Managing HR Resources

HR Resources is the central record for employees and applicants—personal information, employment status, and the link to Payroll.

Before you start

• Company parameters and classification codes are set up.
• For paid employees, know the PR company and employee number.

Steps

1. Open HR Resources.
2. On the main info tab, enter name, address, and contact details.
3. On the Payroll Info tab, enter the payroll company and employee number.
4. Match employee number to resource number when your reporting practice expects them to be the same.
5. Complete hire date, term date, payroll group, department, and related payroll fields.
6. Use the other tabs for dependents, contacts, benefits, salary history, training, and schedule as needed.
7. Save.

Notes

• Benefits and salary changes only reach Payroll when you run HR Update Benefit/Salary to PR and the related Update Payroll checkboxes are on.