Purpose

The purpose of this task is to Reserve an Empl ID.

Helpful Hints

• By reserving an Empl ID, an agency which submits transactions using the Automated Interface process will be able to submit transactions in one step.

Reserving an Empl ID

Navigation Path

Workforce Administration > Personal Information > Add a Person

Steps

1. Click Add Person button.
   
   Biographical Details page
2. Enter the Effective Date. The effective date cannot be future dated.
3. Click the Add Name button.
4. Enter the First and Last Name fields. Enter Middle Name if desired.
5. Select OK.
   
   Biographic Information
6. Enter Date of Birth. Other fields within this section are not used for Payroll purposes but can be captured for agency use.
   
   Biographical History
7. Enter Effective Date – Use same date as on Biographical Details. Other fields within this section are not used for Payroll purposes but can be captured for agency use.
   
   National ID
8. Enter the employee’s National ID. This field is required when Reserving an Empl ID.
9. Click Contact Information tab.
10. Click the Add Address Detail link.
11. Enter the Effective Date. The date must equal the Name effective date.
12. Click the Add Address Detail link.
13. Enter the street address in the Address 1 and Address 2 fields as appropriate.
14. Enter the City.
15. Enter the State.
16. Enter the zip/Postal code.
17. Enter the County in which the employee resides.
18. Click the OK button.
19. Review the information entered. Click the OK button.
20. The fields in the Phone Information area, Email Addresses and the Instant Messages ID’s areas are optional.
    
    Organizational Relationships tab
21. Click the Organizational Relationships tab.
22. Click Reserve Empl ID.
23. Click Add Relationship.
24. Note Person ID/Empl ID has been assigned.
    
    Security Data
25. Enter Department ID where employee will be working.
26. Click OK.
    NOTE: In order to hire an Employee who has a Reserved Empl ID, the Add Employment Instance screen must be used. See Adding an Employment Instance (Concurrent Job).

Result

Person ID has been created.