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Infinite Visions Enterprise Edition (IVEE)Human ResourcesStudent GuideCOURSE PREREQUISITES NoneCOURSE OVERVIEWThis course focuses on the Security, Configuration, and Functionality of the Human Resources module.Access to items within the HR module are based on the user and their user role.Notes LegendNOTETIPBEST PRACTICEWARNING
Copyright 2018Tyler Technologies, Inc.Revised: August 2018This document applies to Infinite Visions Enterprise Edition Human Resource version 2018.3 software. Thedata used to illustrate the reports and windows may include names of individuals, companies, brands, andproducts. All these names are fictitious; any similarities to actual names are entirely coincidental. Further,any illustrations of report formats or window images are examples only and reflect how a typical customerwould install and use the product.
Infinite Visions Enterprise Edition is a registered trademark of Tyler Technologies, Inc.
Table of ContentsOVERVIEW AND SECURITY . 11Watch the Human Resources Overview Video . 11SECURITY IN ADMINISTRATION MODULE . 11SECURITY IN ACCOUNTING MODULE . 12Payroll User Roles . 12User Security. 12Change Log . 13HR AND PAYROLL FUNCTIONS . 14Shared by Payroll and Human Resources . 14Payroll Only. 15Human Resources Only. 16SECTION ASSESSMENT . 19CONFIGURATION . 21EDUCATION/CREDENTIALS . 21Certificates . 21Add Certificates . 21Endorsements . 21Activity (Required) . 22Add Endorsements . 22Languages . 22Activity . 22Add Language Codes. 22Schools . 23Activity (Required) . 23Add School Codes . 23Degrees . 23Activity (Required) . 23Add Degree Codes . 23Majors . 24Activity (Required) . 24HUMAN RESOURCESTABLE OF CONTENTSiii
Add Majors . 24Minors. 24Activity (Required) . 25Add Minor Codes . 25Miscellaneous Tracking . 25Activity (Required) . 25Add Miscellaneous Tracking Items . 25Education Credit Types . 26Activities (Required). 26Edit Education Credit Types . 26Add Education Credit Types. 26DEPARTMENT MAINTENANCE . 27Activity (Required) . 27Add Departments . 27EMPLOYEE CATEGORIES . 27Activity (Required) . 28Add Employee Category . 28RACE / ETHNICITY CODES. 28Activity (Required) . 28Add Race / Ethnicity Codes . 28JOB TITLES . 29Activity (Required) . 29Add Job Titles. 29LEAVE BANK PLANS . 30Activity (Required) . 30Add Leave Bank Plans . 30STATUS CODES . 30Activity (Required) . 31Add Status Codes . 31TERMINATION CODES. 31Activity (Required) . 31Add Termination Codes . 31HR DOCUMENT TYPES . 31Activity (Required) . 32HUMAN RESOURCESTABLE OF CONTENTSiv
Add HR Document Types . 32SUPERVISORS . 32Activity (Required) . 33Add Supervisors . 33EMPLOYEE CONTACT TYPES . 33Activity (Required) . 33Add Employee Contact Types . 33EMPLOYEE SUB CONTACT TYPES . 34Activity (Required) . 34Add Employee Sub Contact Types . 34COBRA CONTACT EVENT TYPES . 35GROUPS . 35Activity (Required) . 35Add Employee Groups . 35BARGAINING UNITS . 36Activity (Required) . 36Add Bargaining Units . 36UNION CODES . 36Activity (Required) . 36Add Union Codes . 36REPORTS TO REVIEW . 37Compensation Statement Categories . 37Compensation Statement Setup. 37Compensation Statement . 37Employee Category/Status . 37SECTION ASSESSMENT . 38DEDUCTIONS AND BENEFITS. 39DEDUCTION CATEGORIES . 39Activity (Required) . 39Add Deduction Categories . 39DEDUCTION/BENEFITS MAINTENANCE . 39Activity (Required) . 44Add Deductions . 44SECTION ASSESSMENT . 47HUMAN RESOURCESTABLE OF CONTENTSv
APPLICANT TRACKING . 49JOB POSTING MAINTENANCE . 49Activity (Required) . 49Add Job Posting . 49REFERRAL SOURCES .
Positions and Pay window, be sure to assign a Payroll User Role. Certain fields in Employee Maintenance and Employee Positions and Pay are required. If people need to be able to add records, do
