The Employment Profile tab on the Employee form is used to assign employee status, time entry status, and person type to a single employee. For example, in this tab you can configure an employee as Active, Inactive, or Terminated.
See Also:
Employment Profile Field Description
Start Date
Identifies the year, month, and day when the employment profile takes effect.
End Date
Identifies the year, month, and day when the employment profile is no longer in effect.
The employment status is used to determine whether the person can post labor and/or perform supervisory functions. It may also be used to determine eligibility for benefits and payroll. Valid entries are ACTIVE, INACTIVE, or TERMINATED.
You cannot modify a person's Employment Status. You have to add an Employment Profile record with the person's new status.
Note: The Employment Status determines the Current Status on the Employee form. If a record does not have a configured Employment Profile, the Current Status field on the Employee form is set to INACTIVE.
ACTIVE employees have full use of the program. They can post labor. Supervisors can view active employees on the Supervisor Review form.
INACTIVE employment status is typically used for employees that take extended leave time but will eventually return to work. Inactive employees may not log in or post time to their timecard via the web timecard or a client terminal. Supervisors can still view timecards for inactive employees on the Supervisor Review form (Current Situation and Time Card Review). Supervisors can cancel and modify transactions for inactive employees. However, supervisors cannot post new transactions for inactive employees.
TERMINATED employees cannot use the application because the system does not grant access to terminated employees on or after the termination date (the Start Date of the Employment Profile record with an Employment Status of TERMINATED). A supervisor with the SUPERVISOR_ADMIN item in their Security Data Role can still view timecards for terminated employees on the Supervisor Review form (Current Situation or Time Card Review).
The Entry Type defines how employees can post time in the application. When you add a Person record, the default Time Entry Type is NONE until you change it on the Employment Profile tab.
The valid entries are listed below.
PUNCHED = The employee posts time on the Web or a client terminal using the Punch Entry Method or Elapsed Entry Method:
Punch Entry Method - Employee enters the start and stop times for labor, as well as clock in and out for shifts and breaks.
Elapsed Entry Method - Employee enters time after the time has been worked. Employees can enter one or more days' worth of time entries at a time. This is a method typically used by salaried employees.
ELAPSED = The employee can post time only via the Web application and can only use the elapsed type entry method. With this method, employees enter time after the time has been worked. Employees of this group can enter one or more days' worth of time entries at a time. This is a method typically used by salaried employees.
EXCEPTION = Exception employees do not punch or add elapsed. Instead, employees are clocked in and out by the system each day by the ATTENDANCE service. Exception employees are only required to enter exceptions to the work schedule, such as vacation and sick days.
NONE = The employee cannot post time. When you add a Person record, the default Time Entry Type is NONE until you change it on the Employment Profile tab.
Note: A time reporter is defined as a person whose Entry Type is not “None.”
The table below displays what the different settings allow:
Entry Type |
Client Terminal and Web Time Clock - Punch Entry Method |
Client Terminal and Web Time Clock - Elapsed Entry Method |
Web Timecard – Punch Entry Method |
Web Timecard - Elapsed Entry Method |
PUNCHED |
Allowed |
Allowed |
Allowed |
Allowed |
ELAPSED |
Forbidden |
Allowed Note:
In order for the time reporter to add an elapsed event, the event
must have the Event Setting PUNCH_ELAPSED_ |
Forbidden |
Allowed |
EXCEPTION |
Forbidden |
Forbidden |
Forbidden |
Allowed |
NONE |
Forbidden |
Forbidden |
Forbidden |
Forbidden |
Employee’s work agreement with the company. Used for benefit calculations and by the various policy and group guidelines to which the employee will be assigned. Also used to determine work schedules, pay rates, benefit eligibility, etc. Valid entries are Full Time, Part Time
Identifies the employee category. Person Types are used for tasks such as badge type filtration and merging of employee records.
When you add a Person record, the default Person Type (EMPLOYEE) is used until you change it on the Employment Profile tab.
The available Person Types are listed below.
Employee Type |
Description |
ADMINISTRATOR |
This type is given to users that are considered system administrators and need full access to the system. Note that full access to the application is given via Form Profiles, Security Roles, and Security Data Roles. |
CONTRACTOR |
Non-supervisor, non-employee contractor. |
EMPLOYEE |
Non-supervisor employee. |
INTERIM |
Employee is not yet set up as a permanent employee (can be supervisor or non-supervisor). |
MACHINE |
Person record is for a machine. |
SUBCONTRACTOR |
Person who is employed by an outside agency or vendor. |
HOURLY employees are paid by the hour.
SALARIED employees are paid a salary instead of an hourly rate.
NONEXEMPT refers to employees who are entitled to overtime pay.
Direct/Indirect
DIRECT employees are those that can associate their time to specific projects/accounts/products. An example would be a machinist or welder.
INDIRECT employees are those whose time is not readily applied to any specific project/account/product. Examples of indirect employees would be Administrative, Clerical, and Management personnel.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Employee Management > Employee.
Select the person record you want to view.
Click the Employment Profile tab located on the lower half of the form.
Note: You cannot add records with overlapping effective dates.
Click Main Menu > Employee Management > Employee.
Select the person record to which you want to add an employment profile.
Click the Employment Profile tab.
Click Add.
Enter the effective Start and End Dates.
Select the Employment Status, Entry Type, Full Time/Part Time setting, Classification Type, Person Type, and Direct/Indirect setting. Refer to the field descriptions (above) for more information.
Click Save when you are finished.
Click Main Menu > Employee Management > Employee.
Select the person record that contains the Employment Profile you want to modify.
Click the Employment Profile tab.
Click Modify.
Modify the necessary fields.
Note: You cannot modify a person's Employment Status. You have to add an Employment Profile record with the person's new status.
Click Save.
Click Main Menu > Employee Management > Employee.
Select the person record that contains the Employment Profile you want to delete.
Click the Employment Profile tab.
Select the Employment Profile record you want to remove and click Delete.
Click OK to confirm the action.