People Information

Use the People Information page to configure employee information records. People Information governs each employee's work environment, including access profiles, pay and accrual rules, scheduling, and so forth.

View 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 Setup > Display Preferences > Site Defined Labels > Custom Field Labels. For example, if you want to list the Attestation Profile here, you need to define it as a custom label because it is in the Employee Role and Manager Role - General sections, which are not populated automatically. Consequently, Attestation Profile names listed in this section could be different from the actual Attestation Profile listed in the Employee Role and Manager Role - General sections .

Add a person

  1. Click Main Menu .
  2. Select Maintenance > People Information.
  3. Click Person > New.
  4. Click Edit Licenses .
  5. In the Edit Licenses panel, select the appropriate licenses and roles, and then click Apply.

    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 .

Edit people information

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

    To assign a Generic Data Access Profile (GDAP) to a manager, see Generic Data Access Profiles .

  5. Click Save .

Duplicate people information

  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 .

View people information history

  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.
    Note: Some attributes may not be available for selection if you do not have the appropriate access rights in your function access profile.
  6. Click OK to close the window.

Delete a person

Review the following information before deleting a person:

  • 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.
  • Deleting a person may result in data integrity issues.
  • Rather than delete a person, 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: To delete a person, first enable the global system setting and allow the function access control points for the appropriate managers. See the People Editor section in the Manager - Common Setup topic for more details.
  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 you want to delete the person. This action is not reversible.