Human Resources Profile Page

Use this page to define general system information, establish payroll, deduction, additional withholding, timecard, and attendance settings, track system modules that are installed, enter direct deposit setup data, add federal and state reporting information, and access other parameters that apply throughout the Human Resources System.

You also can use Action Bar items to create user-defined pages for employee and applicant records, adjust state-specific profile settings, and tailor page order and data requirements for the Add Employee procedure.

Menu Path: System Administration > Administration > Profiles > Human Resources Profile

Sections and Tabs

Following are descriptions of the sections and tabs in the Human Resources Profile page:

General Section	Enables you to set the date for Human Resources transactions and define client, system, and company (software) titles for Human Resources pages and reports. For details, refer to the Fields section below.
System Modules Section	Determines the systems used at your site, including Payroll, Personnel, Position Control, Benefits, Applicant Tracking, and Fund Accounting. For details, refer to the Fields section below.
Local System Options Tab	Specifies the options for numbering employee and applicant records, titles for low organization and project code fields, and settings for payroll, timecard, and attendance processing. For details, refer to Local System Options Tab.
Payroll Tab	Contains setup information for additional salary entry, payroll deductions, and direct deposit transactions. For details, refer to Payroll Tab.
Federal/State Reporting Tab	Stores key information for federal and state reports, such as your organization's name, address, and tax ID numbers. For details, refer to Federal/State Reporting Tab.
Direct Deposit Voucher Email Tab	Enables you to set up information for sending direct deposit vouchers in PDF format to employees via email as part of payroll processing. To use this feature, you must have Optio software for printing paychecks and vouchers. For details, refer to Direct Deposit Voucher Email Tab.
Miscellaneous Tab	Stores the code used to identify the custom programming in your baseline application programs. For details, refer to Miscellaneous Tab.

Action Bar Items

The Human Resources Profile page's Action Bar includes the following items:

Defined Windows	Enables you to add user-defined pages for employee information beyond data tracked in the standard Human Resources employee record. For details, refer to Defined Windows Item.
Applicant Windows	Lets you create user-defined pages for applicant information beyond the data tracked in the standard applicant record through Applicant Tracking. For details, refer to Applicant Windows Item.
State Window	Stores information required by your state for tracking Human Resources data. This page is created specifically for your organization. For details, refer to state documentation provided by PowerSchool. For details, refer to State Window Item.
Employee Add Setup	Determines the order and type (required or optional) of data entry pages in adding employees. For details, refer to Employee Add Setup Item.

Fields

General Section

Field	Description
Transaction Date	Current date which is applied to records created through Human Resources. Usually, this field is updated automatically each day through a cron job.
Client	Your organization’s name as it should appear in reports and some system pages. Character/60
System	Title of the software package. Character/40
Company	Software vendor that supplied this package. Character/40

Following are description for fields in the Human Resources Profile page's System Modules Section:

System Modules

Field	Description
Payroll	Checkbox determining whether the Human Resources System's Payroll module is installed. Select the box if your site uses Payroll.
Personnel	Checkbox determining whether the Human Resources System's Personnel module is installed. Select the box if your site uses Personnel.
Position Control	Setting indicating how your organization uses the PowerSchool ERP Position Control System. Select: Y - Use Position Control - The system requires position assignments for employees in Position Control job classes. Positions cannot be filled past the levels defined in Position Control. N - Do No Use Position Control - Position Control is not in effect. T - Tracking Mode - The system requires position assignments for employees in Position Control job classes. The system provides a warning if you over-fill a position, but does not prevent over-filling.
Benefits	Checkbox determining whether the Employee Benefits System is installed and sharing data with Human Resources. Select the box if your site uses Employee Benefits.
Applicant Tracking	Checkbox determining whether the Applicant Tracking module is installed. Select the checkbox if your site uses Applicant Tracking.
Fund Accounting	Checkbox determining whether the Fund Accounting System is installed. Select the checkbox if you have Fund Accounting.