Badge tab (Employee form)

The Badge tab on the Employee form is used to assign a badge to a person. Before you assign a badge to a person, you must create the badge in a badge group (using the Badge and Badge Group forms). You must also make sure the person is not restricted from the specific badge type (as defined on the Badge Filtration form).

Note that when you delete a badge assignment, the badge that was deleted from the assignment cannot be re-issued until the BADGE_RESET service runs. The service looks for any active badges that were issued to a person record at some point in time, but whose assignment is no longer valid (i.e., the end date on the Badge form has expired, or the assignment record was deleted and is no longer considered issued). These badges will get a Badge State of Available (the badge is available for use) and the updated Badge State will be reflected on the Badge form.

Badge Field Descriptions

Employee Num

Identifies the person to whom this badge record is assigned.

Badge Group

Identifies the Badge Group to which the badge belongs. Badge Groups are created on the Badge Group form.

Badge Type

Indicates whether the badge is Permanent or Temporary.

Permanent = A badge that is intended to be used permanently.

Temporary = A badge that is intended to be used for a short duration. For example, if a person misplaces his badge, he may be issued a temporary badge.

Badge Num

Badge Number as defined on the Badge tab of the Badge Group form.

System Required

Indicates whether the badge is system required.

Start Timestamp

The start date and time that this record takes effect.

End Timestamp

The end date and time that this record takes effect.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

Find an Employee's Badge Records

Click Main Menu > Employee Management > Employee
Select the Employee record and navigate to the Badge tab.
Click Find.

The person's badge records appear.

Add/Assign a Badge to an Employee

In order to assign a Badge to an Employee, you must first create the badge on the Badge tab of the Badge Group form.

Click Main Menu > Employee Management > Employee.
Select the Employee and navigate to the Badge tab.
Click Add.
Select a Badge Group and a Badge Type.

Note: The Badge Type you select must match with the person record's person type. The match is configured on the Badge Filtration form.
Select a Badge Num. Click the button and select Add, Lookup, or Maintain.

Select Lookup to display a list of available badges based on the Badge Group and Badge Type you selected as well as the system's Badge Filtration settings.

Select Add or Maintain to display the Badge form which you can use to add, modify, copy, or delete a badge number.

Note that you cannot use the following characters in a Badge Number:

# % \ ' ? = + &
Enter a Start Timestamp and an End Timestamp.
If you want to add more than one badge, click Save and Add to save your settings and keep the Add Badge form open. Or click Save to save your badge and return to the Badge tab on the Employee form.

Modify a Badge Assignment

Click Main Menu > Employee Management > Employee.
Select the Employee record and navigate to the Badge tab.
Select the badge record and click Modify.
Modify the necessary fields and click Save.

Delete a Badge Assignment

Click Main Menu > Employee Management > Employee.
Select the Employee record and navigate to the Badge tab.
Select the badge record and click Delete.
Click OK to confirm the action.

Note that in order to re-issue the badge you deleted from the assignment, the badge must first be set to available via the BADGE_RESET Service. The service looks for any active badges that were issued to a person record at some point in time, but whose assignment is no longer valid (i.e., the end date on the Badge form has expired, or the assignment record was deleted and is no longer considered issued). These badges will get a badge state of Available (the badge is available for use) and the updated badge state will be reflected on the Badge form. You can enable the default Reset Badge service schedule on the Service Schedule form, or run it immediately via the Service Monitor form.