HR Data Setup

Use Powerpay to capture and report on detailed personnel information including emergency contacts, skills, memberships, certifications, and more.

Powerpay allows you to capture detailed personnel information with the HR Data pages. All information that is entered is displayed on the page and can be edited, deleted and reported on as required.

Each HR Data page has a corresponding Setup page that allows you to customize certain list boxes to fit your company's specific requirements. Descriptions with a corresponding sort option can be assigned on each Setup page so that list boxes are displayed in that manner on the respective HR Data page.

In addition, Powerpay's HR Reports page allows for the viewing of the details for each HR Data page report and gives you the ability to customize the report and export the data.

Use the HR Data Setup page.Closed From the HR menu, select HR Data Setup. to specify the values and sort order of the fields available on the HR Data pages. For example, use this page to define the types of skills available in lists on the Skills page, and the order in which they appear in the list.

The values set up on this page are available when you enter HR information for all employees. Customizing these lists helps reflect the competencies in your business.

Prerequisites

Define the values available for your organization.

Tasks

  1. Open the HR Data Setup page.Closed From the HR menu, select HR Data Setup.

  2. In the Select an HR Data Setup Screen section, select the HR page to customize from the list, and then click Go.

    Powerpay displays the fields available for customization on the selected page.

  3. To add new values, complete the following steps:

    1. In each section, enter values in the Description fields.

    2. From the list on the Sort Order field next to each description, select a number that represents that item's position in the list. If you do not select a sort order, Powerpay lists the items in the order in which they are entered.

      Tip: To add more values than Powerpay has provided fields for, click Save. Powerpay adds more fields to the section that is full.

    To edit existing values, change the text in the Description fields and the selection in the Sort Order fields, as required.

    The new values overwrite the old values in all existing employee records and are available for all new records.

    To disable existing values, from the Sort Order field next to the description you want to disable, select Disable.

    Disabled descriptions are removed from the list of available selections from the list, however, the descriptions remain in all employee records where they were assigned. Disabled Descriptions are listed at the bottom of the section in which they were disabled. This section provides an option to re-enable the description.

  4. When you have completed your changes, click Save.