| Field Name | Field Description |
|---|---|
| From | The start date of the person general record.
A blank field denotes an indefinite start. Format: *MM/DD/YYYY Note: For
certain locales, like Australia and the United Kingdom, the input
format may be DD/MM/YYYY
Dimensions Integration: Customers using Dimensions, manage this field via Employment Status in Workforce Dimensions... the Employee->Information section to set whether an employee is Active or Terminated along with the corresponding effective date. This information is pushed to this application if the status is active and populates the Employee’s From date and/or Through date located in this application in the person’s > General tab. |
| Through | The end date of the person’s general record.
A blank field denotes an indefinite end date.Format: *MM/DD/YYYY Note: For
certain locales, like Australia and the United Kingdom, the input
format may be DD/MM/YYYY
Dimensions Integration: Customers using Dimensions, manage this field via Employment Status in Workforce Dimensions...the Employee->Information section to set whether an employee is Active or Terminated along with the corresponding effective date. This information is pushed to this application if the status is active and populates the Employee’s From date and/or Through date located in this application in the person’s > General tab. |
| Condition | The Condition field uses a Dynamic Condition
to determine when a Person's General tab is active. This field is
optional, but if there are multiple General tabs, it should be utilize.
Date format, if any must be in ISO 8601 date format YYYY-MM-DD or
EN_US date format MM/DD/YYYY. Important: Localization of Dynamic Dates is not supported. |
| *Name | First and Last Name of the person are required. Middle Initial is optional. |
| Employee Category | Displays a list of Employee Categories as configured in Setup > General. Employee categories are used to classify employees and generally associated with pay. Available in version 7.0. Moved from person General tab to Category tab in version 7.0.1. |
| 1st, 2nd, 3rd, 4th ContactD | This optional field contains the primary method
for this application, or the Staffing Administrator to contact you
with notifications, work opportunities, assignments, and messages.
Phone numbers, pagers, and email addresses may be utilized in this
field; although only one method can be applied at one time with
a maximum of four contact methods per person. Most customer configurations
choose the 1st contact method to send working opportunities. Be
sure your primary method reflects the preferred contact method for
the purpose of filling working opportunities in this application. Standard numbers are formatted in a 10 or 11 digit phone number format: (xxx)xxx-xxxx or x-xxx-xxx-xxxx or xxx-xxx-xxxx. When choosing contact of type Phone the use of no hypens is an acceptable format - xxxxxxxxxxx or xxxxxxxxx. SMS Format: E164, Country Code Supported +1 (USA and Canada) The SMS check box displays when selecting contact types: phone, mobile, or home. Required SMS format example:+12223334444(+1##########) Application Behavior: When typing phone numbers in Contact, the application will automatically format using local standards when choosing contact type options: Mobile, Home, and Office. If preferred Language settings are turned on and your application contains more than one language selection the application will not automatically format the phone number to local standards; automatic formatting is turned off by design in order to support scenarios where a global system administrator resides outside the target user’s local region; for instance, an administrator in Australia (headquarters location) modifies a user’s phone number in the United States (satellite location). |
| Override On-Duty Phones | When selected, the person’s contact methods
will override an on duty phone number set at the Institution, Agency,
Region, Station, Unit, or Position level. Dimensions Integration: Customers using Dimension People Export will check this box by default. |
| Address | The Person’s primary address. These are optional
fields.
Note:
Customers using Dimensions, as of application version 7.2.1 special characters in the Address field are supported; for example the pound symbol in an address: 1290 Main Street #101 |
| Other(s) | Indicates the name of a spouse, partner, family member, or emergency contact name. This is an optional field of up to 40 characters. |
| Employee ID | Indicates the Employee ID, or primary system
ID as issued by the organization. An Employee ID should be a unique
number. This is an optional field of up to 30 characters. Note:
Customers using Dimensions must manage the employee’s identification in Dimensions which is the system of record. The Dimensions Employee ID maps to External ID, Employee ID, and Payroll ID (populates all three) in this application when synchronized. |
| Payroll ID | Indicates a Payroll ID that matches an external system to export data from this application to a payroll system. A Payroll ID should be a unique number. This is an optional field of up to 30 characters. |
| Badge ID | This alternate field is used to identify specific
information located on a person’s badge. This application can query
an employee based on this ID via Formula IDs, and the Focus search
window. Customers using Dimensions manage ‘Badge ID’ in Dimensions. Dimensions is the system of record for Badge ID. To locate Badge ID in Dimensions go to: Maintenance > People Information > select Person > Scheduling > select the name of this application > Badge ID |
| InTouch Timeclock Badges | Visibility of field requires an InTouch Clock
Integration license. Badge must be unique for effective date range.
|
| External ID | Enter another ID that matches an external system to export data to that external source. An External ID should be a unique number. This is an optional field of up to 30 characters. |
| Login Status | Controls the status of the selected users' Login ID and password. Enable grants the user access to the web application. Disable prevents the user from accessing the web application. |
| Reset web password to default | Resets the selected user's password to the default password as defined by their Login Policy. |
| Reset phone password to default | Resets the selected user's phone password to the default password as defined by their Login Policy. |
| Login ID/User ID | Enter a Login ID that this person will use
to sign in to the web application. A Login ID should be unique,
and must generate a unique Phone ID number when the Phone ID field
is enabled. Max limit:
Note:
A Person MUST have a Login ID to Log in to this web application. Dimensions Integration: Customers using Dimensions must set the User ID/Login ID in Dimensions. Passwords, however, are managed in this application in Setup > Security > Login Policy. |
| Phone Login ID | Enter a Phone Login ID that this person will
use to sign in to this web application using the phone. A Phone
Login ID must be unique, and numeric (0-9). This field enables when
phone credentials are enabled in the System Information page and
as designated by the user’s Login Policy. Max Limit:
|
| Race Code | Enter a race code here, if applicable. This is an optional field that holds up to one character. This field may be used as a staffing requirement. Use of this field is dependent on the organizations’ Human Resource policy and local, state, and federal regulations. |
| Gender Code | Enter a gender code here, if applicable. This is an optional field that holds up to one character. This field may be used as a staffing requirement.Use of this field is dependent on the organization’s Human Resource policy and local, state, and federal regulations. |
| Primary Language | Use of this field is dependent on whether Languages are turned on by your organization in Setup > System > System Information. If enabled, select the primary language you would like the system to default to upon initial login. This setting will override language preferences set at the Institution level in Setup > Organizations > Institution. |
| Birthdate | Enter the Person’s date of birth. This is an optional field that is formatted for a date. Format: MM/DD/YYYY |
| Password | This button is only active if a Login Policy is
specified. If the user is viewing their own record, they can change
their password here. Someone other than the user can reset the password
to the default password as designated in the Login Policy assigned
to the selected user. Dimensions Integration: Customers using Dimensions use the same login name for employees. This does not include the employee password. The Dimensions Username is mapped to the User ID in this application. The password, however, is not included. Passwords must be created using existing passwords setup controls and standards in this application. Review Login policy topic for additional information. |
| Login Policy | All available Login Policies show in the menu box. Select one to enforce specific Login Policy regulations for the selected user. Most organizations have one standard Login Policy. Select <none> if the person will not need to sign in to this web application, or their password will not be regulated like others. |
| Base Authority | Defines the person’s system authority when they
do not have an active Profile. This is the lowest Authority
level that a person may have. Note:
This is not the person’s primary authority. The base authority activates when the person does not have an active rank (job) in their Profile. Essentially, the base authority allows a user to continue to access the application when their profile from and through dates are out of sync. |
| Notification Groups | Displays the Notification Groups this
person is a member of. Notifications Groups are used with the Workflows module,
and the Extra Duty Events module. Note:
To multi-assign a group of people use the Notification Group Assignment page in Setup > General. |
| Home Institution | This application utilizes this field for system
queries. Assigning a home institution allows you to focus reporting
to only those people of the given home institution. However, for
organizations who utilize Institution Focus:
Note:
Customers using Dimensions, the primary job will define an employee's home institution. |
| Preference Profile | Defines the Preference Profile for the person. Limit one Preference Profile per person. However, a Preference profile may contain one or a group of preferences for a user. The list of Preference Profiles and configured behavior derives from Setup > Preferences. |
| Unique Identifier | An internal system number. |