Viewing employee data

  1. Select Maintenance > Employees > Employee.
  2. Click Find to search for the employee. To perform an advanced search, click the down arrow next to the Find button.
  3. After you find the employee, click Edit next to the employee.
  4. Navigate to the Employee Data section.
    These fields are displayed:
    Value
    Employee-specific data value that is related to the UDF Name field. For example, if you create a UDF employee data field named City, then the Value field is the specific city of each employee’s address, such as Toronto or Atlanta.
    Last Updated
    Date when the Value field was last updated.
    UDF Name
    You cannot make changes to these fields. This field provides the name of the employee data field and describes what employee information the field captures. For example, the employee’s driver’s license number could be captured in a field with a UDF Name value of DRIVER LICENSE.

    For any information that cannot be placed in the existing data locations, you can add an unlimited number of employee data fields. Consider carefully when deciding how much employee information to store in the system. Some data is required to properly interpret and calculate the organization’s payroll rules. Other data is important because the data provides useful information to supervisors and managers, although the data does not directly affect payroll.

    Employee data fields are not date-effective in the same way employee detail attributes are (including the available user-defined fields). Generally, relatively static information is stored in these fields.

During this phase of an installation, you should consult with relevant parties in the organization to be sure that all possible data fields are considered. At minimum, you should contact your payroll administrator, HR manager, and employee supervisors to determine which data fields are required for their departments and job functions.

When determining the data that should be stored, remember that this data may exist in other systems and can be interfaced automatically so that the data is available to application users. Thus, you should determine what information is suitable and helpful for application users without concern for where the information is maintained. Also, not all the data that is stored in an external system is necessarily required in a Workforce Management system. Only data elements that are required by the system itself should be defined within the system.