Difficulty Level - Advanced Impact - Organization Level

Employee File Controls lets you manage the fields that are included in electronic employee files. CLEARVIEW has automatically set some fields as mandatory based on minimum requirements to ensure that the data can be successfully exported to your payroll package, the rest can be managed through this page.

To access Employee File Controls settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Labour from the Filter drop-down list.

    2. Click on Employee File Controls from the List box in the left pane.

Your payroll package must be selected in Payroll to make optimal use of the controls on this page.

Click here to learn how to select the payroll package in Payroll.

The following information is displayed on the settings page:

  • Field Label: The name of the field as displayed in the electronic employee file (Update Employee Information).

  • System Controlled: Yes in this column indicates that the field is required by CLEARVIEW to function correctly and the Hide and Mandatory boxes are disabled.

  • Used by Payroll Package: Yes in this field indicates that the field is required for data to be exported to your payroll package.

  • Hide: A checkmark in this column indicates that the field is not included in the electronic employee file.

  • Mandatory: A checkmark in this column indicates that the field must compulsorily be filled in the electronic employee file (you won't be able to save the file if the field is left blank).

ClosedManage the Fields on the Create/Update Employee Information page

  1. Go to Employee File Control settings.

  2. Place a checkmark in the Hide column to remove the field from the electronic employee file, or remove the checkmark to include it in the electronic employee file.

  3. Place a checkmark in the Mandatory column to require that the field be compulsorily filled, or remove the checkmark to make it optional.

  4. Click on the Save Changes button.

  5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

ClosedView the Changes Made to Employee File Controls

  1. Go to Employee File Control settings.

  2. Click on the Audit button for the Field Label that you want to view changes made.

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.