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Employee Records

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee Records

The following describes how to configure the settings that are used to add and manage employee records.

Editor

Description

Countries

The country records are available for selection when adding address information to employee records.

Country States

The country state records are available for selection when adding address information to employee records.

Ethnicities

The ethnicity records are available for selection when adding employee records.

I-9 Document Classes

I-9 document class records refer to employee identification documents.

The I-9 document class records are available for selection when adding employee records.

I-9 Statuses

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 are available for selection when adding employee records.

W-4 Filing Statuses

W-4 filing status records identify the marital status of an employee when filing a W-4 form.

The W-4 records are available for selection when adding W-4 information to employee records.

Countries

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsCountries

To create a country record:

  1. From the Country List homepage, select New Country.

  2. Define the following:

    Field

    Description

    Name

    Name of the country.

    ISO code

    Select the ID code for the country.

Country States

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsCountry States

To add a country state:

  1. From the Country State List homepage, select New Country State.

  2. Define the following:

    Field

    Description

    Country

    Select the country where the state is located.

    ISO code

    ID code for the state.

    Name

    Name of the state.

Ethnicities

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsEthnicities

To add an ethnicity record:

  1. From the Ethnicity List homepage, select New Ethnicity.

  2. Define the following:

    Field

    Description

    Code

    ID for the record

    Name

    Name of the record

    Description

    Description of the record

I-9 Document Classes

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsI-9 Document Classes

To create an I-9 document class:

  1. From the I9 Document Class List homepage, select New I9 Document Class.

  2. Define the following:

    Field

    Description

    Code

    ID for the record

    Name

    Name of the record

    Description

    Description of the record

I-9 Statuses

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsI-9 Statuses

To create an I-9 status record:

  1. From the I9 Status List homepage, select New I9 Status.

  2. Define the following:

    Field

    Description

    Code

    ID for the record

    Name

    Name of the record

    Description

    Description of the record

W-4 Filing Statuses

Genius Portal4-Dot MenuData ManagementStaff SettingsEmployee RecordsW-4 Filing Statuses

To create a W-4 filing status record:

  1. From the W 4 Filing Status List homepage, select New W4 Filing Status.

  2. Define the following:

    Field

    Description

    Code

    ID for the record

    Name

    Name of the record

    Description

    Description of the record