Profile Codes Maintenance Guide

Contents

Access Codes

Building Codes

County Codes

Employee Types

Race Codes

Zip Codes

Names

Education Codes

Language Codes

Occupation Codes

Name Suffix/Prefix Codes

Address Codes

Name Suffix Codes | ADD | EDIT | DELETE | REPORT |;  Prefix Codes | ADD | EDIT | DELETE | REPORT |

Name Suffix and Prefix Codes                       

Clicking the Edit button on the Profile Master screen opens the Name Maintenance screen.

  1. The Names Suffix List screen can be opened by clicking the Lookup button to the right of the Suffix field on the Name Maintenance screen.

The Names Prefix List screen can be opened by clicking the Lookup button to the right of the Title field on the Name Maintenance screen.

NOTE: If you add a new code to either of these code types, the code attaches to the record of the employee displayed on the Employee Profile Master screen. After adding a new code, you will need to re-select the appropriate code for the employee within whose record you are working.

Adding a Name Suffix

  1. Click the Add button on the Name Suffix List screen. The Name Suffix Maintenance screen opens.

  2. Enter a Name Suffix of up to four characters.

  3. Click the OK button to save the code and return to the Name Suffix List screen.

Editing a Name Suffix

  1. To edit a name suffix, click on the suffix code you wish to edit on the Name Suffix List screen and then click the Edit button. The Name Suffix Maintenance screen opens.

  2. Make the desired change to the Name Suffix.

  3. Click the OK button. A Question screen opens warning that all names with the old suffix are modified.

  4. If you still want to make the change rather than adding a new suffix, click the Yes button and return to the Name Suffix List screen.

NOTE: To save the change you must attach the changes code to an employee record by clicking the Select button. If it is not appropriate for the employee to whom you have attached it, you can remove the code from the employee’s record when you return to the Name Maintenance screen.

Deleting a Name Suffix

  1. On the Name Suffix List screen, click on the Suffix Code you wish to delete and click the Delete button. A Question screen opens warning that all names with the suffix are modified.

  2. Click the Yes button and the name suffix code is deleted.

NOTE: All records to which the deleted suffix had been assigned are modified.

Running a Name Suffix Report

  1. Click the Report button on the Name Suffix List screen. The Suffix Code - Range screen opens.

  2. Enter the suffix Code ranges that you want to print, or, to get all suffix codes, keep the default values.

  3. Click the Print button. The Output Destination screen opens.

Details on how to use the Output Destination screen can be found in the Print Setup User Guide.

  1. Select the print parameters and click the OK button to print the report.

Adding a Name Prefix

  1. Click the Add button on the Name Prefix List screen. The Name Prefix Maintenance screen opens.

  2. Enter a name prefix Code of up to three characters.

  3. Enter a Short Description of up to 15 characters.

  4. Enter a Long Description of up to 30 characters or let the system fill the field with the Short Description value.

  5. Click the OK button to save the code and return to the Name Prefix List screen.

Editing a Name Prefix

  1. Click on the Prefix Code you wish to edit on the Name Prefix List screen and then click the Edit button. The Name Prefix Maintenance screen opens.

NOTE: You cannot change the name prefix code, but you may change the Short Description and/or Long Description.

To change the name prefix code you must delete the existing prefix code using the Delete button on the Name Prefix List screen (see below) and add a new name prefix code.

  1. Make the necessary changes and click the OK button to return to the Name Prefix List screen.

Deleting a Name Prefix

  1. On the Name Suffix List screen, click on the Prefix Code you wish to delete and then click the Delete button. A Question screen opens asking if you want to delete the prefix code.

  2. Click the Yes button and the name prefix code is deleted.

NOTE: All records to which the deleted prefix had been assigned are modified.

Running a Name Prefix Report

  1. Click the Report button on the Name Prefix List screen. The Range screen opens.

  2. Enter the prefix Code ranges that you want to print, or, to get all prefix codes, keep the default values.

  3. Click the Print button. The Output Destination screen opens.

Details on how to use the Output Destination screen can be found in the Print Setup User Guide.

  1. Select the print parameters and click the OK button to print the report.

Version: 01.06.00.0 - 010225

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