Employee Name

CRM Business Partner

The employee’s first and last name. You see No Employee Selected until you select an employee from the employee list.

Phone Number(s)

CRM Business Partner

Displayed for reference.

Fax Number(s)

CRM Business Partner

Displayed for reference.

Pager Number(s)

CRM Business Partner

Displayed for reference.

Default Settings Group

Entered by Manager

A required field that defines pay class, work rule and break rule defaults for the employee. You see the Default Settings Group default (defined during configuration processing) when you first enter the Profile page for an employee.

Employee Type

Inherited from Default Setting Group

Displays the employee’s employment classification based on the Default Settings Group and is typically Full Time, Part Time or Temporary.

Pay Type

Inherited from Default Setting Group

Displays the employee’s pay type (how an employee’s pay is categorized) based on the Default Settings Group and is typically either Hourly or Salaried. IC WFM uses the pay type information to determine the least cost schedule.

Employee ID #

CRM Business Partner

The employee’s unique internal employee or payroll number.

Pay Class

Entered by Manager

Defaulted to the value based on the Default Settings Group to regulate planned cost estimation for such things as overtime pay, holiday pay and premiums for working Sundays. When necessary, you can change this value from the default. IC WFM uses the pay class information to determine the least cost schedule.

Tax ID #

CRM Business Partner

The employee’s unique identification number.

Hire Date

Entered by Manager

The Hire Date must be earlier than or equal to the Start Date. The default is the starting date of the current schedule week (displayed in the As of field). This field is required. An employee is not scheduled prior to his or her Hire Date.

Start Date

Entered by Manager

The Start Date must be earlier than the Termination Date. The Start Date can equal the Hire Date. An employee is not scheduled prior to his or her Start Date.

Sequence Number

Entered by Manager

Six character numeric field optionally used to group and reorder employees for reporting purposes.

Date of Birth

CRM Business Partner

The employee’s date of birth.

Termination Date

Entered by Manager

Left blank until needed to indicate that an employee has been terminated and is no longer available for scheduling as of this date. The first full week after the termination date, all shifts for the employee are removed, the employee becomes unavailable and is no longer displayed for scheduling in future weeks.