Entering Employee Statuses

Employees must be assigned a status before they can be assigned work.

Status Types are defined by a system administrator in Employee Status Types ancillary data.
  1. Open the Employee Profile screen and set the Context (F3).
    If you are creating a status record for a new employee, make sure to select the Agency value Not Specified.
  2. Select an employee and then Status.
  3. Do one of the following:
    • To add a new status, in the detail view, right-click and select Add New Record.
    • To add a status based on an existing record, select the record in the list view, click in the detail view, and select Clone Record: Clone Record
  4. Enter the From Date and To Date the status is in effect.
    You can leave the To Date field blank for statuses with no predetermined end date.
  5. Select a Status Type.
  6. Select a Division.
    The employee is automatically assigned to the proper agency based on their division.
  7. Select an Employee Type.
  8. Select a Job Class.
  9. If your agency uses pay rates:
    1. Enter the employee's rate in the Pay Rate field.
    2. If you don't want the specified pay rate to be overwritten when the system imports employee data, select Pay Rate Override.
  10. Select Red Circle Job Class to freeze the Job Class and Pay Rate.
  11. Select Save.