User Reference Employee Console - R12

User Reference

Employee Console - R12

By CMiC

Proprietary NoticeThe contents of the CMiC software product, including both this reference guide and the program components, are proprietary to Computer Methods International Corp. (CMiC), are copyright protected and are considered Confidential Information by CMiC. All rights are reserved by CMiC. A copy of the reference guide and the program has been provided to the original licensee under license with CMiC strictly for their own use under the terms of the license. All copies of this reference guidewhether in print or electronic format must contain a copy of this Proprietary Notice. Any selling, licensing or other distribution of the contents of either this reference guide or the program components, whether for profit or not, is unlawful and may subject the violator and the original licensee to termination of license, criminal charges, civil action, or any combination of these.

Copyright 2020

Computer Methods International Corp.4850 Keele StreetToronto, Ontario M3J 3K1Canada

Risk of Use NoticeThe CMiC software product, including both this reference guide and the program components, is licensed on an “AS IS” basis. The entire risk as to the results of its use is with the licensee. Except for with respect to warranties in certain jurisdictions that are imposed by statute and that may not be waived by one or more of the parties, and only to the extent of such warranties in such jurisdictions, Computer Methods International Corp. (CMiC) makes no warranties whatsoever, either expressed or implied, with respect to the quality, performance, merchantability or fitness for any particular purpose of any or all components of this software product, except as provided in the licensee’s license agreement. Except as provided in the licensee’s license agreement, the licensee (and not CMiC or its agents) will be solely responsible for the costs of all service, of any defect in this software product, and of any incidental or consequential damages, including, but not limited to, any interruption of service or loss of business or anticipatory profits, caused or alleged to be caused either directly or indirectly by the software product to the licensee or any other person, even if CMiC has been advised of the possibility of such damages.

“Computer Methods International Corp” and the CMiC logo are registered or unregistered trademarks of Computer Methods International Corp.Oracle, Oracle9i™, Oracle Application Server11g™, Oracle Database 11g™, Oracle® Discoverer™ are trademarks or registered trademarks of Oracle Corporation.

User Reference Guide – Version: CMiC Open Enterprise R12 Printed: January 20, 2020

User Reference Employee Console - R12 Contents • iii

ContentsEMPLOYEE CONSOLE – R12...................................................................................................................... 1

EMPLOYEE CONSOLE OVERVIEW ................................................................................................................... 1EMPLOYEE LIST (FILTERED) – SECTION .......................................................................................................... 1PROFILE...................................................................................................................................................... 2PROJECT HISTORY....................................................................................................................................... 3ASSET TRACKING......................................................................................................................................... 4E-VERIFY .................................................................................................................................................... 6TAX OVERRIDE ............................................................................................................................................ 7TAX EXEMPT ............................................................................................................................................... 9DRIVING AUTHORIZATION .............................................................................................................................11ELECTION BY EMPLOYEE..............................................................................................................................13EMERGENCY CONTACT ................................................................................................................................14EMPLOYEE SALARY HISTORY .......................................................................................................................15EMPLOYEE BONUS HISTORY ........................................................................................................................17PENDING DL AND CERTIFICATION STATUS .....................................................................................................18

EMPLOYEE CONSOLE SECURITY ............................................................................................................20

OVERVIEW .................................................................................................................................................20USER MAINTENANCE ...................................................................................................................................20ROLE MAINTENANCE ...................................................................................................................................22USER ACCESS ............................................................................................................................................23

INDEX..........................................................................................................................................................25

User Reference Employee Console - R12 Employee Console – R12 • 1

Employee Console – R12Employee Console Overview

Profile; standard Treeview path: Employee Console > Profile

The Employee Console module consolidates various applications related to the display and entry ofemployee information. It allows the user to view, enter, or change information related to an employee, such as an employee’s assigned assets.

Access rights to the Employee Console can be granted for a given User ID through the System module (standard Treeview path: System > Security > Users). For help setting up user rights to the Employee Console module, please refer to the Employee Console Security section at the end of this guide.

Each screen within the Employee Console is divided into three regions: the Treeview menu is used to select a screen of the Employee Console, the Employee List is for the employee selection, and the rest of the screen displays the highlighted option from the Treeview for the selected employee.

Employee List (Filtered) – SectionEvery screen in this module displays the Employee List section by default. Employees can be searched by using the Employee Number and Name fields and pressing the [Search] button. Check the ‘Active Only’ box to limit the list to currently working employees. More search criteria are available by pressing the Show Advanced Search link. Press the Hide Employee Panel link in the main toolbar to collapse this section.

This section only displays employees for which the user has the necessary security role. Please see the Role Maintenance section of this guide for further details.

2 • Employee Console – R12 User Reference Employee Console - R12

Profile

Profile; standard Treeview path: Employee Console > Profile

The Profile screen can be used to view employee information and create employee records for new hires. This information can also be entered in the Employee Profile, found either in the US Payroll and Human Resources modules. Once a profile has been created it can’t be changed in this screen (or in the Employee Profile screen) and must instead be edited in the Employment History screen (standard Treeview path: US Payroll > Setup > Employees > Employment History).

For further details about the Profile screen please refer to the Employee Profile section of the US Payroll guide.

[Create] – Button

Press this button to enter information regarding a new hire. After all the information has been entered, press the [Save] button to commit the record or press the [Cancel] button to abort theprocess. Once a new record has been saved it can’t be edited in this screen.

[Create Contact] – Button

Press this button to create a contact for the employee.

[License/Cert.] – Button

Press this button to display all certifications held by the selected employee. New qualifications can be added by pressing the Edit icon ( ). License and certification codes can be set in the Types of Certification/Licenses screen (standard Treeview path: Human Resources > Training/Certification > Types of Certification/Licenses).

[Skills] – Button

Press this button to display all entered skills for the employee. New skills can be added by pressing the Edit icon ( ). Skill codes can be set in the Skill Types scren (standard Treeview path: Human Resources > Local Tables > Skill > Skill Types).


Project History

Project History; standard Treeview path: Employee Console > Project History

The Project History screen displays the history of all the projects that have been or are currently assigned to an employee, including the dates for which the employee was or is assigned to them. For further details on project management, please refer to the CMiC Field and Job Costing guides.

[Add Project] – Button

Press this button to enter information regarding a new project. After all the information has been entered, press the [Save] button to commit the record or press the [Cancel] button to abort theprocess.

Typically, employees are assigned to the projects of their employing company. However, an employee can be set-up as a subcontractor or vendor and assigned to a project of a different company. For further details about this, please refer to the Subcontract Management guide.

Pressing this button also reveals the [Make Primary Location] button.

[Make Primary Location] – Button

Press this button to define the currently selected project as the primary work location for the selected employee. The Current Primary Location field updates with the selected project name when this button is pressed.

NOTE: Assigning an employee to a project does not update any tax-related data as would be the case when updating an employee’s assigned job, work location, or mailing address.

Job History Analysis – Section

Company Code

Enter/select the code for the company handling the project. The full name of this company appears in the Company Name field.


Project Code

Enter/select the project code. The full name of the project appears in the Project Name field.

PM Role

Enter/select the project management role. These roles determine which reports and notifications the assigned employee receives.

These codes can be set in the Project Management Roles screen (standard Treeview path: Job Costing > Setup > Local Tables > Project Management Roles).

Estimated Start Date, Estimated End Date

Enter/select the estimated start and end dates for which the employee worked on the project.

Actual Start Date, Actual End Date

Enter/select the actual start and end dates for which the employee worked on the project.

Asset Tracking

Employee Asset Tracking; standard Treeview path: Employee Console > Asset Tracking

The Asset Tracking screen is used to assign company assets to employees, and to view or edit any information about the assignments. This screen shares information with the Asset Tracking sub-menu(standard Treeview path: Human Resources > Personnel > Asset Tracking).

Further details about tracking assets through Enterprise can be found in the Fixed Assets guide.

[Add Asset] – Button

Press this button to assign a new asset to the selected employee. Press the [Save] button to commit the record or press the [Cancel] button to abort the process.

Employee Asset Tracking – Section

The Employee, Trade, Company, and Status fields default from the information entered in the Employee Profile.


Company

Enter/select the company code. The full name of the company appears in the Company Name field.

Item

Enter the code for the asset held by the company. The full name of the asset appears in the Item Description field. These codes can be set in the Asset Maintenance screen (standard Treeview path: Fixed Assets > Assets > Enter Assets).

Date Issued

Enter/select the date the asset was issued to employee.

Address Code

Enter/select the code for the address where asset is located when it is not assigned to an employee. The full address appears in the Address Name field.

Quantity

Enter the number of the selected asset assigned to the employee.

Actual Return Date

Enter/select the date the asset was returned by the employee to the company.

Expected Date Returned

Enter/select the date the asset is expected to be returned upon issue.

Expected Life

Enter the number of months the asset is expected to be useable.

Loan – Checkbox

Check this box to indicate that the asset has been assigned on loan.

Comments

Enter any further comments about the asset’s assignment.

Details – Section

Delete

Press the Delete icon ( ) to remove the assigned asset from the employee’s Details section.


E-Verify

Employee E-Verification; standard Treeview path: Employee Console > E-Verify

The E-Verify screen is used to track and view the results of the U.S. government’s E-Verify (electronic verification) process.

E-Verify is a free, web-based system that compares information from an employee's Employment Eligibility Verification Form I-9 with government records. If the information matches, that employee is eligible to work in the United States. In case of a mismatch, E-Verify alerts the employer and the employee is allowed to work while he or she resolves the issue.

For further information about E-Verify, please refer to the E-Verify page of the U.S. Citizenship and Immigration Services website: http://www.uscis.gov/e-verify.

[Add Case] – Button

Press this button to assign a new E-Verify case record to the selected employee. Press the [Save] button to commit the record or press the [Cancel] button to abort the process.

Employee E-Verification – Section

The Employee No. and Employee Name fields default from the information entered in the Employee Profile screen.

Sequence No

This field displays the sequence number of E-Verify case record. Enterprise generates this number automatically and it can’t be changed here. Enterprise generates this number automatically and so it can’t be edited here.

Company Code

Enter/select the code for the company that hired the relevant employee. The full name of the company appears in the Company Name field.

Date

Enter/select the date the verification process took place.

http://www.uscis.gov/e-verify


Outcome

Enter the result of the verification process.

Case Verification Number

Enter the unique 15-digit case verification number. This number is required on the employee’s I-9, Employment Eligibility Verification form.

Status

Select whether the case is open, pending, or closed.

Press the link provided by the Sequence No. field to reveal the following three tabs:

E-Verify Detail – Tab

To edit an existing case, press the Action icon ( ).

Notes – Tab

Press the [Add Note] button to add any comments relating to the case.

Attachments – Tab

Press the [Upload] button to search for and attach for any supplementary documents to the case record.

Tax Override

Employee Tax Override; standard Treeview path: Employee Console > Tax Override

The Tax Override screen is used to override standard employee tax calculations, in order to customize their federal, state, or local tax calculations. This feature can also be found on the Tax tab of an Employee Profile screen.

For further information, please refer to the Employee Taxes Overrides section of the US Payrollguide.


[Add] – Button

Press this button to add a new tax override for the selected employee. Press the [Save] buttonto commit the record or press the [Cancel] button to abort the process.

Employee Tax Overrides – Section

The Employee Number, Employee Name, Federal Filing Status, Work State, and Residence State fields are defaulted from the information entered in the Employee Profile.

State Code

Enter/select the code for the state to which the tax override applies.

Wrl Code

Enter/select the code for the work location of the employee.

Effective Date

Enter/select the date the tax override takes effect.

Exclude Flag – Checkbox

Check this box to exclude this override from any tax calculations.

Tax Code

Select the tax code. These codes can be set in the Taxes screen (standard Treeview path: US Payroll > Administration > Taxes > Taxes). In order to appear in this LOV, the “Local” option should be selected in the Tax Level field.

Tax Type

Select whether the tax is a residential tax, a work tax, or a mixture of both.

Tax Amount

Enter the full amount of the tax.

Amount Type

Select the type of the tax amount.

Calculation Method, Alternative Calculation Method

Select the primary and alternative tax calculation methods.

Add. Prim. Exmp. Amount, Add. Supl. Exmp Amount

Enter the primary and supplemental additional exemption amounts.

Override Rglr. Tax Rate, Override Supl. Tax Rate

Enter the regular and supplemental override tax rates.


Add. Rglr. Tax Rate, Add. Supl Tax Rate

Enter the regular and supplemental additional tax rate.

Override Rglr. Exmp. Amount, Override Supl. Exmp. Amount

Enter the regular and supplemental override exemption amounts.

Maximum Wage Limit

Enter the maximum wage amount, up to which the tax override applies.

Max. Deduction Override Amount

Enter the maximum amount that may be deducted from the original tax.

Tax Override Details – Section

Press the Delete icon ( ) to remove the assigned asset from the employee’s Details section.

Tax Exempt

Employee Tax Exemptions; standard Treeview path: Employee Console > Tax Exempt

The Tax Exempt screen can be used to view, add, and delete employee tax exemption information.These tax exemptions are related to each state an employee must file tax information.

As employee taxes are processed, the system will first check an employee’s exemptions for state specific Vertex values. If none are found, or the system comes across a work location where the state information has not been defined, it will use the Vertex values entered for the employee’s profile.

For more information, please refer to the “Employee Taxes Overrides” section of the Payroll manual.

[Add] – Button

Press this button to add a new tax exemption for the selected employee. Press the [Save] buttonto commit the record or press the [Cancel] button to abort the process.


Employee Tax Exemptions – Section

The Employee Number, Employee Name, Federal Filing Status, Work State, and Residence State fields default from information entered in the Employee Profile.

State Code

Enter/select the code for the state where the tax exemption applies.

Work Loc

Enter/select the code for the state where the work that the tax exemption concerns takes place.

Effective Date

Enter the date the tax exemption takes effect.

NR Certificate – Checkbox

Check this box if the employee has a certificate confirming their non-resident status.

Filing Status

Enter/select the filing status of the employee.

Exemption Amount, Supplementary Exemption Amount

Enter the primary and supplementary exemption amounts.

Number of Primary Exemptions, Number of Secondary Exemptions, Number of Tertiary Exemptions

Enter the number of primary, secondary, and tertiary exemptions allowed under this tax exemption.

Residence Location

Enter/select where the employee claims residence.

Primary Work Location

Enter/select the primary work location for the employee.


Driving Authorization

Employee Driving Authorization; standard Treeview path: Employee Console > Driving Authorization

The Driving Authorization screen is used to view, enter, and delete employee driver license information.

[Add] – Button

Press this button to add a new driving license for the selected employee. Press the [Save]button to commit the record or press the [Cancel] button to abort the process.

Employee Driving Authorization – Section

The Employee No. and Employee Name fields default from the information entered in the Employee Profile.

Driver LIC#

Enter the employee driver’s license number.

Order ID

Enter the order ID number for the license.

Report Date

Enter/select the reporting date for the license.

State

Enter/select the issuing state of the license.

Expiry Date

Enter/select the expiry date of the license.


Original Issue Date, Latest Issue Date

Enter/select the original issue date. If the license has been issued more than once enter the date it was most recently issued.

Type

Enter/select the license type. These codes can be set in the License Type screen (standard Treeview path: Human Capital Management > File Maintenance > Employee Console Maintenance > License Type).

Class

Enter/select the license class. These codes can be set in the License Class screen (standard Treeview path: Human Capital Management > File Maintenance > Employee Console Maintenance > License Class).

Driving License Status

Enter/select the status of the employee’s driving license. These codes can be set in the Driving License Status screen (standard Treeview path: Human Capital Management > File Maintenance > Employee Console Maintenance > Driving License Status).

Examination Passed

Enter whether the employee passed an examination to gain their license.

Restriction

Select whether a restriction has been placed on the license.

Endorsement

Select whether the employee has any endorsements associated with their license.

CDL Issues, CDL Status

Select whether the employee has been issued a commercial driving license. If they have, enter/select the status of the commercial license.

Prior Driver Licence No, Prior DL state, Prior DL Status

If the employee has held another driver’s license prior to the one they currently own, enter the number, issuing state, and status of that license.

Authorization

Enter/select the authorization level of the employee. These codes can be set in the Driving Authorization Levels screen (standard Treeview path: Human Capital Management > File Management > Employee Console Maintenance > Driving Authorization Levels).

MVR Status, MVR Completion Date, MVR Next Due Date

Enter/select the status, completion date, and next immediate due date for the employee’s motor vehicle record.


Sticker Mailed

Select whether a sticker was mailed to the employee.

Election by Employee

Election by Employee; standard Treeview path: Employee Console > Election by Employee

Election by Employee is used to display information about an employee’s benefits and deductions plans. This screen is for display purposes only.

The Eligible Plans section lists the benefits and deductions to which the selected employee may enroll.

The Elected Plans section lists the benefits and deductions to which the selected employee has been elected. Those plans that are no longer valid, according to the rules defined in the Human Resources or US Payroll modules, are highlighted in red.

The Inactive Plans section lists the benefits and deductions which, while available to the employee in the past, are no longer active and electable.

For further details on benefit and deduction administration, please refer to the Benefit/DeductionAdministration section of the Human Resources guide or the Benefit Administration section of the US Payroll guide.


Emergency Contact

Emergency Contact; standard Treeview path: Employee Console > Emergency Contact

The Emergency Contact screen can be used to view, add, edit, or delete an employee’s emergency contacts.

[Add] – Button

Press this button to add an emergency contact for the selected employee. Press the [Save]button to commit the record or press the [Cancel] button to abort the process.

Employee Information – Section

The Employee No., Employee Name, and Status fields default from the information entered in the Employee Profile.

Last Name, First Name, Middle Name

Enter the full name of the contact.

Relation

Enter/select the relation which the contact holds to the employee.

Priority

Select how high a level of priority this contact has, compared to other emergency contacts for the employee. The higher the priority, the sooner this person should be contacted in the event of an emergency.

Address1, Address2, Address3, Zip, County, State, Country

Enter/select the full address for the contact.

Phone, Alt. Phone, Cell Phone, Pager, Fax, Email

Enter the contact details for the contact.


Place of Birth, Date of Birth

Enter/select where and when the contact was born.

Working As

If the contact is currently an employee of the selected company, select them in this field.

SSN

Enter the Social Security number for the contact.

Sex

Select the sex of the contact.

Employee Salary History

Employee Salary Maintenance; standard Treeview path: Employee Console > Employee Salary History

The Employee Salary History screen can be used to view and alter employee salaries, as well as to view the records of all previous salary changes. Change requests can either be approved in this screen by users with approval privileges by pressing the [Apply Payroll] button or sent to an administrator by pressing the [Add] and [Save] buttons.

[Add] – Button

Press this button to add a change in salary for the selected employee. If the logged-in user does not possess approver privileges, press the [Save] button to submit the salary change request for approval. Press the [Cancel] button to abort the process.

Employee Salary Maintenance – Section

The Employee No., Employee Name, Position, Employee Type, and Salary fields default from the information entered in the Employee Profile.

Effective Date

Enter/select the date on which the salary change takes effect.


Cola, Merit, Promotion

Enter any cost-of-living, merit-based, or promotional adjustments for the employee, as a percentage of their original salary. Values entered may be up to two decimal places. Leave these fields blank if the Total Raise field is being used.

New Salary

This field displays the new salary of the employee, as calculated from the values entered in the other fields of this screen. This field is display-only and can’t be edited here.

Total Raise

Enter the total raise received by the employee. Otherwise, this field will display the total raise calculated from the percentage values entered in the Cola, Merit, and Promotion fields.

Bonus

If the employee is entitled to a bonus, enter the value as a percentage of their total salary.

Payroll Date

Enter the date that the next payroll will be processed.

Status

Enter/select the status of the salary change. These codes can be set in the Salary Status screen (standard Treeview path: Human Capital Management > File Maintenance > Employee Console Maintenance > Salary Status). If the request is to be sent to an approver, it is advised to set this field to “Pending” or something similar.

Comments

Enter any comments about the change in salary for the employee.

Salary History Maintenance – Tab

[Delete] – Button

Press this button to delete the selected salary change.

[Apply Payroll] – Button

If the logged-in user has approval privileges, press this button to apply the selected salary change to the company payroll.

History Log – Tab

This tab displays all salary changes made for the selected employee.


Employee Bonus History

Employee Bonus Payment; standard Treeview path: Employee Console > Employee Bonus Payment

The Employee Bonus History screen can be used to add and view bonus payments for employees.

finish up the process of setting up a job bonus for an employee, and to track the payment of this bonus. This setup modifies a benefit previously defined through the Benefit File Maintenance screen, and previously assigned to the employee, by connecting it to a job and setting a maximum amount for it. This process turns the previously assigned benefit into a job bonus. To determine the payment of this bonus, the system then uses the employee’s timesheets to determine if the employee worked the job for which this bonus is set up. Also, the system will payout the bonus until the maximum is reached, or the employee no longer works the specified job.

[Add] – Button

Press this button to add a bonus payment for the selected employee. Press the [Save] button to commit the bonus and press the [Cancel] button to abort the process.

Employee Bonus Payment – Section

The Employee Number and Employee Name fields default from the information entered in the Employee Profile.

Company

Enter/select the company paying the employee the bonus.

Job

Enter/select the job on which the employee is working.

Benefit

Enter/select the benefit upon which the bonus is based. These codes can be set in the Master Benefits screen (standard Treeview path: Human Resources > Benefit Administration > Benefits > Master). This screen determines other aspects of the bonus, such as the amount of each payment.

If the benefit is a burden and affects the Job Costing module, the ‘Job Allocation’ should be checked to indicate to the system that the benefit impacts job costing.


For more information about benefit administration, please refer to the Benefit section of the Human Resources guide.

Max Bonus

Enter the maximum bonus to which the employee is entitled.

Total Paid, Total Unpaid

These fields display the amount of the bonus that has been paid to the employee and the amount yet to paid. The latter value is calculated as the Max Bonus amount minus the Total Paid amount. These fields are display-only and can’t be edited here.

Bonus Summary – Tab

Action

Press the Pencil icon ( ) to view a history of all bonus payment and press the Delete icon ( ) to remove the bonus from the employee.

Pending DL and Certification Status

DLicense and Certification Expiries Status; standard Treeview path: Employee Console > Pending DL And Certification Status

This screen can be used to track the expiration dates of all employee licenses and certifications, in order to notify the appropriate supervisors. These supervisors would be responsible for ensuring compliance with licensing laws or company policies for those they supervise.

The top section of this screen, encircled by the upper green oval in the screenshot above, is used to select a license or certification that the employee has, and to enter its renewal date. This creates a record to track the document’s expiration. Once created, it can be viewed under the Details section of this screen, encircled by the lower green oval in the screenshot above.

[Search] – Button

After entering the search criteria in the Dlicense and Certification Expiries Status section, press this button to limit the items listed in the Details section.


DLicense and Certification Expiries Status – Section

The Employee No., Employee Name, and Status fields default from the information entered in the Employee Profile.

Type

Enter/select whether the item is a license or a certificate.

Code

Enter/select the document code. These codes can be set in the Types of Certification/Licenses screen (standard Treeview path: Human Resources > Training/Certification > Types of Certification/Licenses).

Effective Date

Enter/select the date from which the document is valid.

License Class

Enter/select the class of the document. These codes can be set in the License Type screen (standard Treeview path: Human Capital Management > File Maintenance > Employee Console Maintenance > License Class).

License Number

Enter/select the number of the license.

Renewal Date

Enter/select the date on, before, or after which the documents should be renewed.

Supervising Employee

Enter/select the supervising employee for the document.

State

For licenses, enter/select the issuing state.

Renewal Days

Enter the number of days until the document should be renewed.

NOTE: To view expiration details for licenses or certifications use the Pending DL Certification Logscreen (standard/default path: Human Capital Management > Training > Pending DL Certification Log).

20 • Employee Console Security User Reference Employee Console - R12

Employee Console SecurityOverview

In order to access the Employee Console, the user must have rights to the Human Resources module and to the Employee Console sub-module contained under Human Resources. This is first done by either configuring an existing security Role to have these rights, or by creating and defining a new security Role to have these rights. Next, the Role with rights to the Human Resources module and its Employee Console sub-module can then be assigned to an employee’s User ID.

User Maintenance

User Maintenance; standard Treeview path: Employee Console > Security > User Maintenance

The User Maintenance screen can be used to create and edit users for Enterprise. Users are required to assign the necessary role to allow access to the Employee Console.

User Reference Employee Console - R12 Employee Console Security • 21

[Create User] – Button

Create User; standard Treeview path: Employee Console > Security > User Maintenance – [Create User] button

Press this button to create a new user record in Enterprise. Once all the information has been entered, press the [Submit] button to commit the record or press the [Cancel] button to abort the process.

LDAP User – Section

LDAP Name

Select the LDAP name for the user.

User ID

Enter the user ID code.

E-Mail

Enter the user’s email address.

Password, Re-Type Password

Enter and re-enter the password for the user.

Contact – Section

Partner

Enter/select the partner for the contact.

Contact

Enter the name of the contact for the user

First Name, Last Name

Enter the first and last names for the contact.


Employee Number

Enter/select the employee number for the contact.

Segment

Enter/select the segment for the contact.

Collaboration User – Checkbox

Check this box if the contact is a collaborative user.

Enterprise User – Section

For new users, enter the user ID and password. For existing users, select the Enterprise ID which the user will use.

License Available – Section

Select the licenses which this user possesses.

Role Maintenance

Security Roles; standard Treeview path: Employee Console > Security > Role Maintenance

This screen can be used to define and edit security roles within the Employee Console.

For further details about this screen, please refer to the Project Management screen.

Actions

Press the Edit icon ( ) to view a role or press the Delete icon ( ) to permanently remove the role.

Assign

For a given role, select whether to assign it users, programs, menu items, privileges, or field securities. Selecting an option for the Assign field brings up a new screen, where the relevant

User Reference Employee Console - R12 Employee Console Security • 23

qualities can be assigned to the role. When all the desired boxes are checked, press the [Update] button to commit the changes.

To assign a user ID access to the Employee Console, select the Assign Programs option for the role to which the user is assigned, check the ‘Employee Console’ box, and press the [Update] button.

To ensure that all the screens documented in this guide appear for the user assigned to this security role, select the Assign Menu Items option for the role, check every ‘Employee Console’ checkbox, and press the [Update] button.

[Add A New Role] – Button

Add A New Role; standard Treeview path: Employee Console > Security > Role Maintenance – [Add A New Role] button

Role Code, Role Name

Enter the code and name for the role.

BI Role Code

Enter/select the BI role code

Admin – Checkbox

Check this box to grant the role administrator privileges.

User Access

User Access; standard Treeview path: Employee Self Service > Security > User Access


This screen is used to assign security roles, programs, menu items, and privileges to user IDs.

Assign

For a given user code, select whether to assign it roles, programs, menu items, or privileges. Selecting an option for the Assign field brings up a new screen, where the relevant qualities can be assigned to the user. When all the desired boxes are checked, press the [Update] button to commit the changes.

As described above for the Role Maintenance screen, user IDs should be assigned both the Employee Console program and the individual Employee Console menu items.

User Reference Employee Console - R12 Index • 25

Index

A

Asset Tracking ...............................................................................................................................................................4

D

Driving Authorization ....................................................................................................................................................11

E

Election by Employee...................................................................................................................................................13Emergency Contact......................................................................................................................................................14Employee Bonus History ..............................................................................................................................................17Employee Console - R12................................................................................................................................................1Employee Console Overview..........................................................................................................................................1Employee Console Security..........................................................................................................................................20Employee List (Filtered) - Section ...................................................................................................................................1Employee Salary History ..............................................................................................................................................15E-Verify..........................................................................................................................................................................6

O

Overview .....................................................................................................................................................................20

P

Pending DL and Certification Status..............................................................................................................................18Profile............................................................................................................................................................................2Project History ...............................................................................................................................................................3

R

Role Maintenance ........................................................................................................................................................22

T

Tax Exempt ...................................................................................................................................................................9Tax Override..................................................................................................................................................................7

26 • Index User Reference Employee Console - R12

U

User Access.................................................................................................................................................................23User Maintenance........................................................................................................................................................20

Documents

User Reference Employee Console - R12