Manual - BGI Support
Contents
1. En EM Print Previous Next Delete Add Modify The Info page is for entering general information for the employee Be sure not to overlook the additional tabs Important Dates Automobile and Evaluation Field Button Description Print Click to open the Print window Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Click to delete the employee s record Add TB Record Click to add an employee Modify Button Click to modify the record Emergency ct Emergency lal Employee Find Info Emergency ins salary Evaluation Comp Overtime Sick Vacation Personal Tardy Educ Emergency Contact Previous Next Delete Emergency Contact Add Emergency Contact Modify To enter emergency contacts for the employee click the Add Emergency Contact button Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Emergency Contact Right Click to delete the row from the grid Add Emergency Contact Click to add a row to the grid Modify Button Click to modify the record Insurance c Insurance Employee Find Info Emergency Salary Comp Overtime Sick Vacation Personal Tardy Memo Date Code Carrier Type Coverage Cost Emp Previous Next Delete Insurance Add Insurance Modify To enter insu2. 2005 2004 2003 2002 2001 2000 1999 1998 Make Checks Payable to Close The General Profile enables you to enter the basic information for your health department 27 Ci Personnel Profile Personnel Profile Sick Leave FT Vacation P T Sick Leave PT Years of Service Years of Service continued Seniority Annivarsary Calendar Accrued Hours 120 Hours per pay 4 6000000 240 Hours per pay 6 2000000 99 0 Hours 7 7000000 Hours 0 0000000 Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Enter the intervals that determine vacation and sick leave for full and part time personnel as well as other needed parameters 28 Personnel Profile Optional Union 3 Personnel Profile Optional Union Sick Leavet FT Vacation P T Sick Leave PT Years of Service Years of Service continued Seniority Annivarsary Calendar Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Hours per pay Enter the intervals that determine vacation and sick leave for full and part time personnel as well as other needed parameters Optional for Union workers 29 Post Vacation Sick Leave Post Vacation Sick Leave ALL VACATION SICK LEAVE WILL POSTED FOR THE DATES OF THE PAY PERIOD INDIC
3. 80010 CLERICALSPECIALISTI EH 600 600 cLERICALSPECILISTI HCN 1600 80 0012 CLERICALSPECIALISTII HCN fY Js 800013 cLERICALSPECALISTII CHS 7 900 700 j cLERICALSPECLISTI CHS M is 700 80005 CLERICALSPECIALISTII CHS 7 730 80006 cLERICALSPECIALISTII WIC LY CLERICAL SPECIALISTM WIC roo ro PND Ci erg 80j0019 7 COORDINATOR HOMEHEALTHAIDE N 600 800020 IN 900 roo 80 Y DEPUTY REGISTRAR Y 0022 DIRECTOR COMM HEALTH SERVICE if 500 500 80 0023 4 L 0 DIRECTOR HEALTH Field Button Description App Date Enter the application date Div Enter the division code Program Enter the program Grade Enter the grade Hours Enter the number of hours two weeks Number Enter the employee s cost Position Enter the position Bar Indicates employee is involved in collective bargaining Close Button Closes the table Add Button Adds a line to the list Delete Button Deletes a highlighted entry Print Button Prints the list 23 Gs Programs Add Delete Modify Programs Code 100 ADMINISTRATION 80 JENVRONMENTALHEALTH 510 Mosuo CONTROL 80 RADIOLOGICALHEALTH 539 CEIM
4. Educ Memo Evaluation Scores To enter evaluation scores for the employee click the Add Evaluation Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Evaluation Right Click to delete the row from the grid Add Evaluation Click to add a row to the grid Modify Button Click to modify the record Employee To enter comp overtime for the employee click the Overtime You may also enter a Balance Forward for the very first time you use the Personnel module Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Refresh Click to put the information in the grid in order by date Delete Overtime Right Click to delete the row from the grid Add Overtime Click to add a row to the grid Modify Button Click to modify the record Sick Sick Employee Find Info Emergency Ins Salary Comp Overtime Sick Leave CALENDAR Previous Next Refresh Delete Sick Leave Add Sick Leave Modify To enter sick leave for the employee choose the type of sick leave in the dropdown and click the Add Sick Leave button You may also enter a Balance Forward for the very first time you use the Personnel module Field Button Description Previous Click to navigate to the previou
5. Reindex Pack Personnel Data Files The maintenance menu contains a list of tables that you can modify for your program 20 ci Divisions W Add Delete Modify Divisions code 100 80 ENVRONMENTALHEALTH C e e Field Button Description Code Enter the division code Descript Enter the description Close Button Closes the table Add Button Adds a line to the list Delete Button Deletes a highlighted entry Print Button Prints the list Insurance L Add Delete Modify Insurance 11 530 16 18MCNBF 18MCNBS c f Te e Emp Cost 89L MEDICAL LIFE SINGLE 230 BLUE CROSS SINGLE 30 38 212 75 106 75 7 CIGNA FAMILY 450 87 2148711 CIGNA FAMILY 450 87 126 92 CIGNA SINGLE 182 17 56 56 MED 18MCCBS MEDICIONN smere 18217 MED MED 16MHCBF MED HMO HEALTH OHIO 361 06 125 06 916MHCBS MED HMO HEALTH OHIO SINGLE 139 57 3357 916 S16MHNBS 916 916 8 916 918 830 918 918 8 18MHCBS 18MKCBF 18MKCBS 1DBCBF2 91DBCBF3 Field Button Code Type Carrier Cover Cost Emp Cost Date Close Button Add Button Delete Button Print Button MED HMO HEALTH OHIO FAMILY 361 06 3641 13 96
6. Y Yes No Wage Enter the hourly wage PERS Contributes to PERS Close Button Closes the table Add Button Adds a line to the list Delete Button Deletes a highlighted entry Print Button Prints the list Cis Field Names Data Base Field Names for Employee Name IDataBaseFieldName 4 ADJUSTED START ANNIVERSARY ANNIV AUTO INS EXPIRES EMPAUTO EXP BARG EMP BARG CELLPHONE PHONE Jem DOB EMP DOB DEGREE EMP DEGREE DIV DESCRIPTION JEMPDIV DESC DvsiON JeMPDV lil DRIVER S LIC EMP DRIV LIC DRIVERS LICKFEXPIRES EMPDRIV EXP EVALUATION FORM JEMPEV FORM FIRST EMP FIRST FULL PART SEASOMAL RD DRVE HOURLY WAGE HRS WAGE HOURS SCHEDULED EMP HOURS D LC ID EMP LC ID LAST NAME EMP LAST EMP MIDDLE PERS PERS 4 Field names are available for programmers or for Browse List Export functions 26 As General Profile General Profile General Management Environmental Community amp Public Health Services Vital Health Department Division Address Address 1 7 Phone 5 FederalTaxID 7 Commissioner Location CaHDISIDATA 2007 2006
7. 32 W Add Delete Modify Table Name E LJALLOTHERS S AMERICAN INDIAN OR ALASKAN ASIAN OR PACIFIC ISLANDER Delete BLACK OR AFRICAN AMERICAN Prnt LJHISPANIC Field Button Description Name Enter the race Close Button Closes the table Add Button Adds a line to the list Delete Button Deletes a highlighted entry Print Button Prints the list Reindex Pack Personnel Data Files k Maintenace Reindex Pack Personnel Data Files This procedure will rebuild indexes If you have the Network Version please have all users exit HDIS This function is only needed should your data be corrupt due to a power failure Please contact CHC Software if you have any questions or concerns 34 Software Inc Health District Information Systems helpdesk hdis org
8. ATED BELOW First Day of Pay Period if Last Day of Pay Period if POST LEAVE Cancel This feature allows you to post accrued vacation and sick leave per pay period This will post to all active employees If there are any employees who are inactive you must change their status in their record 30 Vacation Sick Comp Time Used ix Vacation Sick Comp Time Used ID amp Employee O 1st Day of Pay Period if Vacation Date of Week fee Toco 7 0 0 0 0 0 ee 0000000 Q oOmooo 5900 Sick Date Dayot Week Time Reason 7 f pe ps Comp Time Date payorWeek Comment 4418 dime This feature allows you to easily enter any vacation sick or comp time the employee has used during the pay period 31 Print Setup Print Setup Printer Name Auto HP LaserJet 4050 Series PCLB on Status Ready Type HP LaserJet 4050 Series PCLE Where OPTIPLEX 745 HPLaserJ Comment rientation Size Letter Portrait Source Automatically Select 7 Network Landscape print setup allows you to choose from what printer you would like to print Select the printer in the name dropdown and click OK
9. MED KAISERHMO FAMILY 390 96 154 96 MED KAISERHMO SINGLE 14118 3518 MED KAISERHMO FAMILY 39096 66 011 MED KAISERHMO SINGLE 14118 1557 MEDIBLUECROSS SINGLE30 38 21275 8675 MED cIoNa 45047 16487 MED CIONA SINGLE 1847 461707 MED HMO HEALTHOHIO FAMILY 36108 750 MED HMO HEALTH OHIO SINGLE 1398 1357 7 MED KAISER HMO 104 98 MED KAISERHMO SINOLE 1448 151807 DEN BLUE CROSS rAMLY2 25848 000 BLUE CROSS 36 97 Description Enter the insurance code Enter the type of insurance Enter the insurance carrier Enter the insurance coverage Enter the cost of the insurance Enter the employee s cost Enter the date Closes the table Adds a line to the list Deletes a highlighted entry Prints the list Date 22 Cis Positions W Add Delete Modify Positions App_date Prog Grade Hours Number Position no power serem 100 80 0002 ADMINISTRATIVE SECRETARY L roo ri2 80003 AIDS COUNSELOR 540 80 0004 PUBLIC HEALTH SANITARIANI 1600 640 80008 AIR POLLUTION CONTROL 1 L roo roo 80006 HEALTHEDUCATOR frr 500 80007 7 CLERICALSPECALIST EH 500 500 80008 frr 500 00098 CLERICALSPECALISTI EH r 1600 500
10. ONITORPROGRAM 540 ARPOLLUTION i 800 HOMEHEALTHCARE 89 HOMEHEALTHNDE 520 HOME CARE NURSING 847 AROUNDTHECLOCK 100 COMMUNITYHEALTHSER 74 COMMUNICABLE DISEASE 11 FLUPROORAM i O 73 TUBERCULOSIS PROGRAM 74 CHILD IMMUNIZATIONS 1171 ADULT IMMUNIZATIONS 710 HEALTHPROMOTON 111 2 MDSGRANT 48 HEMOSIDEROSIS CHILD PASSENGER SEAT TRAFFIC SAFETY EARLY INTERVENTION Field Button Description Code Enter the code Program Enter the program Close Button Closes the table Add Button Adds line to the list Delete Button Deletes a highlighted entry Print Button Prints the list Wages Add Delete Modify Wages code Union PERS al 95488012 1 N 675 97 0100 att gzcet0200 100 97 810400 Y 13 j97CB10503 Y 139 150 97NBSO11 59 97NBS012 N 8 97 66022 800 0 00 v 16174 98 10800 Y 123 asceroooo 9218 99CB10100 984 8 199810101 Y 100258 89CB10200 10 8818 jgecet0300 14468 99 810400 Y 15105 J99CB10401 Y 15608 99 10500 Y 15265 99CB10701 Y 21 81 5 4 b Field Button Description Code Enter the wage code Union
11. Personnel User s Manual Personnel Health District Information System HDIS Windows Ver 4 0 Copyright 1998 by CHC Software Inc Rights Reserved CHC Software Inc Health District Information Systems helpdesk hdis org Table of Contents Introduction ME NL 1 About This nnns 1 Naviga ON RS RE T 2 Finding an Employee eeee ecce 4 urere m 6 ERE T DT E TENDIT 7 Sal Al UU 8 EVALUATION cs cias zo 9 COND m 10 11 VACATION 12 POLSON POE RON E EI 13 Dl 14 Educallon os eoo 15 16 Print Button 17 REPONS noo cie ir uenit 18 Maintenance Add Delete Modify Tables 20 Introduction This program is designed to assist you in organizing a systematic approach to entering your personnel and provides accurate up to date records within your health department Please review the manual carefully to obtain the maximum benefits Little or no prior computer experience is necessary to operate this program About This Manual The Personnel M
12. ed the number of hours and the available balance List by employee the date sick time was taken the reason it was taken was it excused the amount of time taken and the available balance List by employee the date of the vacation time if it is accrued or used any pertinent comments amount of time and the available balance Creates labels that may be affixed to evaluation forms List by employee of their insurance coverage Alphabetical list by employee including occupation information Alphabetical list by employee with demographics List by employee with all phone numbers List by employee with position and description Lists of the date the employee s professional license expires Provides salary history by employee List by employee with their start date List by employee who have recorded tardy instances List by employee detailed with balance of vacation time sick leave comp time and personal time List by employee summary with balance of vacation time sick leave comp time and personal time 19 Maintenance Add Delete Modify Tables Maintenance 2 Personnel Health District Information System Personnel Reports Browse List Export Count Graph Add Del Divisions Field Names Insurance General Profile Position Personnel Profile Program Personell Profile Optional Union Post Accrued Vacation Sick Leave Post Vacation Sick Comp Time Printer Setup Race
13. ious employee Next Click to navigate to the next employee Refresh Click to put the information in the grid in order by date Delete Personal Right Click to delete the row from the grid Add Personal Click to add a row to the grid Modify Button Click to modify the record 13 Previous Next Delete Tardy Add Tardy Modify To enter tardy dates for the employee click the Add Tardy button Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Tardy Right Click to delete the row from the grid Add Tardy Click to add a row to the grid Modify Button Click to modify the record Education ci Education ka Employee Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Educ Right Click to delete the row from the grid Add Educ Click to add a row to the grid Modify Button Click to modify the record A Memo Employee Find Info Emergency Ins salary Evaluation Comp Overtime Sick Vacation Personal Tardy Educ Memo Previous You can enter unlimited notes on the employee 16 Print Print Button Form Vacation History C Sick History C Comp Time History C Personal History Output to Preview C Print Print The print button is available on all the window tabs The prin
14. istrict in its day to day operations The Personnel Module is a great addition to these modules and simplifies your record keeping billing and information management needs Management Services vd Personnel Health District Information System Environmental Health Community and Public Health Services vital Statistics Maintenance About Exit Employee Appointment Books Inventory Payables Personnel ie Receipts Finding an Employee Employee Find Info Emergency Ins Salary Evaluation Comp Overtime Sick Vacation Personal Tardy Educ Enter last name first name middle name example SMITH JOHN JAMES or ID To find an employee enter the name last first middle and press the Enter key The program will automatically find the name in the database if present If the employee s name is not in the list you will then enter it in the database Radio Button Description Add Name Click to add a new employee Close Click to exit Ci Add l3 Employee Find Info Emergency Ins salary Evaluation Comp Overtime Sick Vacation Personal Tardy Educ Mema Employee ID amp First Name Middle Name Last name 1 Status Division Program Position ull Part Seasonal Policy Evaluation State Zip Code Home Phone Date of Bith Sex E if Work Phone Work Phone Extention
15. odule is simple to use The maximum benefit with the least time spent will be obtained if you start at the first page of this manual and follow the directions exactly as you enter the first record in your computer Square boxes in this manual surround the key that you are to press on your keyboard As an example when you read press the enter key on your keyboard The word is followed by bracketed instructions of what to type into a field Note For Technical Support email helpdesk hdis org Navigation Whenever you see one Gs click the left side of your mouse once Whenever you see two A click the left side of your mouse twice Navigation Keys For Entering Information or ENTER to move to next field or to go back one field Editing Keys deletes one character left of cursor Delete deletes one character inserting amp overwriting modes When you see a pull down field click the arrow to the right to view all your choices Starting HDIS MICROSOFT Windows Users Start Programs Health District Info Systems HDIS Health District Information System Menu Bar Health District Information System Management Services Environmental Health Community and Public Health Services Vital Statistics Maintenance About Exit HDIS Health District Information System has several different modules designed to assist your health d
16. rance information for the employee enter the information in the fields above the grid and click the Add Insurance Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Delete Insurance Right Click to delete the row from the grid Add Insurance Click to add insurance information to the grid Modify Button Click to modify the record Salary Salary Employee Find Info Emergency Ins Salary Evaluation Comp Overtime Sick Vacation Personal Tardy Educ Date Code Wage Hours Union PERS Reason Date 7 Hours Wages X Hours Union Pers Pers LL Previous Next Refresh Delete Salary History Add Salary History Modify To enter salary information for the employee enter the information in the fields above the grid and click the Add Salary History button Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Refresh Click to put the information in the grid in order by date Delete Salary History Right Click to delete row form the grid Add Salary History Click to add salary history to the grid Modify Button Click to modify the record Evaluation Ci Evaluation Employee Find Info Emergency Ins Salary Evaluation Comp Overtime Sick Vacation Personal Tardy
17. s employee Next Click to navigate to the next employee Refresh Click to put the information in the grid in order by date Delete Sick Leave Right Click to delete the row from the grid Add Sick Leave Click to add a row to the grid Modify Button Click to modify the record 11 Vacation Vacation Employee Find Info Emergency Ins Salary Evaluation Comp Overtime Sick gt Vacation Personal Vacation Leave Previous Next Refresh Delete Vacation Add Vacation Modify To enter vacation time for the employee choose the type of vacation time in the dropdown and click the Add Vacation button You may also enter a Balance Forward for the very first time you use the Personnel module Field Button Description Previous Click to navigate to the previous employee Next Click to navigate to the next employee Refresh Click to put the information in the grid in order by date Delete Vacation Right Click to delete the row from the grid Add Vacation Click to add a row to the grid Modify Button Click to modify the record 12 Personal c Personal Employee Previous Next Refresh Delete Personal Add Personal Modify To enter personal time for the employee click the Add Personal You may also enter a Balance Forward for the very first time you use the Personnel module Field Button Description Previous Click to navigate to the prev
18. st Comp Overtime by Division Comp Overtime by Program Current Salary Driver s Lic Expiration Education Emergency Contact Employee by Supervisor Employee Comp Time History Employee Personal History Employee Sick History Employee Vacation History Evaluation Labels Insurance Coverage List List with Demographics Phone Numbers Positions Professional Lic Expiration Salary History Start Date Tardy Time Off Detail Time Off Summary Description Creates address labels by employee List by employee when their auto insurance is due Lists birthdays of employees alphabetically including the program in which they are involved Alphabetical list of employees and the days the week in a table format List of employee comp overtime by division List of employee comp overtime by program List by employee with their current salary Lists the date the employee s driver s license expires List by employee with their education Alphabetical list by employee of emergency contact names and phone numbers Alphabetical list of employees by supervisor List by employee the date of the comp time if it is accrued paid or used the program the employee is assigned to any pertinent comments the amount of actual time the rate the employee is reimbursed the amount of time the final calculations are based on and the balance of available time List by employee the date the time was taken or accru
19. t menu is the same and you may print any of the options no matter what tab you have open at the time Print Options Field Button Vacation History Sick History Comp History Personal History Print Preview Description Prints the selected employee s vacation history Prints the selected employee s sick time history Prints the selected employee s comp time history Prints the selected employee s personal time history Prints the report Previews the report 17 Address Labels Auto Insurance Due Birthdates Checklist Comp Overtime by Division Comp Overtime by Program Current Salary Driver s Lic Expiration Education Emergency Contact Employee by Supervisor Employee Comp Time History Employee Personal History Employee Sick History Employee Vacation History Evaluation Labels Insurance Coverage List List with Demographics Phone Numbers Positions Professional License Expiration Salary History Start Date Tardy Time Off Detail Time Off Summary The reports menu contains a list of the many reports that you are able to obtain from the program Employee Report Options List Output to Preview Close Filters C Printer For each report an option box will appear similar to the one shown above It enables you to enter dates for your reports as well as use of filters 18 Personnel Reports Reports Address Labels Auto Insurance Due Birthdates Checkli
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