People Information

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Select an employee from the list.

The top portion of the page contains read-only summary information about the employee. You can edit this information in the Employee, Timekeeping, Scheduling, Accruals, Leave, Attendance, and Devices sections.

Note: Anything listed in the summary information that is not in the Employee, Timekeeping, Scheduling, Accruals, Leave, Attendance and Devices sections is defined as a custom label in Application Set-up > Display Preferences > Site-defined Labels > Custom Field Labels. For example, if you want to list the Attestation The act of confirming or attesting that something is true. For example, when punching out, users may need to attest that they took their meal breaks. Profile here, you need to define it as a custom label because it is in the Employee Role section, which is not populated automatically. Consequently, the Attestation Profile name listed in this section could be different from the actual Attestation Profile listed in the Employee Role section.

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Click Person > New.
4. Click Edit Licences .
5. In the Edit Licences panel, select the appropriate licences and roles, and then click Apply.
6. For more information on licenses and roles, see Assign Licenses to people and Assign roles to people.
6. Add people information, for example in the Employee section enter the employee's name, ID, hire date, and primary job. The sections and fields available depend on the licenses and the role selected for the employee.

   Note: To specify Beginning of Time as a start date or an effective date, enter 1/1/1900.

7. Click Save .

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Select an employee from the list.
4. Make the necessary edits.
5. Click Save .

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Select an employee from the list.
4. Click Person > Duplicate.
5. Modify the people information as necessary.
6. Click Save .

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Select an employee from the list.
4. Click History .
5. Select an attribute from the list
6. Click OK to close the window.

Note: When you delete a person, all historical information for the person is also deleted. This action is not reversible. If you need to terminate an employee, see Terminate An Employee.

The system’s default behaviour does not allow deleting a person record in a production (PRD) tenant. If there is a need to delete a person’s record in a production tenant, you can request an exception by contacting Support.

Review the following information about deleting a person from a production tenant:

• Deleting a person may result in data integrity issues.
• The exception to delete a person in a production tenant exists specifically to delete a person that was added in error and has no transactional data.
• Rather than delete a person from a production tenant, you can instead obfuscate, or de-identify, personally identifiable information (PII) in the person record so that only work data for the person remains. This enables you to retain a person’s work data for your records (and may also be required for other reasons) without compromising the data privacy and protection of current or former employees. Obfuscating PII simply means to change personally identifiable attributes of a person record to something different. Consider changing fields like home address, first name, last name, phone number, and so on.

Note: The system’s default behaviour does allow deleting a person’s record from a non-production (NPR) tenant, where the impact of any data integrity issues is negligible.

1. Click Main Menu .
2. Select Maintenance > People Information.
3. Select an employee from the list.
4. Click Person > Delete.
5. Click Yes to confirm that you want to delete the person. This action is not reversible.