The Employee Summary section displays an employee's basic information and a Shortcut menu used to perform quick actions.
The Summary page contains information regarding Name/Address, Branch/Agency, Status, and Contact Methods.
|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.|
|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.|
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||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.|
The Contact Method group displays the entered contact methods for an employee. These can be updated in the Employee Detail section.