HR Manager Employee Records

The HR Manager employee record includes personal and work-related data. HR Manager security rights restrict viewing and editing this information.

When you add a user to your Edge Cloud Operator editor, that user is automatically added to your HR Manager. If you are in the HR Manager, you can click Add Employee from the HR Manager ribbon bar to open the Edge Cloud Operator editor. From there, you can create a new operator/HR Manager employee and edit the Operator record. See "Operator Editor" for details.

With your HR Manager open, select the employee you want to work with at the left of the window. The photo of the employee appears at the top. If not all your records appear in the list, you can enable the Show Inactive option at the bottom of the window to see them.

You can show / hide many types of information in the HR Manager employee record. To an open and close information panels, click an icon in the Panels section of the Employee Information ribbon bar. The icons for open panels are highlighted: The icons for closed panels appear dim. If you have too many panels to fit in the window, you can use a scroll bar to see more. When you exit the HR Manager, Edge Cloud remembers the panels you were viewing, and opens those same panels the next time you access the HR Manager.

Personal - Use the Personal information panel of the HR Manager employee record to store the employee name, address, phone number, and more. All operators with at least "read only" HR Manager security access can view this area of the employee record. However, the social security number is only visible when you edit the personal information panel, to prevent unauthorized persons from accessing sensitive information. See "HR Manager Employee Personal Information" for details.

Emergency - Use the Emergency panel of the employee record to list phone numbers and other emergency contact information for this employee. Your HR Manager security settings determine who can view and edit this area of an employee record. See "HR Manager Employee Emergency Contacts" for details.

Family - Use the Family panel of the employee record to list family members as well as an alternate phone number. Your HR Manager security settings determine who can view and edit this area of an employee record. See "HR Manager Employee Family Information" for details.

Office - Use the Office panel of the HR Manager employee record to record data about this person's employment, including the employee ID, employment status, and title. Your HR Manager security settings determine who can view and edit this area of an employee record. See "HR Manager Employee Office Information" for details.

Checklists - Open the employee's HR Manager Checklist panel to view and track your employees' progress as they complete the steps required for hiring, orientation, evaluations, termination, and more. All operators with at least "read only" HR Manager security access can view this area of the employee record. See "HR Manager Employee Checklists" for details.

Notepad - Use the notepad to type free-form notes. You can categorize your notes, then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge Cloud dictionary, as well as your personal and shared dictionaries, to auto-complete your text. Only operators with full HR Manager security access can view this area of the employee record. See "HR Manager Employee Notepad" for details.

Correspondence - The Correspondence History keeps a record of mail merge documents, email messages, and other correspondence you send to your patients, responsible parties, office contacts, professionals, insurance companies, and employees. Documents and forms, including payment receipts and insurance forms, that you generate from Edge Cloud are added to the appropriate correspondence history automatically. In addition, you can drag and scan additional items into correspondence histories as needed. Only operators with full HR Manager security access can view this area of the employee record. See "HR Manager Employee Correspondence History" for details.

Compensation - The Compensation panel of your HR Manager employee records contains data about the employee’s current and past pay rates. The dollar amounts can be seen only when you open the compensation area for editing. This prevents unauthorized persons from seeing this sensitive information by looking over your shoulder. Your HR Manager security settings determine who can view and edit this area of an employee record. See "HR Manager Employee Compensation" for details.

Compensation History - The Compensation History displays details about the employee's current and past pay rate. Your HR Manager security settings determine who can view and edit this area of an employee record. See "HR Manager Compensation History" for details.

You can display the active panels in either normal or expanded view. When in normal view, all open panels are distributed equally within the window. When in expanded view, a single panel is maximized, and all other panels are listed as buttons or tabs. To toggle from normal to expanded view, click the box at the upper-right corner of the panel you want to maximize, or double-click the panel header. To return to normal view, click the box, or double-click the panel header again.

While in Normal view, you can click the heading bar of any information panel and drag it to a new location in the window. Other open panels adjust automatically. While in Expanded view, the expanded panel is maximized, and other open panels are condensed at the location (i.e. right, left, top) set in your Visual User Options.