Employee Summary

Overview

Updated 05/10/2023

The Employee Summary section displays an employee's basic information and a Shortcut menu used to perform quick actions. 

Name/Address
Branch/Agency
Shortcuts
Status
Contact Method

The Summary page contains information regarding Name/Address, Branch/Agency, Status, and Contact Methods.

Name/Address

Field	Description
Name	The employee's name.
Address	The employee's address.
SSN	The employee's Social Security Number.
Record Type	The status of the employee's record.
Nickname	Alternate name for the employee.
Employee ID	The employee's identification number.
BOLD Talent ID	The employee's Talent ID in AviontéBOLD. Displays for integrated customers; ; otherwise does not display.

Branch/Agency

Field	Description
Branch Name	The branch to which the employee is associated.
Agency	The agency to which the employee is associated.
W2	Indicates if the employee has a W2.

Shortcuts

The Shortcuts group provides quick access to four actions from the Employee Actions Menu. These can be used to perform common actions on an employee record.

Status

Field	Description
Status	Indicates an employee's status - Active, Inactive, Processed, Unprocessed, etc. There is not a singular definition of "processed," "unprprocessed," etc. - the status definitions are dictated according to company rules. A status can be configured in Start Page > Actions menu > Admin Tools - Config Choice.
On Assignment	Indicates if the employee is currently on an assignment.
Assignment ID	Indicates the employee's assignment number, where they are currently assigned.

Contact Method

The Contact Method group displays the entered contact methods for an employee. These can be updated in the Employee Detail section.