[HR] Create and Maintain a Resource

Created by Crystal Ann Harvey, Modified on Mon, 21 Jul at 9:38 AM by Crystal Ann Harvey

The HR Resource Master form contains all of the static information about each employee, such as the name, address, birth date, marital status, social security number, W-4 information, education information, and so forth. This form also provides the means for you to quickly view miscellaneous information about each employee, including the following:

Application/Interview Detail

Training and Education

Emergency Contact Information

Skills

Dependents

Rewards

Benefits

Disciplinary Incidents & Action Taken

Employment History

Grievances

Salary History

Accident Tracking

Reviews

COBRA Information

Scheduling

Assigned Assets


Although this information can be viewed from this form, any additions, deletions, and changes must be made within the maintenance form associated with the information. You can access each tab’s related form by double-clicking in a grid line, or by selecting Open Related Record in the Form from the Records menu. By using the HR Resource Master to access these other forms, you can quickly set up all of the necessary information for a resource without leaving this form.

The HR Resources form is used to create and maintain all resource information for the Human Resources module. 

To create a resource manually:

  1. From the Human Resources module's Programs folder, open the HR Resource Master form.
  2. In the Resource # field, provide a unique number for the new resource or type + and press Enter to assign a new number.
  3. Starting with the Info tab, provide as much information as possible for the record. Refer to the tab descriptions below for more information.
  4. Save the record.


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