General Information
The General button opens several pages of employee information, including employee demographic data, employee indicator and parameter settings, and login information.
The following tabs are available when adding or viewing employee general information:
General
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Opens a screen that displays the employee basic demographic information.
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Photo
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Opens a screen that displays a photograph of the employee.
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Indicators
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Opens a screen to enter indicator values that are used for processing of the employee. The default values are automatically entered, but can be updated.
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Parameters
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Opens a screen to enter required parameter values that are used for processing of the selected employee. The default values are automatically entered, but they can be updated.
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Login
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Opens a screen to view or update information that allows the selected employee to log into the program or non-portal devices, such as a badge reader.
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Classification
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Opens a screen to indicate whether the selected employee participates in certain duties, such as being an instructor for the organization.
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Home Labor Distribution
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When adding a new employee record, this tab is available to enter information for an employee's primary home labor distribution.
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Audits
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Opens a screen to view edits made to the selected employee record, including the date, time, and user who made the changes.
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Action Buttons
The following actions may be available in the left pane when any of the tabs on the General screen are open:
Disable Password
The Disable Password button de-activates an employee password, so that the employee is not able to log in to the system using that password.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee Password screen.
Disable PIN
The Disable PIN button de-activates an employee PIN, so that the employee is not able to access input devices.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee PIN screen.
Force Password Change
The Force Password Change button requires selected users to change their password after they successfully log into the system. A screen displays for the user to enter the new password and then re-enter to confirm the entry. If the selected employees are logged into the system when the Force Password Change button is selected, a screen is displayed to enter and confirm a new password.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee Password screen.
Force PIN Change
The Force PIN Change button requires the selected employee(s) to change their PIN after successful access to the system. A screen displays for the user to enter a new, four-digit number as the PIN and then re-enter it to confirm the entry.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee PIN screen.
Reset Password
The Reset Password button changes the password of the selected employees. The new password is set up in the Authentication configuration screen. Depending on indicator settings, this may be a default password or a password created using employee information.
This feature can be used if the employee forgets his or her password. If the selected employees are logged into the system when this button is selected, they are logged out of the system when they move to a new screen.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee Password screen.
Note: If the System indicator for automatic password creation (Authentication Indicator System Standard 2) is set to N, this Reset Password option is not available.
Authentication Indicator System Standard 2 determines whether or not passwords are automatically created by the system for manually entered employee records or for all employees when the password is reset.
- For employee records that are downloaded or replicated, this indicator is ignored and a password is automatically created using the pattern determined by Authentication Indicator System Standard 5.
Authentication Indicator System Standard 5 is used to determine the pattern used to create an employee's password when initially logging into the system or when the employee password is reset.
When Authentication Configuration Indicator 2 is set to Y, passwords are automatically created as follows:
Valid Values:
A
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The password is determined by the Default Password defined in Authentication Configuration.
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B
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The password is determined by the employee’s code. (default) For example, when the employee code is 0123456, the employee’s First-Time Password is 0123456.
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C
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The password is determined by the employee’s birth date (MMDDYYYY). For example, when the employee’s birth date is January 1, 1965, the employee’s first-time password is 01011965.
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- For manually entered employees, if this indicator is set to N, a password must be manually entered into the employee Login screen to be used when initially logging into the system.
- If this indicator is set to N, the Reset Password option is not available.
Valid Options:
N
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Passwords are not automatically created.
- Manually entered employee records must have a password entered on the Login screen.
- The Reset Password option is not available.
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Y
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Passwords are automatically created. Employees logging into the system for the first time and employees who have had their password reset must enter the password created with the pattern determined by Authentication Indicator System Standard 5.
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Reset PIN
The Reset PIN button changes the selected employees' Personal Identification Number to the automatically created PIN as set up in the Authentication configuration screen.
Note: If the System indicator for automatic PIN creation (System Standard 6) is set to N, this Reset PIN option is not available.
Note: This button is available in the Employee Record>General screen and in the Configuration section>Employee card>Manage Employee PIN screen.
