The Human Resources (atrieveHR) Master Profile controls the operation of the Human Resources system as well as certain items related to the global processing of the payroll system. This Human Resources profile is a global profile where one profile will control All the payrolls on your system. Most of the fields on this global profile are predefined at the time your payrolls are created and should not be changed without consulting with SRB Support staff.
Client Name
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Enter up to 30 characters of your organization's name.
Client Short Name
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Enter a short name for your organization.
Enable Security System
For use with the Human Resources system only.
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Enter 'Y' to enable the SMS security system in the Human Resources system.
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Enter 'N' to disable the SMS security system in the Human Resources system.
School Year
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Enter the current school year
Control Product Human Resources/Payroll/Both
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Enter 'B' or 'O' if Human Resources is not active.
This field determines what product(s) allow update changes for employee's name, SIN/SSN, address, birth date, phone number, gender and marital status. -
Enter 'B' to allow both Payroll and Human Resources to update all employee records. When changes are made to an employee's static information this option will ensure all occurrences of the employee in both Payroll and Human Resources are updated with the changes, thus ensuring the employees information is consistent through the systems.
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Enter 'O' to allow the payroll department to update all occurrences of the employee's records in Payroll and Human Resources when a change is made. The Human Resources department still has access to make changes to these fields, but the changes will not be applied to any of the employee's payroll records in the Payroll system.
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Enter 'P' to allow the personnel department to update all occurrences of the employee's records in Payroll and Human Resources when a change is made. The payroll department still has access to make changes to these fields, but the changes will not be applied to any of the employee's payroll records in the Human Resources system.
NOTE: The payroll system will always maintain consistency for the employee's information. This option only controls activity between the Payroll and Human Resources systems.
Next Available Human Resources Employee Number
This is an information field only that indicates the next employee number to be used by the automatic numbering system. This field cannot be accessed.
Use atrieveHR System
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Enter 'N' if you are not actively using the Human Resources system.
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Enter 'Y' if you are actively using Human Resources. When Human Resources is active, employees entered the payroll system will also be added into Human Resources. This field must be set prior to running the Interlink File Creation, as that option also will generate records in Human Resources.
Canadian or USA
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Enter a 'C' if your organization is in Canada.
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Enter a 'U' if your organization is in the US.
Dummy Birth Date
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Enter a valid date to use as a Dummy Birth Date. This date can be used when adding an employee and the actual birth date is unknown. Assigning a common Dummy Birth Date to employees when the actual date is unknown allows you to run a report extracting only those employees with the dummy birth date. The Invalid SIN/Birth Date Report can be used to report all employees' current using the Dummy Birth Date.
For Canadian payrolls, employees with the Dummy Birth Date will be omitted from the age checking for CPP activity.
Automatic Employee Numbering
For use when the atrieveHR system is active only.
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Enter 'N' to manually define the employee numbers.
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Enter 'Y' for automatic incrementing for generation of the employee number.
Dummy SIN Number
Enter a dummy SIN/SSN to be used as a temporary number if an employee does not have or has not provided their SIN/SSN. We recommend using 11111118 or 999999998 as the dummy SIN as this SIN will never be issued. This is the only SIN/SSN that can be attached to more than one employee. Using one default SIN/SSN for all unknown SIN/SSN allows you to print the Invalid SIN / Birth Date report to get a listing of all employees for which you do not have a valid SIN/SSN. This is a mandatory field.
Default Print Queue
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Enter the default print queue.
Default Batch Queue
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Enter the default batch queue.
District Number
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Enter your District Number. 3 characters have been provided for this field. If your district number is less than 3 characters enter zeros on the front of the number to bring the size up to three characters.
Use Payroll/Human Resources Employee Number
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This field is no longer applicable to the OPS system.
Live or Test Human Resources Account
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Enter 'L' to indicate that this Human Resources account is a live account.
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Enter 'T' to indicate that this is a test Human Resources account.
Human Resources accounts designated as live can only access payroll accounts also marked as live. Human Resources accounts marked as test can only access payrolls marked as test.
Client Email Domain
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Enter an @ followed by your client domain name. This field would only be used when your employee's email address predominantly uses a company domain. The employee's email address would be entered only up to and not including the @. When the employee's email address does not include an @ the system will automatically attach this domain to the end of the email address, forming a complete email address.
Allow Mixed Case Employee Names
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Enter 'N' when the employee names should be entered in all upper case characters.
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Enter 'Y' when the employee names should be entered in upper and lower case characters. The use of the mixed case employee names is only available for use in a limited number of areas of the HR system and the HR and payroll report writers.