Adding credential holder information

Shortcut/mask: HRCRCD

Use the HRCRCD window to add and track information about credential holders in the Finance system. Employees, non-employees, and applicants may be included and tracked in the Credentialing module. If you check the Credential Holder check box on the Employee Master (HREMEN) window, the system automatically populates the name and address information on this window. The HRCRCD window uses the Social Security number as the primary key. This is different from other employee-related windows that use the Employee ID and Entity to identify the employee in the other modules (HREM, HRPY, HRIQ, etc.).

The Credential Holder window contains the following tabs:

Complete the following steps to add information about a credential holder:

  1. Open the window by typing HRCRCD in the Search field and pressing Enter.
  2. Select Add (+).

  3. Complete the following fields in the window header:

    • SSN: Type the credential holder’s Social Security Number.
    • First Name: Type the credential holder’s first name.
    • Middle Name: Type the credential holder’s middle name.
    • Last Name: Type the credential holder’s last name.
    • Name: This field displays the credential holder's full name.
    • Credential Status: Select the credential holder’s credential status. This field validates to system static codes.
    • A (active)
    • I (inactive)
    • P (pending)
    • R (revoked)
    • S (suspended)
    • State Test Date: Type the date the CBEST test was taken. This value may also be a time frame (FALL 18, 18-19, etc.). If entering a date, use MM/DD/CCYY format.

  4. Complete the following fields in Credential Detail tab:

    • Employee ID: Displays the Employee ID that associated with the credential holder’s SSN.
    • State Employee ID: Type the credential holder's State Employee ID.
    • Former Name: When the last name changes, this value defaults to the old/previous last name. If the last name has not changed, you can type a former name in this field.
    • Date of Birth: Type the credential holder’s birth date.
    • Clearing House: Type the fingerprint clearing house status. Typically, indicates that the individual's fingerprints are on file at the clearing house.
    • State Test Status: Select the CBEST status. This values validates against HRCODE (Code ID: CBEST_STAT).
    • Address: Type the credential holder’s address.
    • City: Displays the city name based on zip code entered in Zip field. You can also type the city manually.
    • State: Displays the value derived from the system based on zip code. You can type this value manually too. This field validates against NUCLEUS Common Codes, Category: PEST.
    • Zip: Type the Zip code. The city and state, associated with the zip code, display automatically. You can override the default by selecting a different value. This field validates against the PE_ZIP table.
    • Zip Ext: Type the zip code extension, if available.
    • Country: Displays the country code. You can override the default by selecting a different value. This field validates against Common Codes (NUUPCD) with a Category of PECO.
    • County: Displays the County code. You can override the default by selecting a different value. This fields validates against HRCODE (Code ID: COUNTY).
    • Phone Cd (1-2): Select the phone code values from the drop-down list. This field validate to NUCLEUS Common Codes, Category: PECO.
    • Phone (1-2): Type the phone numbers for this credential holder.
    • Phone Extension (1-2): Type the phone number extensions, if available.

  1. Complete the following fields in the Status Information panel:

    • Action: Select the action/purpose for adding or modifying a record. This field validates against HRCODE, Code ID: ACTION_CODE.
    • Notes: Type any notes associated with the status of this credential holder.

  2. Select the Notes tab and add any extended notes about this credential holder.

    • Notes: Type an extended note about the credential holder.

  3. Select Save Changes.

    Result: You have updated information for a credential holder for reference in the Finance system.

Related Information: