EHR - PD UD Fields Tab (SU)
Overview
The ‘PD UD Fields’ tab lets your school create custom fields in the TASS database for PD activities on employee records.
It can be accessed by navigating to TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup.
User Security Permissions
Access to this tab is controlled by the ‘Employee/HR Setup’ and ‘--- PD UD Fields tab’ security points in TASS.web System Admin > Users > User Maintenance or TASS.web System Admin > Users > Security Role Permissions. Contact your school’s TASS System Administrator for access.
About the PD UD Fields Tab
PD UD (User Definable) fields enable greater flexibility for your school to create custom fields in your TASS database for PD Activities that may not be provided with the application.
User Defined Fields are fields that your school can customise to suit your school requirements.
This screen is used to set them up for the PD Activity record. These fields are referenced in various programs including:
TASS.web Payroll HRM > Payroll > Employee Information > Employees on the 'PD Activities' tab.
TASS.web Payroll HRM > Employee/HR > Employee Information > Employees on the 'PD Activities' tab.
Staff Kiosk Payroll/HR > PD Activities - My (Add).
Staff Kiosk Payroll/HR > PD Activities - My (Maintain).
Staff Kiosk Payroll/HR > PD Activities - My Staff (Maintain).
To create PD UD Fields click on the 'Edit PD UD' button at the top of the screen.
There are then 20 fields available to use within each PD Activity record.
5 x Single character flag fields (0-9, A-Z) which are often used as Yes / No fields, e.g. After Hours Course Y/N.
5 x Table referenced fields (Picklist), e.g. Provider Category (Community-based, Government Registered, Industry registered, Professional provider).
5 x Freeform 100 character text fields to store information relating to the PD Activity, e.g. Venue contact details.
5 x Attachment fields for file attachments for the PD Activity. These are the attachments that the school requires from the employee who is undertaking the PD Activity, e.g. Receipts, Attendance Certificates, Course Summary, Feedback Form.
Click on the 'Arrow' icon next to Fields 6 to 10 to display the table referenced data for each respective field. Use the 'Edit' button to change a data item 'Description'. To enter a new data item for that table enter a 'Code' and 'Description'.