List Setup

List Setup can be customized to suit your needs. Each of the items below describe a customizable application drop-down menu. The contents of these drop-down menus can be deleted, added, or modified in the List Setup screen by selecting the field and following the prompts.

To view List Setup, click company setup | Company Setup | List Setup.

To remove a code, click Remove in company setup | Company Setup | List Setup.

 

Note:    

Items with a record attached cannot be removed.

 

Drop-Down Menu

Description

Absence Types

Absence types display in the PTO Type drop-down menu on the Attendance/Time-Off screen in the employee and administration tabs.

Note:    

If you want the employee to view the Absence Type in the Employee tab, check the View in Employee Tab? checkbox, then select the applicable Absence Type.

Accident Classifications

Accident Classifications display in the Classification drop-down menu on the Add/Edit Illness screen.

Applicant Priority

Priority types display in the Priority drop-down menu on the Candidate Register screen in the hiring tab.

Benefit Plans

To add new items, use the blank boxes in the form. Codes can be up to 4 characters (alpha-numeric) and cannot contain commas or spaces. Any items that do not have a code or description will be discarded.

  • Enter a 4 alpha numeric character code in the Code field.

  • Enter the plan description, up to 50 alpha numeric characters (including special characters), in the Plan Description field.

  • Click Save.

To remove the benefit plan and the corresponding deduction codes, click Remove. This is an irreversible action.

Degrees

Degree types display in the Degrees drop-down menu on the Edit Education screen in the administration tab.

Location

Physical working locations of employees display in the Location drop-down menu on the Status/Position screen, Add Accident/Illnesses(OSHA) screen in the administration tab, EEO-1 Report, and Veterans' Information Report on the Reports tab.

The Add an address field is a mandatory field. To add a location address:

  1. Click Add an address. The Add/Edit Address screen displays allowing the user to enter an address for a location.

  2. Complete the required (*) fields.

  3. Click Done to save changes or click Cancel to return to the List Setup screen.

Sort Order Locations in list menus by:

  • Select Code to sort the Locations drop down menu in ascending order by Location Code, on the following pages:

    • administration | Status/Position

    • company setup | Company Setup | List Setup

    • reporting | EEO-1 Report

  • Select Description to sort the Locations drop-down menu in ascending order by Description, on the following pages:

    • administration | Status/Position

    • company setup | Company Setup | List Setup

    • reporting | EEO-1 Report

The Show Locations On Reports checkbox specifies if locations will or will not be used for EEO and/or OSHA Reporting.

Task List

List of tasks that may need to be completed for an employee. The list automatically displays when an administrator or supervisor accesses the Task List in the hiring and administration tabs and can be customized in that screen.

Review Scoring Methods

Review Scoring Method displays in the Complete Performance Review (company setup | Customizable Options | Performance Reviews).

Skill Level

Skill Level types display in the Skill Level drop-down menu on the Edit Skill screen in the administration tab.

Status Change Reasons

Status Change Reasons display in the Reason drop-down menu on the Salary/Status History screen in the Change Event Wizard, both accessed from the administration tab.

Termination Reason

Termination Reasons display in the Status drop-down menu on the Status/Position screen in the administration tab.