This page (revision-33) was last changed on 26-Nov-2021 10:22 by Meg McFarland

This page was created on 26-Nov-2021 10:22 by JMyers

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Page References

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IEID
IEID

Version management

Difference between version and

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[{TableOfContents }]
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The Maintain Identity Information (IEID) form holds an employee's non date-sensitive information that is used to uniquely identify them in the organization and to the government (i.e. gender, birth date, legal name and identification).
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[{TableOfContents }]
The Maintain Identity Information (IEID) form holds an employee's non date-sensitive information that is used to uniquely identify them in the organization and to the government (i.e. gender, birth date, legal name and identification).\\
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!!‘Define Identity Information’ Usage and Examples
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\\ \\
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!!Identity tab
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This field holds the name for the file containing the employee's picture. This file can only be provided in JPG/JPEG, GIF or PNG formats. The file must be located in the directory identified in the preference setting (in the [IMST] screen) for [EMP IMAGE FLDR|EMP IMAGE FLDR(System_Preference)]. This directory, if specified by directory (i.e. C:\Pictures) is based upon the application server. This directory may also be specified by universal network connection (UNC) descriptor (i.e. ProdServer\Pictures) as long as the application server process has access to this folder. If there is no photo file provided, or the file name is invalid, then the file DEFAULT.JPG, in this same directory will be used. This field will default as ‘default.bmp’
This field holds the name for the file containing the employee's picture. This file can only be provided in JPG/JPEG, GIF or PNG formats. The file must be located in the directory identified in the preference setting (in the IMST screen) for EMP IMAGE FLDR. This directory, if specified by directory (i.e. C:\Pictures) is based upon the application server. This directory may also be specified by universal network connection (UNC) descriptor (i.e. ProdServer\Pictures) as long as the application server process has access to this folder. If there is no photo file provided, or the file name is invalid, then the file DEFAULT.JPG, in this same directory will be used. Photo_Location is a 50-character alphanumeric optional field. This field will default as ‘default.bmp’
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;[Person Code|PERSON_CODE]:This field holds the unique code or number assigned to an employee by the organization, such as employee number, personal ID number, badge number. This code can be auto-generated by the system when an employee is added, and it can be changed with no loss of information or integrity. Person_Code is assigned on the IEHR form.
;[Person Code|PERSON_CODE]:This field holds the unique code or number assigned to this employee by the organization (i.e. employee number, personal ID number, badge number). This code may be auto-generated by the system when the employee is added, in addition, it may be changed with no loss of information or integrity. Person_Code is a 16-character alphanumeric mandatory field assigned on the IEHR form.
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;[Gov’t Code Origin|GOVT_CODE_ORIGIN]:This field defines the country associated with the government code provided. Setting this variable to USA or Canada will result in the government code being formatted accordingly (999-99-9999 for the USA and 999-999-999 for Canada)
;[Gov’t Code Origin|GOVT_CODE_ORIGIN]:This field indicates the country associated with the government code provided. Setting this variable to USA or Canada will result in the government code being formatted accordingly (999-99-9999 for the USA and 999-999-999 for Canada)
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;[SSN|GOVERNMENT_CODE]: For USA installations: This field displays the employee’s Social Security Number (SSN). For Canadian installations: This field displays the employee’s Social Insurance Number (SIN).
;[SSN|GOVERNMENT_CODE]: U.S.A.: This field displays the employee’s Social Security Number (SSN). Canada: This field displays the employee’s Social Insurance Number (SIN). Government_Code is a 16-character alphanumeric mandatory.
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;[Gov’t Code Verified|GOVT_CODE_VERIFIED]:If this toggle is ON, the government code has been verified. If this toggle is OFF, the government code has not been verified.
;[Gov’t Code Verified|GOVT_CODE_VERIFIED]:If this toggle is ON, the government code has been verified. If this toggle is OFF, the government code has not been verified. Govt_Code_Verified is an optional toggle field you may manually fill
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;[Salutation|SALUTATION]:This field defines the usual forms of address, such as Ms, Mr., Dr, etc.
;[Salutation|SALUTATION]:This field uses the usual forms of address (i.e. Ms, Mr., Dr, etc.). Salutation is an optional fixed lexicon (X_SALUTATION) that you may use to look up the value.
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;[First Name|FIRST_NAME]:This field displays the first name legally used by the employee.
;[First Name|FIRST_NAME]:This field displays the first name legally used by the employee. First_Name is a 50-character alphanumeric mandatory.
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;[Middle Name|MIDDLE_NAME]:This is the employee's middle name or initial(s).
;[Middle Name|MIDDLE_NAME]:This is the employee's middle name or initial(s). Middle_Name is a 50-character alphanumeric optional field.
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;[Last Name|LAST_NAME]:This is the legal surname of the employee, as documented on their SSN/SIN card.
;[Last Name|LAST_NAME]:This is the legal surname of the employee, as specified on their SSN/SIN card. Last_Name is a 50-character alphanumeric mandatory.
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;[Rank|RANK]:This field shows any name extension, such as Jr., Sr., III etc. the employee may have.
;[Rank|RANK]:This field shows any name extension (i.e. Jr., Sr., III etc.) the employee may have. Rank is an optional fixed lexicon (X_RANK) that you may use to look up the value.
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;[Drivers License|DRIVERS_LICENSE]:This field displayed the employee’s driver’s license number.
;[Drivers License|DRIVERS_LICENSE]:This field holds the employee’s driver’s license number. Drivers_License is a 30-character alphanumeric optional field.
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;[Date of Birth|BIRTH_DATE]:This is the date of birth of the employee (used for tax and benefit purposes).
;[Date of Birth|BIRTH_DATE]:This is the date of birth of the employee (used for tax and benefit purposes). Birth_Date is a mandatory date you must manually enter or use the calendar (F9) for any date changes that may occur.
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;[Age]:This field shows the age of the employee in years. Age is calculated by the system and cannot be updated.
;[Age|]:This field shows the age of the employee in years. Age is calculated by by the system and cannot be updated.
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;[Birthplace|BIRTHPLACE]:This field indicates the employee's place or country of birth.
;[Birthplace|BIRTHPLACE]:This field indicates the employee's place or country of birth. Birthplace is a 50-character alphanumeric optional field.
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;[Gender|GENDER]:This field indicates whether the employee is male or female. The value is entered on the IEHR form, but can be changed.
;[Gender|GENDER]:This field indicates whether the employee is male or female. Gender is a mandatory field. The value is entered on the IEHR form, but may be changed.
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;[Original Ethnicity|ETHNIC]:This field displays the employee’s original ethnicity.
;[Ethnicity|]
This field displays the employee’s ethnicity.
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;[CDN Ethnicity|CDN_ETHNICITY]: This field displays the employee's Canadian Ethnicity, as defined in a lexicon list.
!!IEID - SELF SERVICE ACCESS
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;[US Race|US_RACE]: This field displays whether an employee is Hispanic/Latino or Not Hispanic/Latino.
;[User Profile|]:This is a user name that the employee is assigned, for access to Self Service modules.
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;[US Ethnicity|US_ETHNIC]: This field displays the employee's US Ethnicity, as defined in a lexicon list.
;[Person Code|] / [First Name|] /[Last Name|]:
These fields identify the employee by their employee number and name.
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;[Current Email|]:The employee’s email address will be displayed in this field.
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;[PIN Changed By|PIN_NUMBER]:This field displays the employee or user who changed the PIN. PIN_Number_Changed_By is system updated.
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\\
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!!Self Service Access tab
;[PIN Changed On|PIN_NUMBER_CHANGED_DATE]:This date is the last time the employee changed their PIN. PIN_Number_Changed_Date is system updated.
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;[Initialize Access to Self Service]: A Self Service Accessor record can be set up by clicking on this button. \\
;[Access Key|]:This field provides an alternative method for logging into Self Service if the system is so configured. The value in this field will be the key value (AKA user name) used in the login screen instead of the person code and last name.
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%%information NOTE: It is imperative that before the accessor record is defined, the employee MUST be set up with an email address on their work assignment record (IEAS). If no email address is defined on the IEAS form, the system sends the Access Key to the personal email address defined on the IEPI form. If no email is defined, the Access Key remains unset.%%\\ \\
If the employee’s access record is manually created through the IEID form, the employee will NOT automatically receive their password. Instead, once the employee’s password information is generated, the information must be manually emailed to the employee.\\ \\
;[Access Start|] / [End Date|]:These dates indicate the time frame for which the employee has access.
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If LDAP is ON, when the Initialize Accessor for Self Service is clicked, the password will not be set nor will an email be sent to the employee.
;[Last Good Access|]:The date the employee last successfully logged in.
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;[User Profile|USER_NAME]:Displays the user profile, such as EE_SS, that is assigned to the employee(s).
;[Current Email|DRV_EMAIL_ADDRESS]:The employee’s email address is displayed in this field.
;[Access Key|ACCESSOR_KEY]:This field provides an alternative method for logging into Self Service if the system, if configured. The value in this field will be the key value, such as a user name, used to login instead of a person code and last name.
;[Domain]:
;[Access Start|ACCESS_START_DATE] / [End Date|ACCESS_END_DATE]:These dates define the time frame the employee has access to Self Service.
;[Force Password Change on Next Login|FORCE_PASSWORD_CHANGE]:If this toggle is set to ON, the employee must change their password the next time they login.
;[Last Good Access|LAST_GOOD_ACCESS]:The date the employee last successfully logged in.
;[Logins To Date|LOGINS_TO_DATE]:This field displays the number of logins the employee has made.
;[Set/Reset Password|ACT_RESET_PASSWORD]:This button allows users to reset an employee’s password.
;[Clear Password]:
;[Reactivate|ACT_SET_ACTIVE]:If an employee has lost access to the system, this button allows users to reactivate their account.
;[Access Status|ACCESS_STATUS]:This field indicates if the employee has access to the system.
;[Failed Attempts|FAILED_ATTEMPTS]:Displays the number of failed login attempts the employee has made.
;[Password Has Been Set|DRV_PASSWORD_SET]:If this toggle is checked, the password has been set.
;[Logins To Date|]:This field indicates the number of logins the employee has made.
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\\
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!!Logs tab
;[Force Password Change on Next Login|]:If this toggle is on, the employee must change their password when they next log on.
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This tab is used by the UEMAIL function and tracks all the emails and any attachments sent to an employee using this facility. It can also be used by organizations to manually enter items they want to track/log with or without attachments.
;[Set/Reset Password|]:This button allows you to reset an employer’s password.
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;[Date/Time|CREATE_DATE]:This is the date/time that this record was created, either from an email that was sent using the UEMAIL function or from a record that was manually entered by the user.
;[Reactive|]:If the employee has lost access to the system, this button allows you to reactivate their account.
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;[Log Type|LOG_TYPE]:This field identifies how this Log record was created.
;[Access Status|]:This field indicates if the employee has access to the system.
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;[Log Category|LOG_CATEGORY]: This is a user-defined field that uniquely identifies the category the log record belongs to. This field is for information purposes only and has no functionality behind it. There is only one supplied option (Not Specified) to select from, however, users can create new lexicon values if required.
;[Entered For]:
;[Description]:The description of the record being added. If this is a record from the UEMAIL, this field will be the from the ‘Subject’ line of the email or was manually keyed by the user.
;[Failed Attempts|]:The number of failed login attempts the employee has made is recorded here.
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__Attachments Section__\\
;[Create Date]:
;Attachment: This field holds the name of the file that is attached to the log record.
;[Description]: This text field describes the attachment file.
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![Notes|Edit:Internal.IEID]
[{InsertPage page='Internal.IEID' default='Click to create a new notes page'}]
;[Password Has Been Set|]:If this toggle is checked, the password has been set.
This page (revision-33) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop