| Field Name | Field Description |
|---|---|
| “From” | If a date is entered in this field, then the
Person's Assignment record is active on this date. Format: *MM/DD/YYYY Note: For
certain locales, like Australia and the United Kingdom, the input
format may be DD/MM/YYYY
Dimensions Integration: Customers using Dimensions, manage this field via Employment Status in Workforce Dimensions...the Employee->Information section to set whether an employee is Active or Terminated along with the corresponding effective date. This information is pushed to this application if the status is active and populates the Employee’s From date and/or Through date located in this application in the person’s > General tab. |
| “Through” | If a date is entered in this field, then the
Person's Assignment record is active through this date. Format: *MM/DD/YYYY Note: For
certain locales, like Australia and the United Kingdom, the input
format may be DD/MM/YYYY
Dimensions Integration: Customers using Dimensions, manage this field via Employment Status in Workforce Dimensions...the Employee->Information section to set whether an employee is Active or Terminated along with the corresponding effective date. This information is pushed to this application if the status is active and populates the Employee’s From date and/or Through date located in this application in the person’s > General tab. |
| Condition | The Condition field uses a Dynamic Condition
to determine when a Person's General tab is active. This field is
optional, but if there are multiple General tabs, it should be utilized.
Rare usage. Date format, if any must be in ISO 8601 date format
YYYY-MM-DD or EN_US date format MM/DD/YYYY. Important: Localization of Dynamic Dates is not supported. |
| “ *Name” | First and Last Name of the person are required. Middle Initial is optional. |
| Employee Category | Displays a list of Employee Categories as configured in Setup > General. Employee categories are used to classify employees and generally associated with pay. Available in version 7.0. Moved from person General tab to Category tab in version 7.0.1. |
| 1st, 2nd, 3rd, 4th ContactD | This optional field contains the primary method
for the system or the Staffing Administrator to contact you with
notifications, work opportunities, assignments, and messages. Phone numbers,
pagers, and email addresses may be utilized in this field; although
only one method can be applied at one time with a maximum of four
contact methods per person. Most customer configurations choose
the 1st contact method to send working opportunities, sometimes
the first two contact methods; rarely all four contact methods are
used. Be sure your primary method reflects the preferred contact
method for the purpose of filling working opportunities in this
application. Standard numbers are formatted in a 10 or 11 digit phone number format: (xxx)xxx-xxxx or x-xxx-xxx-xxxx or xxx-xxx-xxxx. When choosing contact of type Phone the use of no hypens is an acceptable format - xxxxxxxxxxx or xxxxxxxxx. SMS Format: E164, Country Code Supported +1 (USA and Canada) The SMS check box displays when selecting contact types: phone, mobile, or home. Required SMS format example:+12223334444(+1##########) Application Behavior: When typing phone numbers in Contact, the application will automatically format using local standards when choosing contact type options: Mobile, Home, Office. If preferred Language settings are turned on and your application contains more than one language selection the application will not automatically format the phone number to local standards; automatic formatting is turned off by design in order to support scenarios where a global system administrator resides outside the target user’s local region. For example, an administrator in Australia (headquarters location) modifies a user’s phone number in the United States (satellite location). |
| Override On-Duty Phones | When selected, the on-duty Person is contacted
through their contact methods rather than an on duty phone number
at the Institution, Agency, Region, Station, Unit, or Position. Dimensions Integration: Customers using Dimension People Export will check this box by default. |
| “Address” | The Person’s primary address. These are optional
fields.
Note:
Customers using Dimensions, as of application version 7.2.1 special characters in the Address field are supported; for example the pound symbol in an address: 1290 Main Street #101 |
| Other(s) | Used to indicate the name of a spouse, partner, family member, or emergency contact name. This is an optional field of up to 40 characters. |
| “Employee ID” | Used to indicate the Employee ID, or primary
system ID as issued by the organization. An Employee ID should be
a unique number. This is an optional field of up to 30 characters. Note:
Customers using Dimensions, manage employee identification in Dimensions the system of record. The Dimensions Employee ID matches to External ID, Employee ID, and Payroll ID (populates all three) in this application when synchronized. |
| “Payroll ID” | Used to indicate a Payroll ID that matches an external system to export data from this web application to a payroll system. A Payroll ID should be a unique number. This is an optional field of up to 30 characters. |
| “Badge ID” | This alternate field is used to identify specific
information located on a person’s badge. This application can query
an employee based on this ID via Formula IDs and the Focus search window. Customers using Dimensions manage Badge ID in Dimensions. Dimensions is the system of record for Badge ID. To locate go to Maintenance > People Information > select Person > Scheduling > select this application > Badge ID |
| InTouch Timeclock Badges | Visibility of field requires an InTouch Clock
Integration license. Badge must be unique for effective date range.
|
| “External ID” | Enter another ID that matches an external system to export data to that external source. An External ID should be a unique number. This is an optional field of up to 30 characters. |
| Login Status | Used to change the status of the selected users' Login ID and password. Enable grants the user access to the web application. Disable prevents the user from accessing the web application. |
| Reset web password to default | Used to reset the selected user's password to the default as designated by their Login Policy. |
| Reset phone password to default | Used to reset the selected user's phone password to the default as designated by their Login Policy. |
| “Login ID/User ID” | Enter a Login ID that this person will use
to sign in to the web application. A Login ID should be unique,
and must generate a unique Phone ID number when the Phone ID field
is enabled. Max limit:
Note:
A Person MUST have a Login ID to Log in to this web application. Dimensions Integration: Customers using Dimensions must set the User ID/Login ID in Dimensions; however, passwords are managed in this application in Setup > Security > Login Policy. |
| Phone Login ID | Enter a Phone Login ID that this person will
use to sign in to this web application using the phone. A Phone
Login ID must be unique, and numeric (0-9). This field enables when
phone credentials are enabled in the System Information page and
as designated by the user’s Login Policy. Max Limit:
|
| “Race Code” | Use of this field is dependent on the organizations’ Human Resource policy and local, state, and federal regulations. Enter a race code here, if applicable. This is an optional field that holds up to one character. This field may be used as a staffing requirement. |
| “Gender Code” | Use of this field is dependent on the organization’s Human Resource policy and local, state, and federal regulations. Enter a gender code here, if applicable. This is an optional field that holds up to one character. This field may be used as a staffing requirement. |
| Primary Language | Use of this field is dependent on whether Languages are turned on by your organization in Setup > System > System Information. If enabled, select the primary language you would like the system to default to upon initial login. This setting will override language preferences set at the Institution level in Setup > Organizations > Institution. |
| “Birthdate” | Enter the Person’s date of birth. This is an optional field that is formatted for a date. Format: MM/DD/YYYY |
| Password | This button is only active if a Login Policy
is specified. If the user is viewing their own record, they can
change their password here. Someone other than the user can reset
the password to the default password as designated in the Login
Policy assigned to the selected user. Dimensions Integration: Customers using Dimensions use the same login name for employees. This does not include the employee password. The Dimensions Username is mapped to the User ID in this application but does not include the password. Passwords must me created using existing passwords setup controls and standards in this application. Review Login policy topic for additional information. |
| Login Policy | All available Login Policies show in the menu box. Select one to enforce specific Login Policy regulations for the selected user. Most organizations have one standard Login Policy. Select <none> if the person will not need to sign in to this web application, or their password will not be regulated like others. |
| “Base Authority” | All Authorities are displayed in the menu box.
Select this person’s system authority when they do not have an
active Profile. This is the lowest Authority level that a person
may have. Note:
This is not the person’s primary authority. The Rank drives the person’s primary authority. The base authority activates when the person does not have an active rank in their Profile, which defines the person’s Rank. |
| Notification Groups | Shows the Notification Groups this person is a member of. Notification are used with the advanced workflow business process for work codes. To multi-assign a group of people use the Notification Group Assignment page in Setup > General. |
| “Home Institution” | A person can be assigned to a home institution.
Once a home institution is defined, the system utilizes this field
for system queries. Also, home institution allows you to focus reporting
to only those people of the given home institution. For organizations
who utilize Institution Focus:
Note:
Customers using Dimensions, the primary job establishes an employee's home institution. |
| Preference Profile | The Preference Profile associated with the selected person. Limit 1 Preference Profile per person. However, a Preference profile may contain one or a group of preferences for a user. The list of Preference Profiles and configured behavior derives from Setup > Preferences. |
| Unique Identifier | Internal system number. |