Standard Reference Table Procedures

Besides providing its own tables, the Recruitment System draws on tables originating Payroll, Personnel, Education, System Administration, Workflow.

This section outlines the standard procedures for searching for, adding, updating, deleting, and printing table records.

Menu Paths

To access a table in a particular system, use one of the following menu paths:

Recruitment: Human Resources > Reference Tables > Recruitment

Payroll: Human Resources > Reference Tables > Payroll

Personnel: Human Resources > Reference Tables > Personnel

Education: Human Resources > Reference Tables > Education

System Administration: System Administration > All > Security (Roles and Location Codes options)

Workflow: System Administration > All > Human Resources Workflow Tables

Searching for and listing table records

1. Follow the menu path for accessing a system's tables.

2. Select the option for displaying the table's page.

3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
   The records found in your search display in the List section.

Adding table records

1. Follow the menu path for accessing a system's tables.

2. Select the option for displaying the table's page.

3. Click Add New.

4. In the Detail section, enter a unique code in the Code field, and then complete the remaining fields.

5. Click OK to save the record.

   • If the Continuous checkbox is selected, you return to the detail section's Code field. To add another record, repeat Steps 4-5. When you finish adding records, click Back.

   • If the Continuous checkbox is blank, you return to the Search section.

Updating table records

1. Follow the menu path for accessing a system's tables.

2. Select the option for displaying the table's page.

3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

4. In the List section, select the record to update, and then click OK.

5. In the Detail section, change the desired fields. You cannot change the Code field, since this field identifies the record.

6. Click OK to save the record.

Deleting table records

1. Follow the menu path for accessing a system's tables.

2. Select the option for displaying the table's page.

3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

4. In the List section, select the record to delete.

5. Click Delete.

6. In the Confirmation dialog, click Yes.

Printing table records

1. Follow the menu path for accessing a system's tables.

2. Select the option for displaying the table's page.

3. In the Search section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
   The records found in your search display in the List section.

4. Click Print.

5. In the Print window, specify how you want to generate the report, and then click OK.
   Some tables allow you to display a report or save it to a file, while others enable you to create a PDF file or Excel spreadsheet.