General Information

The General button opens several pages of employee information, including employee demographic data, employee indicator and parameter settings, and login information.

The following tabs are available when adding or viewing employee general information:

General

Opens a screen that displays the employee basic demographic information.

Photo

Opens a screen that displays a photograph of the employee.

Indicators

Opens a screen to enter indicator values that are used for processing of the employee. The default values are automatically entered, but can be updated.

Parameters

Opens a screen to enter required parameter values that are used for processing of the selected employee. The default values are automatically entered, but they can be updated.

Login

Opens a screen to view or update information that allows the selected employee to log into the program or non-portal devices, such as a badge reader.

Classification

Opens a screen to indicate whether the selected employee participates in certain duties, such as being an instructor for the organization.

Home Labor Distribution

When adding a new employee record, this tab is available to enter information for an employee's primary home labor distribution.

Audits

Opens a screen to view edits made to the selected employee record, including the date, time, and user who made the changes.

 

Action Buttons

The following actions may be available in the left pane when any of the tabs on the General screen are open:

Disable Password

The Disable Password button de-activates an employee password, so that the employee is not able to log in to the system using that password.

Note:  

This button is available in Employee Record > General and from Configuration > Employee > Manage Employee Password.

Disable PIN

The Disable PIN button de-activates an employee PIN, so that the employee is not able to access input devices.

Note:  

This button is available in Employee Record > General screen and from Configuration > Employee > Manage Employee PIN.

Force Password Change

The Force Password Change button requires selected users to change their password after they successfully log into the system. A screen displays for the user to enter the new password and then re-enter to confirm the entry. If the selected employees are logged into the system when the Force Password Change button is selected, a screen is displayed to enter and confirm a new password.

Note:  

This button is available in Employee Record > General and from Configuration > Employee > Manage Employee Password.

Force PIN Change

The Force PIN Change button requires the selected employees to change their PIN after successful access to the system. A screen displays for the user to enter a new, four-digit number as the PIN and then re-enter it to confirm the entry.

Note:  

This button is available in Employee Record > General and from Configuration > Employee > Manage Employee PIN.

Reset Password

The Reset Password button changes the password of the selected employees. The new password is set up in the Authentication configuration screen. Depending on indicator settings, this may be a default password or a password created using employee information.

This feature can be used if the employee forgets his or her password. If the selected employees are logged into the system when this button is selected, they are logged out of the system when they move to a new screen.

Note:  

This button is available in Employee Record > General and from Configuration > Employee > Manage Employee Password.

Note:  

If the System indicator for automatic password creation (Authentication Indicator System Standard 2) is set to N, this Reset Password option is not available.

Reset PIN

The Reset PIN button changes the selected employees' Personal Identification Number to the automatically created PIN as set up in the Authentication configuration screen.

Note:  

If the System indicator for automatic PIN creation (System Standard 6) is set to N, this Reset PIN option is not available.

Note:  

This button is available in Employee Record > General screen and from Configuration > Employee > Manage Employee PIN.