Configure Employee and Vendor Settings

This section describes how to configure the settings that are used when creating and managing employee and vendor records.

Opmerking

Employee and vendor records are managed with the Xenial Back Office - Staff and Inventory modules, respectively.

Create a Country Record

The country records created using the Countries editor are available for selection when adding address information to employee and vendor records.

To create a country record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select Countries.

  4. Select New Country.

  5. In the Name field, type a name for the country record.

  6. From the ISO Code dropdown menu, select the identification code for the country.

Create a Country State Record

The country state records created using the Country States editor are available for selection when adding address information to employee and vendor records.

To add a new country state record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select Country States.

  4. Select New Country State.

  5. From the Country dropdown, select the country where the state is located.

  6. In the Code field, type an identification code for the state.

  7. In the Name field, type the name of the state.

Create an Ethnicity Record

Ethnicity records are created using the Ethnicities editor. The ethnicity records are available for selection when adding employee records. Examples of ethnicities: Japanese, Hispanic.

To create an ethnicity record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select Ethnicities.

  4. Select New Ethnicity.

  5. In the Code field, type an identification code for the ethnicity record.

  6. In the Name field, type a name for the ethnicity record.

  7. In the Description field, type a description of the ethnicity record.

Create an I-9 Document Class Record

I-9 document class records refer to employee identification documents. The I-9 document class records created using the I9 Document Classes editor are available for selection when adding employee records.

To create an I-9 document class record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select I9 Document Classes.

  4. Select New I9 Document Class.

  5. In the Code field, type an identification code for the record.

  6. In the Name field, type a name for the record.

  7. In the Description field, type a description of the record.

Create an I-9 Status Record

I-9 status records are used to identify the status of an employee's legal authorization to work in the United States. The I-9 status records created using the I9 Statuses editor are available for selection when adding employee records.

To create an I-9 status record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select I9 Statuses.

  4. Select New I9 Status.

  5. In the Code field, type an identification code for the record.

  6. In the Name field, type a name for the record.

  7. In the Description field, type a description of the record.

Create a W-4 Filing Status

W-4 filing status records identify the marital status of an employee when filing a W-4 form. Examples of W-4 filing status records: Married, Single.

W-4 filing status records are created using the W4 Filing Statuses editor. The W-4 records are available for selection when adding W-4 information to employee records.

To create a W-4 filing status record:

  1. From the Xenial Portal, select Data Management.

  2. From the Staff Settings menu, select Employee Records.

  3. From the Employee Records menu, select W4 Filing Statuses.

  4. Select New W4 Filing Status.

  5. In the Code field, type an identification code for the record.

  6. In the Name field, type a name for the record.

  7. In the Description field, type a description of the record.