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.
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Items with a record attached cannot be removed. |
Drop-Down Menu |
Description |
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Absence Types |
Absence types display in the PTO Type drop-down menu on the Attendance/Time-Off screen in the employee and administration tabs.
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Accident Classifications |
Accident Classifications display in the Classification drop-down menu on the Add/Edit Illness screen. |
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Applicant Priority |
Priority types display in the Priority drop-down menu on the Candidate Register screen in the hiring tab. |
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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.
To remove the benefit plan and the corresponding deduction codes, click Remove. This is an irreversible action. |
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Degrees |
Degree types display in the Degrees drop-down menu on the Edit Education screen in the administration tab. |
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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:
Sort Order Locations in list menus by:
The Show Locations On Reports checkbox specifies if locations will or will not be used for EEO and/or OSHA Reporting. |
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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. |
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Review Scoring Methods |
Review Scoring Method displays in the Complete Performance Review (company setup | Customizable Options | Performance Reviews). |
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Skill Level |
Skill Level types display in the Skill Level drop-down menu on the Edit Skill screen in the administration tab. |
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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. |
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Termination Reason |
Termination Reasons display in the Status drop-down menu on the Status/Position screen in the administration tab. |
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