Setting Up Default Information for Employee Records

Access the Pending Employee Defaults form.

Security Business Unit

Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department.

Business unit security might prevent you from viewing information about business units for which you have no authority.

Home Company

Enter the company number where the employee records generally reside.

Date Pay Starts

Enter the date that an employee may begin participating in the company's benefit plans or may be included in payroll processing.

You can also use this field to provide a beginning date for seasonal employees or for employees who work only part of the year (such as a teacher who works only nine months of the year).

Date Started

Enter the first day the employee started working at your company. If you do not enter a date, the system uses the value in the Original Hire Date field.

Date of Original Employment

Enter the date on which the employee was originally hired by the company. If the employee was terminated and subsequently rehired, the data in the Date Started (DST) field represents the new start date.

Supervisor

Enter the address book number of the supervisor.

Check Route Code

Enter a code from UDC 07/CR that specifies the check routing or mail-stop code. Use this code to sequence the printing of payroll checks to facilitate their handling and delivery.

Locality

Enter a code from UDC 07/SL that defines the different salary localities within an organization. For example, you can compare salaries for employees on the East Coast with employees in the Midwest.

Participation Date

Enter the date the employee began participating in the company deferred income or stock option plan. This date must be later than the date in the Date Started field.

Selecting the option next to each field that you completed and clicking OK activates the field and allows the system to recognize the field as a default value.

If you activate a blank field, the system overwrites the field for each record that is entered in the Employee Quick Hire form.