Personnel Tab
Use this tab to store general personnel information on an employee, EEO information, job skills, and personal interests. Initially, this data is entered in the Personnel Information page when you add a new employee.
You can access additional personnel records for an employee using the items in the Personnel Information group on the Employee Information page's Action Bar. For information, refer to Personnel Information Pages.
Menu Path
From the Human Resources menu, select Entry and Processing. From the Employee menu, select Employee Information. Search for and select an employee record. Double-click or click Accept. Select the Personnel tab.
Tab Sections
The Personnel tab includes the following sections:
Section | Description |
|---|---|
General Personnel | Includes general personnel information, such as the employee's status regarding full-time or part-time employment, tenure and seniority dates, work location, and Workers' Comp information. |
EEO | Identifies the employee's Equal Employment Opportunity (EEO) reporting. |
Contract Types | Lists types of contracts assigned to the employee. |
Job Skills | Lists skills possessed by the employee. Depending on your procedures, this can include skills that are part of the employee's regular responsibilities or are in addition to those required of the employee's position. |
Other Interests Or Preferences | Lists either job-related or extracurricular interests and preferences expressed by the employee. |
Field Descriptions
General Personnel Section
This section stores basic personnel data on the employee:
Field | Description |
|---|---|
Part Time Status | Indicates whether the employee is full-time or part-time. |
Employee Type | The code identifying the employee's general employment category, such as Professional or Secretarial, as defined in the Employee Type Table. |
Handicapped | Indicates whether the employee reports a disability. |
Last TB Test | The date of the employee's last tuberculin test. |
Tenure Date | The date when a school district employee is expected to receive tenure. In municipalities, you can leave the field blank or use it to enter the date when an employee reaches a particular milestone, such as the end of a probationary period or vestiture in your state's retirement program. |
Seniority Date | The date when the employee received or is expected to attain seniority. |
Location | The code identifying the employee's work location, as defined in the Location Table. This entry is required for EEO reporting. |
Staff State ID | The employee's ID number assigned by the state. |
Bargaining Unit | The code identifying the employee's union or salary grouping code, as defined in the Bargaining Unit table. |
Workers' Comp | The 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 | Indicates whether 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. |
EEO Section
This section contains information relating to Equal Employment Opportunity (EEO) reporting. The Human Resources Profile's EEO Report Default field determines whether you can access this section. For additional information, refer to the description of the EEO Reported field.
Field | Description |
|---|---|
EEO Reported | Indicates whether the employee will be included in the EEO-4 or EEO-5 report. Access to this field and the available selections depend on the Human Resources Profile's EEO Report Default field. Select:
|
EEO Category | The 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. EEO 4 Report: Municipal and state governments. If this report applies, you must also complete the EEO Function field.
EEO 5 Report: School districts. The EEO Function field does not apply to this report.
|
EEO Function | The function code used by municipal and state governments in EEO-4 reports. Refer to the description EEO Reported field for information on whether this field displays. If so, select one of the following codes:
|
Contract Types Section
Field | Description |
|---|---|
Contract Type | Selection of created contracts. For details on contracts, refer to Contracts. |
Board Date | The date the board approved the employee's contract. |
Job Skills Section
This section includes five identical fields for entering additional skills possessed by the employee.
Field | Description |
|---|---|
Job Skills | The codes identifying skills other than those that pertain to the employee's primary job assignments. Examples include fluency in a second language, computer proficiency, CPR certification, fire safety training, and community leadership experience. The field's selections are defined in the Job Skill Table. |
Other Interests Or Preferences Section
This section includes six identical fields listing the employee's interests beyond those directly related to regular job assignments.
Field | Description |
|---|---|
Other Interests Or Preferences | The codes indicating the employee's interests, as defined in the Other Interests Table.
|