Entering a New Hire







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To enter a staff information record for a new hire, complete the following steps from the AWARDS Home screen:

IMPORTANT! If a former employee has been re-hired, do NOT enter a new staff information record for him/her.  Instead, re-active his/her existing staff information record from the staff archives following the instructions located here.

    1. Click Administration from the left-hand menu, and then click Human Resources.  The Human Resources fly-out menu is displayed.
    2. Click Staff Information.  The Staff Information Worker Selection page is displayed.

    1. Confirm that the Worker option is set to its default value - "NEW HIRE."

  TIP: For information on updating an existing staff information record rather than creating a new one, click here.  

    1. Click CONTINUE.  The NEW HIRE Staff Information page is displayed.  By default, the first of the staff information tabs, "Demographics," is open on this page.  It is used to collect basic demographics information for the employee.

    1. Click each of the available staff information tabs and complete the employee's staff information record with as much detail as possible by configuring the fields/options there as necessary.  Standard tabs include:

  Demographics

  Work Role

  Payroll

  Credentials

  File Cabinet

  TIP: For more information on the fields/options found on each of the staff information tabs, please see the Staff Information Fields/Options

Additional tabs may also be available representing employee-centric FormBuilder forms.  Those tabs should be filled out at this time as necessary.

    1. Click UPDATE to save the staff information record.  A read-only report version of the record is displayed on the Staff Information confirmation page.  Please keep in mind that all required fields must be filled in on all staff information tabs before you will be allowed to complete this step.

  TIP: At this time, any of the following may be done:

To make additional changes to the staff information record, click DATA ENTRY to return to the NEW HIRE Staff Information page.

To add another new hire to the system, click NEXT PERSON.  The Staff Information Worker Selection page is displayed.  Repeat steps 3 through 6 above as necessary.

To access the System Setup module Login Maintenance feature for the purposes of creating an AWARDS login for the new hire, click Login Maintenance.  

The process of entering a staff information record is now complete.

IMPORTANT! Creating a staff information record for a new hire does not give him/her access to AWARDS.  Before the employee can work with AWARDS, four additional tasks must be completed:

Create an AWARDS Login - To do so, follow the instructions found under Creating an Employee Login.

Assign permissions to the new user - To do so, follow the instructions found under Updating User Permissions.

Test the user's login - To do so, sign on as that user and make sure that he or she has access to all appropriate AWARDS modules and features, as well as to the correct program(s).

Provide the user with his or her login - Do so according to any existing internal procedures, being sure to tell the employee to change his or her password upon first logging in.

For detailed information on the full process of creating a new AWARDS user, see the Creating an Employee Login Instruction Sheet.

  https://demodb.footholdtechnology.com/help/?10934