Years in Total	Employee's total years of experience. For the rules applying to decimal numbers, refer to the description for the Years Employed field. The system does not automatically update Years in Total.
EEO Reported	Selection indicating whether the employee is to be included in the EEO4 or EEO5 report. Access to this field and available selections depend on the Human Resources Profile's EEO Report Default field. EEO-4 Municipalities: Available if Profile is set to 4-EEO4 or B-Both EEO4/EEO5. With the EEO-4 Municipalities selection, you must complete the EEO Category and EEO Function fields. EEO-5 School Districts: Available if Profile is set to 5-EEO5 or B-Both EEO4/EEO5. With the EEO-5 School Districts selection, you must complete the EEO Category field, but you cannot access the EEO Function field. Not Reported: Available with all Profile settings, except N - Not Reported, which prevents you from accessing the EEO section. With the Not Reported selection, you cannot access the EEO Category and EEO Function fields.
EEO Category	Employee's primary job assignment for EEO reporting. For information on whether this field is available, refer to the descriptions of the selections in the EEO Reported field. Also, note that the EEO Category selections depend on whether you file the EEO-4 or EEO-5 report. EEO4 Report: Municipal and state governments. If this report applies, you must also complete the EEO Function field. 1 - Officials - Administrators 2 - Professionals 3 - Technicians 4 - Protective Service 5 - Para-professionals 6 - Administrative Support 7 - Skilled Craft 8 - Service-Maintenance EEO5 Report: School districts. The EEO Function field does not apply to this report. 1 - Officials, Administrators, and Managers 2 - Principals 3 - Assistant Principals, Teaching 4 - Assistant Principals, Non-Teaching 5 - Elementary Classroom Teachers 6 - Secondary Classroom Teachers 7 - Other Classroom Teachers 8 - Guidance 9 - Psychological 10 - Librarians/Audio Visual Staff 11 - Consultants & Supervisors of Instruction 12 - Other Professional Staff 13 - Teacher Aides 14 - Technicians 15 - Clerical/Secretarial Staff 16 - Service Workers 17 - Skilled Crafts 18 - Laborers 20 - Part-Time Professional Instructional 21 - Part-Time All Other
EEO Function	Function code used by municipal and state governments in EEO4 reports. Refer to the description of the EEO Reported field for information on whether this field displays. If so, select one of the following codes: 1 - Financial Administration/General Control 2 - Streets and Highways 3 - Public Welfare 4 - Police Protection 5 - Fire Protection 6 - Natural Resources/Parks and Recreation 7 - Hospitals and Sanitariums 8 - Health 9 - Housing 10 - Community Development 11 - Corrections 12 - Utilities and Transportation 13 - Sanitation and Sewage 14 - Employment Security State Governments Only 15 - Other

Contact Fields and Descriptions

This tab stores telephone numbers for the employee's home, office, emergency contact, and physician.

Field	Description
Home	Employee's home telephone number.
Unlisted Phone Number	A checkbox indicating whether the employee's home telephone number is unlisted. If so, select the checkbox. Unlisted numbers appear with a notation in the Address Directory and Personnel Information reports.
Work	Employee's work telephone number.
Cell Phone	Employee's cellular phone number.
Other Phone	The additional telephone number provided by the employee.
Contact (Emergency)	Name of the person to contact in an emergency affecting the employee.
Phone	Emergency contact's telephone number. This can be a home or work number, as provided by the employee.
Emergency Cell Phone	The number of the emergency contact's cellular phone.
Name (Physician)	Name of the employee's primary physician.
Phone	Physician's telephone number.