Please refer to standard tools to familiarise yourself with the form.
How to search for a personnel record:
To search for a record, begin by selecting the schedule the employee belongs to and click 'Go'. This will list all personnel in that particular schedule.
To further narrow the search, under the column headers (Ref, Title, Forename etc...)
are blank filter boxes. Type your search criteria under the desired column and the results will show automatically.
How to add a new record:
To add a new personnel record onto the system, use either the 'New Record' button or Right-click on an existing record and choose the 'New Record' menu item.
The following screen will be displayed:
Enter all the details from the initial screen and then go through each tab to enter the other required details.
Personnel records contain many fields, (and you can add new fields) of which some are for information purposes only or may be required for your own internal purposes. However some fields and groups of fields are essential for the efficient operation of 'eZworkforce'.
The table below can be used as a guide to which fields must be completed and when.
| Field/Group | Details | Required |
| Personnel Ref | Automatically Generated. | Auto Generated |
| Active/Scheduled | Both must be ticked for Scheduling to operate properly (Un tick when personnels leave) | Vital |
| Name Fields | All are required. The short name is used for scheduling, reports and more. A person named John Smith should have a short name of Smith (J). | Vital |
| Main Tab | All Address fields are required If running Travel and Subsistence schemes or other modules that require mapping or routes, then the Routing Postcode is used. If the individual lives in an area for which the mapping system does not have a matching record, a nearby recognizable post code can be used. |
Vital |
| Personal Tab | DOB is the most important field, especially in pay schemes that calculate or use the National Minimum Wage scale rates (which are age based). | Yes |
| Employment Tab | Most important is the Start Date. To Add/Change the photo for the selected record, there is an image on the right of this tab, this may be right-clicked and you can then load the image file from your file system. | Yes |
| Work Tab | The Pay Group, Pay Method, Frequency, NI Number and NI Category are required if eZworkforce is being used to process pay. | As Details |
| Availability Tab | Required only for pay processing and scheduling | As Details |
| Vetting Tab | Optional | |
| Notes Tab | Optional | |
| Misc/Reporting Tab | Company Ref is Vital as are Area and Regions. | Some Vital |
Once all details have been entered click "Save".
How to edit an existing record:
To edit a record simply load up in the table and either double-click on record or by using the right-mouse menu and choosing the 'Edit Record' option.
Please remember to click 'Save' when you have finished and to click 'Close' to exit the form.