Profile Master Screen

Contents

1 Screen

2 Search Tab

3 General Tab

1 Profile Master Screen

The Employee Profile module in the WESPaC Human Resources application provides access to tabs that when opened display the various types of human resources and payroll data contained in the selected employee’s master record. These tabs also allow the user to view, modify, or add the employee data. The data entered into the Profile module is used by other modules within the WESPaC Human Resources application and, in some cases, is updated by the processes executed in those modules.

 

Clicking on the Profile button opens the Employee Profile Master screen which has a series of tabs providing access to screens that display the various types of human resources and payroll data contained in the employee record. These tabs also allow the user to view, modify, or add data, depending on the user’s access permissions.

 

NOTE: Only 13 of the 15 tabs are displayed on the default Employee Profile Master screen. You will need to use the scroll bar at the bottom of the screen to display the remaining two tabs.

 

Buttons on the Profile Master Screen

 

Codes

  1. Click the Codes button to display the Codes menu tree.

You can find information on how to work with the Codes screen in the Profile Codes Maintenance User Guide.

Reports

  1. Click the Reports button to display the Reports menu tree.

You can find information on how to work with the Profile - PR reports in the Employee Profile Reports User Guide.

Quick Pick Reports

  1. Click the Quick Pick Reports button to display the Quick Pick Reports selection screen.

You can find information on how to work with Quick Pick Reports in the Quick Pick Reports User Guide.

Options

  1. Click the Options button to display a drop down list of options for setting up the user’s configuration of the Employee Profile Master screen.

NOTE: This is specific to the user selecting the options.

Options:

Graphs

  1. Click the Graphs button to display a drop down list of options for graphs.

Graphs may be displayed by:

  1. Clicking on any of the options opens the Current Selection Parameters screen.

See the Selection Parameters Screen User Guide for details on how to use the Current Selection Parameters screen.

Export to Excel

  1. Click the Export to Excel button to display the Current Parameters Selection screen (see above) for defining selection parameters for exporting employee data to Microsoft Excel.

  2. Select the desired parameters and click the OK button. The Field Selection screen opens.

See the Selection Screen User Guide for details on how to move the fields from Available to Selected.

NOTE:  Many of the tabs on the Profile Master screen display tables that have a button in the top left corner of the table. If you click this button, the contents of the table are exported to an Excel file.

Notes

  1. Click the Notes button to open the Profile Notes for screen which displays a list notes associated with the selected employee.

See the Attaching Notes User Guide for details on using the Profile Notes for screen.

Attachments

  1. Click the Attachments button to open the Attachment Viewer screen which displays files attached to the selected employee’s record. The files may include pictures, files, and etc.

Add a New Employee

  1. Click the Add button to open a Name Maintenance screen used to add new employees. Details on using the Name Maintenance screen are provided in the Adding a New Employee User Guide.

Edit This Name Record

You can modify the name and certain demographic information for the selected employee (see the Search Tab (Profile) User Guide for details on selecting an employee) using the Edit button at the top of the Employee Profile Master screen.

  1. Click the Edit button to open the Name Maintenance screen.

Details on using the Name Maintenance screen are provided in the Adding a New Employee User Guide.  

Delete Selected Employee

You can delete the name and attached information for the selected employee (see the Search Tab User Guide for details on selecting an employee) using the Delete button at the top of the Employee Profile Master screen.

  1. Click the Delete button to delete the data for the selected employee. A Question screen opens asking if you are sure you want to delete the employee.

  2. Click the Yes button. One of the following screens will open:

  1. Click the OK button to return to the Employee Profile Master screen.

  1. Click the Yes button. A Delete Unused Record? screen opens telling you the employee is no longer used in the system and asking if you want to delete the name record.

NOTE:  If you click the No button, the name is removed from the list of employees, but the name remains in the Names table in the database.

  1. Click the Yes button to delete the employee name and name key.

History of Profile Changes for Employee

  1. Click the History button to open the Profile Change History screen which displays a record of changes made to the employee record and the name of the user who made them.

WESPaC  

The WESPaC button is used to access Washington feature set capabilities.

  1. Click the WESPaC button. The WESPaC Employee Profile Master screen opens.

See the WESPaC Employee Profile Master Screen User Guide for details on how to use this screen.

Employee Name Key and Name

  1. Click the Name Key field to open the drop-down list of employee name key codes selected during the time the Profile module has been open.

NOTE: If you go to another module, then return to the Profile module, the drop down list contains only the name of the first employee on the Name list.

The code displayed in the Name Key field is for the currently selected employee, whose name appears in the Name field, together with the employee type in parentheses.

View Information on Selected Employee

  1. Click the Info button to open the Employee Information screen. This provides a series of buttons that allow you to check other information on the chosen employee or information on another employee without closing the record of the chosen employee.

NOTE: This button is displayed on many different screens throughout the Human Resources application. See the Employee Information Screen User Guide for details on how to use the Employee Information screen.

Previous/Next Employee

  1. Click on the left or right arrow to display the information on the previous or next, respectively, employee (alphabetically) in the file.

Screen Selection (Not Labeled)  

  1. The Screen Selection field to the right of the Previous/Next arrows is currently not operational. It will open a drop-down list showing the names of user-defined screens.

User Defined Dictionary

  1. The User Defined Dictionary button is currently not operational. It will open the screens for creating user-defined screens.

Information on creating user-defined screens can be found in the User Defined Screen User Guide.

Version: 01.06.00.0 - 010225

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