Human Resources Setup Checklist

Step 1:  Define User Rights for Human Resources

• Define the users to have access to the Human Resources module by changing the desired users within the User Security option and adding new users if needed.

Steps to Add a User

Steps to Change a User

Step 2:  Set Up System for Emailing Notification Messages, If Desired

• In order to use the Select Email Criteria option, or send email notifications from within the Sick Bank Deposits option, the Training Events option, or the Checklist Instances option, do the following:

1)  Open the Email Manager option and complete the following:  1) complete the General Options tab (if not already completed) by selecting the Enable Email Manager field and completing the remaining fields; 2) if needed, on the Email Addresses tab, add an email address to use when emailing notifications in Human Resources; and 3) complete the Default Email Address ID field in the Notification Options section on the Human Resources tab, if desired.

Steps to Complete Email Manager

2)  Verify that the employees who will be sent emails from within Human Resources have a valid email address entered in the Employee File with the Other Communication field selected.  If needed, email addresses for employees can be imported; also, the Adjust Email Addresses option can be utilized to update the usage field for Other Communication for employees.

Steps to Import Employee Email Addresses

Steps to Adjust Email Addresses

Step 3:  Complete Human Resources System File

• Complete the Human Resources System File.

Steps to Complete the Human Resources System File

Step 4:  Complete Maintenance Files

• Set up the various Maintenance Files in Human Resources.  Depending on the information you will be tracking in the Human Resources module, complete the following files:

• Benefit Information:  Benefit Types, Benefits, Benefits screen in Employee File, and Dependents screen in Employee File for Benefits (if desired)

Steps to Add a Benefit Type

Steps to Add a Benefit

Steps to Complete the Benefits Screen

Steps to Complete the Dependents Screen

Note:  If desired, utilize the Adjust Benefits option to quickly add a benefit to a group of employees all at once.

• Certificate Information:  Certificate Types, Grade Levels, Endorsements, and Certificates screen in Employee File

Steps to Add a Certificate Type

Steps to Add a Grade Level

Steps to Add an Endorsement

Steps to Complete the Certificates Screen

• Custom Field  Information:  Custom Fields and Custom Fields screen in Employee File

Steps to Add a Custom Field

Steps to Complete the Custom Fields Screen

• Demographic Information:  Demographics screen in Employee File

Steps to Complete the Demographics Screen

• Dependent Information:  Dependents screen in Employee File

Steps to Complete the Dependents Screen

• Education Information:  Schools, Courses, and Education screen in Employee File

Steps to Add a School

Steps to Add a Course

Steps to Complete the Education Screen

• Employment History Information:  Employer History and Employer History screen in Employee File

Steps to Add an Employer

Steps to Complete the Employment History Screen

• FMLA Information:  FMLA screen in Employee File

Steps to Complete the FMLA Screen

• Military Service Information:  Military Service screen in Employee File

Steps to Complete the Military Service Screen

• Position Information with Evaluations (if desired):  Evaluation Ratings, Evaluation Types, Sites, Buildings/Rooms, Departments, Position Titles, Positions, and Positions screen in Employee File

Steps to Add an Evaluation Rating

Steps to Add an Evaluation Type

Steps to Add a Site

Steps to Add a Building/Room

Steps to Add a Department

Steps to Add a Position Title

Steps to Add a Position

Steps to Complete the Positions Screen

• Training Information:  Sites, Buildings/Rooms, Trainings, Training Events, and Trainings screen in Employee File

Steps to Add a Site

Steps to Add a Building/Room

Steps to Add a Training

Steps to Add a Training Event

Steps to Complete the Trainings Screen

• Workers' Compensation Information:  Sites, Buildings/Rooms, and Work Comp screen in Employee File

Steps to Add a Site

Steps to Add a Building/Room

Steps to Complete the Work Comp Screen

Step 5:  Set Up a Sick Bank, if desired

• If desired, set up a sick bank in Human Resources for use with one or more leaves (as defined in Payroll) for tracking deposits and withdrawals to a sick bank.

Steps to Add a Sick Bank

Steps to Process Sick Bank Deposits

Steps to Process Sick Bank Withdrawals

Step 6:  Set Up Checklists and Checklist Instances, if desired

• If desired, create checklists and checklist instances to track a list of tasks to be completed for various processes (for example, New Hire Checklist).

Steps to Add a Checklist

Steps to Add a Checklist Instance

Step 7:  Utilize Select Email Criteria, if desired

• If desired, use the Select Email Criteria option to send email messages to a selected group of employees based upon certain criteria, such as birth date, hire/rehire date, certificate expiration date, a benefit, or a custom field.

Steps to Send an Email Using Select Email Criteria

Step 8:  Complete Negotiation Lanes to Integrate Human Resources to Negotiations, if applicable

• If desired, complete the Negotiation Lanes option to integrate Human Resources with the Negotiations module (if applicable) in order to place employees in the correct lanes based on their degree and additional credit hours (for example, BA + 6 additional credit hours) or position title (for example, Head Football Coach).

Steps to Add Negotiation Lanes