The Effective Settings tab is a view-only tab on the Employee form that displays the Setting Types that have been assigned to the selected person via the following sources: Employee, Employee Group, or System Settings. Note that Setting Types cannot be applied via the Effective Settings tab.
Most settings have a default value in System Settings, which apply to all users. Note that not all setting types have system default values. Setting types that have no system default values and have not yet been configured (and assigned), will display as Not Configured.
If a setting is assigned in more than one source, the precedence is as follows (highest to lowest):
See Settings Precedence for more details.
See Also:
Effective Settings Field Descriptions
View an Employee's Effective Settings
Setting Type
Identifies the setting. All available settings are listed in Setting Types.
Setting Value
Identifies the name of the record that has been assigned to the person via Person Setting, Person Group Setting or System Settings. If no custom record name is listed, the setting is one of the values listed in the table below.
Setting Value |
Description |
Disabled |
The setting has been disabled. This value applies to settings that use "Enable" or "Disable." For example, Employee Authentication on Sign. |
Not Configured |
No record has been configured for the person via Person or Person Group and A SYSTEM DEFAULT record does not exist or the SYSTEM_DEFAULT has been deleted from System Settings. |
SYSTEM_DEFAULT |
The SYSTEM_DEFAULT record is in effect for the person. Typically, if a SYSTEM_DEFAULT record exists, it is automatically assigned on the System Settings level. |
Source
If the setting is assigned on an EMPLOYEE or EMPLOYEE GROUP level, the Source identifies which one of the two it applies to. If a setting is assigned on the system Settings level, the Source field displays empty.
EMPLOYEE = The setting has been applied to the Employee via the Employee Setting form.
EMPLOYEE GROUP = The setting has been applied to an Employee Group with type POLICY or FACILITY via the Employee Group Setting form.
Note: If an employee belongs to multiple Employee Group Types and a duplicate setting is assigned to all groups but with different values, the priority is determined in the person_group_type_criteria table, where the default setting is: POLICY = 1, FACILITY = 2, and HIERARCHY = 3.
If a setting is assigned on the system Settings level, the Source displays empty.
Employee Group Name
If the setting was assigned via Employee Group, the name of the employee group is identified here. For Employee Groups with type Hierarchy, the hierarchy path displays.
Employee Group Type
If the setting was assigned via Employee Group Settings, the Employee Group Type displays. Employee Group Type can be POLICY, FACILITY, or HIERARCHY.
Click Main Menu > Employee Management > Employee.
Select the Employee record you want to view.
Go to the Effective Settings tab. You can filter the records by Date and Setting Type in the filter area.
Click Find to refresh and display the effective settings.