Reference data
Reference data supporting employee, manager and administrator activities.
By Steve and 2 others3 authors33 articles
- Portal: Amend a cost centre for an employeeUpdate the cost centre on an employee's contract
- Portal: Language pack overviewAccess and configure the system's language pack functionality.
- Portal: Create a new User Defined FieldConfigure a new User Defined Field and apply advanced settings.
- ModSecurity checking and issuesModSecurity related errors and conflicts in PeopleXD
- System emails not being deliveredEmployees and candidates are not receiving system generated emails or they are being treated as spam.
- Create a HAR file in Google Chrome or Microsoft EdgeSaving diagnostics to a HAR file to aid issue investigation.
- Email notification 'Notification - Bank Details have been Updated.' receivedAn email titled 'Notification - bank details have been updated' is sending when an employee changes their bank details, it also advises that '...Web URL is not populated please use…
- Label not changed via the language packA label updated via the language pack is still displaying the previous value.
- Org Chart: Details that can be displayed on an employee cardDetails that can be included on the employee card in the organisational chart.
- Error - 'Invalid File Template. Please download the latest template... 'When you try to upload a new file using Data Migration Options, the system displays the error: 'Invalid File Template. Please download the latest template from the Data Migration Template…
- Portal: Set up new job title codesHow to create new job codes and descriptions.
- Data Migration tool - explained and accessAn introduction to the data migration functionality and how to enable it.
- Portal: Upload data migration filesUpload data migration files using the standard data migration templates.
- Amending contact typesConfiguring additional contact types, such as an alternative email, and enable them for employees to view or update.
- Portal: Maintaining employee addressesAddress not updating correctly in the Personal Profile or Address Maintenance screens, and the effective date doesn't reflect the latest change.
- Back Office: Create a new User Defined FieldConfigure a new User Defined Field and apply additional settings.
- Update gender identity reference dataHow to add or update gender identity reference data
- Back Office: Generating an Employee Status reportGenerating an Employee Status report through the personal profile of an employee.
- Portal: Incorrect post title, job title, or departmentJob title looks correct in the back office but is incorrect in the portal, the previous title is displayed. Incorrect appointments details shown in Insight. Employee start date does not…
- Back Office: Amend a cost centre for an employeeThe steps to amend a cost centre in CorePersonnel.
- What is the Reference Type TEXT AREA used for in User Defined ObjectsUser Defined Codes can be setup in People Management, Data Center, User Defined Objects.
- Update reference data descriptions for HESA fieldsUpdate the label of a reference data item for a HESA field
- Add Course Titles to the Membership Grade PortalIn Qualification details, there is a Grade membership field under Professional bodies. I need to add more codes in this field, how can I do this?
- Continuous Service Date not PopulatingContinuous Service End Date is not populating for certain staff in Insight. Continuous Service Date populating for some employees but not others.
- Unable to Update Cost CentreI am unable to update the department and sub department for a couple of employees. Although I've checked a couple of others and I'm unable to do so but these…
- How to edit the content of an EMS notifcation Back OfficeThe text on an EMS notification needs updating, how can this be changed.
- Setting up new User Field Reference Codes Back OfficeIs it possible to create new Reference Data for existing User Field Reference Types in Personnel, e.g. If User Field 3 as been renamed as Grade - how can new…
- Adding new job categories Back OfficeIs it possible to create new Reference items for Job Category to attach to Posts?
- Set up new job title codes in the back officeCreation of new job title codes in the back office.
- Data Migration Tool - Migrate and completed screensWhat functionality is available on the Data Migration Dashboard and Tabs within this Dashboard
- Changing the default [email protected] emailCan I change the default email address [email protected] that sends portal password reset links? Is it possible to change the email address in the from section of event notifications? Emails…
- How to enable Known As to be used as ForenameIs there a way the 'known as' name can show on the system for users whose legal name is different than their used name.
- UDF event notificationsHow can I create an event notification (EMS) for User Defined Fields? Is it possible to add the user defined objects into the HR Events notifications (e.g into the Leaver…