Defining employee records

Access Employee (HR11.1).

Define an employee on the Main tab. Use the following guidelines to enter field values:

Effective Date

Type the date the employee record is created. The effective date is stored in HR, pay rate, and position history.

Social Number

Type the employee's social identification number. The number format changes according to the employee's work country. See Social number.

Status

Assigns an employee status code to an employee.

Entering a termination date in the Termination field does NOT stop payment to an employee. You must assign a No Pay status to the employee in the Status field.


If you want to	Then
View length of service information	Click the Length of Service button.
Add an alternate or dual language name for the employee	Click the Add Alternate Names button.

Define the employee's work assignment on the Assignment tab using the following guidelines:.

Process Level

Assigns an employee to a process level. You can assign only one process level to an employee.

User Level

Assigns a user level to an employee for payment sorting purposes.

Position

Assigns an employee to a position. Assigning a position to an employee record triggers position information to default when you select Special Actions.

Job Code

Identifies an employee's job. A job code contains rate of pay information that you can override when you enter time records.

Supervisor

Assigns a supervisor to an employee. The supervisor must be set up as an employee before you can assign the supervisor to another employee.

Location

If this is a United States employee, the location determines the tax tables Tax Engine uses to automatically assign tax deductions using BSI TaxLocator. This does not apply to ALLTAX.

For more information on BSI TaxLocator, see the Infor Payroll User Guide.

Union

Select a union HR code that identifies the union with which the employee is associated.

Bargaining Unit

Select a bargaining unit HR code that identifies the bargaining unit with which the employee is associated.

Work Schedule

Select the employee's work schedule.

Note: The Pos,Job button only appears if you select No in the One Position,Job per Employee field on Position Rules (PA06).


If you want to	Then
Assign multiple positions or jobs to an employee.	Click the Pos,Job button and define additional positions or jobs for the employee. See "Assigning Multiple Positions or Jobs" in the Infor Personnel Administration User Guide for more information.

Enter employees pay information on the Pay tab using the following guidelines to enter field values:

Note: You must assign a pay plan on Employee (HR11) if you wish to enable Web Time Entry.

Salary Class: Select whether the employee is paid on an hourly or salaried basis. Your selection determines how the employee's pay is calculated.
Pay Frequency: Select how often the employee is paid.
Rate of Pay: Type the employee's rate of pay. For an employee with an hourly salary class, type an hourly rate. For a salaried employee, type an annual salary.
Schedule, Grade, Step: If you use a Step and Grade Schedule or a Grade Range Schedule, assign the desired pay schedule to the employee. If Step and Grade is used, select the appropriate step, grade, and schedule, and leave the Rate of Pay field blank. If an employee is associated with a grade range schedule, select the schedule and grade, and type a rate of pay in the Rate of Pay field.
Pay Plan: Assign a pay plan to an employee.


If you want to	Then
Assign different rates of pay to an employee.	Click the Alt Rate button and define alternate rates of pay for the employee.
View an employee's compensation information.	Click the Comp Analysis button.
Calculate and view a Pay Rate in the recorded currency and the company's base currency.	Click the Currency Calc button from Compensation Analysis (HR11.2).
Assign a pay plan to an employee if FLSA will not be calculated.	Access Pay Plan Schedules (PR22.1).

Enter employee's identification numbers and other work information including e-mail address on the Work tab.

Enter employee's personal information on the Personal tab using the following guidelines:

Birthdate: Contains employee's date of birth. The Benefits Administration application uses this date for benefits calculations. Also, this field must be populated to enter time records for a Canadian employee.
Consent: Provides consent for employee information requests from outside the work country.

Note: If you want to enter additional contact numbers, click the More button on the Address tab.

Enter employee's address and personal e-mail on the Address tab.

In order for BSI TaxLocator to correctly determine the local taxes for a U.S. employee, all the employee address information must be completed and correct. You must not use abbreviations for city names. This does not apply to ALLTAX.

Document employee's work eligibility on the Work Elig tab using the following guidelines:.

Type: Select a document's purpose. A document can be used for identification, eligibility verification, or both.
Desc: The description of the document you are referring to.
Eligibility Status: (U.S. only) Select the work eligibility status of the employee.

Note: You need to select the Add form function for the User Fields to appear.

See Setting up Codes.

Assign user fields to an employee on the User Flds tab.

Assign tax status to an employee on the Tax tab using the following guidelines:


If	Use
The employee is a United States citizen	The United States tab to enter tax information for the employee.
The employee is a Canadian citizen	The Canada tab to enter tax information for the employee.

See the Infor Payroll User Guide for more information on setting up Tax Authorities.

See the Infor Integration: BSI TaxFactory Manual for more information.

Define time entry edits for an employee on the Pay Edits tab. Use the following guidelines to enter the field value:

Warning Message: Indicates if a warning message displays if the employee exceeds the standard hours or amount for the pay period.

Define benefits dates and salary on the Ben Dates tab.

Do not enter dependent information in the Health Dependents field or the Dental Dependents field if you define dependents on Dependents (HR13). If you say Yes to all Benefits on Dependents (HR13), these numbers automatically get added onto Employee (HR11). If you enter information in both places, your numbers on Employee (HR11) will be inaccurate.

Define employee information for benefits purposes on the Ben Flags tab.

Define employee characteristics for benefits discrimination testing on the Plan Test tab using the following guidelines:.

Owner: Select whether employee is an owner of the company. Determines if the employee is a key employee.
Officer: Select whether the employee is an officer of the company. Determines if the employee is a key or highly compensated employee.
Key Employee: Select whether the employee is a key employee. This information is used for non-discrimination testing.
Apply Max Comp Limit: Overrides the Apply Maximum Limit field in the Pension subform of Benefit Plan (BN15.1) if the Apply Maximum Limit field is Yes. This allows the Payroll application to continue employee percent contributions for 401(k) and 403(b) plans even if the employee compensation exceeds the maximum limit for the plan year.

Enter spouse's employer information on the Spouse Emp tab.