[HR] Create and Maintain a Resource

The HR Resource form stores all static employee information, including:

• Personal details (name, address, birth date, marital status, SSN, W-4, education)
• Application/interview details
• Training and education
• Emergency contacts
• Skills, dependents, rewards, and benefits
• Disciplinary actions, grievances, employment & salary history
• Accident tracking, reviews, COBRA info, scheduling, assigned assets

Note: You can view all information here, but additions, deletions, or changes must be made in the associated maintenance forms. Access these by double-clicking a grid line or selecting Open Related Record from the Records menu.

Creating a New Resource

1. Open HR Resources:
   • From the HR module’s Programs folder, open HR Resources.
2. Assign Resource Number:
   • In Resource #, enter a unique number or type + and press Enter to auto-assign.
3. Enter Employee Information:
   • Complete as much information as possible, starting with the Info tab.
4. Save Record:
   • Click Save to create the resource.