Add Employee Records

Employee records are automatically generated and added to the Personnel Records module based on status changes. If employee records are missing, you can manually add employee records. If an employee was moved to the wrong status, you can correct the employee record with the Convert Resources feature.

To add an employee record

This adds the employee record and information to the Personnel Records list. If you want to also add a time record at the same time you are adding the employee, refer to Edit Employee Records for more information and follow the steps for adding a record for a single employee before saving.

1. On the upper left, in the Add menu, select Employee Record.

2. Select a Resource by clicking Search and searching for or selecting an existing resource. Otherwise, enter the appropriate information.

   Employee Record fields

   Field	Description
   First Name	The first (given) name of the employee.
   Middle Name	The middle name of the employee, if known.
   Last Name	The last name (surname) of the employee.
   Title	The title of the employee, for example Mr or Mrs.
   Hourly Rate	The hourly rate the employee is paid for their time. Enter integers and decimals only, for example 25.00.
   Fringe Benefit	The additional compensation beyond the hourly rate. This value corresponds to the Benefit Rate on the records Table view. Enter the rate as an integer; this will be converted to a percentage in the table.
   OT Hourly Rate	The hourly rate the employee is paid for any overtime worked. Enter integers and decimals only, for example 15.00.
   OT Fringe Rate	The additional overtime compensation beyond the hourly rate. Enter the rate as an integer; this will be converted to a percentage in the table.

3. Click Save.

To correct an employee record by converting a resource

By default, employee records track time based on the Employee Records Threshold status defined when you create the incident. The Convert Resources feature lets you generate employee records based on a different Employee Records Threshold status.

This feature is helpful if an employee was moved to the wrong status. For example, if someone accidentally set a team's status to Demobilized while they were working all day, you could select the employee record for that day and regenerate it with Demobilized as the threshold status.

Administrators can change an existing incident's Employee Records Threshold status in the Incidentsmodule.

1. On the upper left, in the Add menu, select Convert Resources.

2. Select the new threshold status for these employee records.

3. Select the employees from the list for which you want to create a new employee record.

4. Click the expand icon to expand the record to select specific shift dates/hours worked for the new record.

5. Click Create.