Overview Section

The first section in the Overview tab is the Overview section.

Overview section definitions:

Title

Description

Entity Id

Display only. The unique ID number identifying this person in your database. An individual may have multiple principal IDs but only one entity ID. The base KFS implementation assumes that each user will have only one entity ID and one principal ID.

The system completes this entry automatically when you save or submit the document.

Principal ID

Display only. The unique ID number identifying this principal. Whereas Entity ID represents a unique person, principal represents a set of login information for that person. When selecting a person, you ordinarily reference his or her principal ID.

The system completes this entry automatically when you save or submit the document.

Principal Name

Required. Enter the user name by which this principal is to be identified.

Tax Identification Number

Required. Enter the Individual Tax Identification Number (ITIN) for this principal ID.

Principal Password

Optional. Enter the password for this principal ID.

Active

Check the box to indicate that this principal ID is active. Uncheck the box to indicate that this principal ID is inactive.

Actions

Click the Add button to add the information.

Use the Affiliations section of the Overview tab to add affiliations for this principal ID. Depending on the affiliation type added, you may need to complete additional fields.

Affiliations section definitions:

Title

Description

Affiliation Type

Optional. Select the type of affiliation from the list. Options include:

Affiliate: An affiliation for users in your system that are neither employees nor students.
Faculty: A faculty employee.
Staff: A non-faculty employee.
Student: A non-employee identified as a student of your institution.

Affiliation types of Faculty and Staff require additional information (see below).

Campus Code

Required. Select the campus code associated with this affiliation.

Default

Check the box to indicate that this affiliation is this principal's default association with your institution. Each principal must have at least one default affiliation.

Actions

Click the Add button to add the affiliation.

If you have selected an Affiliation of 'Faculty' or 'Staff,' the system displays additional fields to collect employment information.

Employment Information fields definitions:

Title

Description

Employment ID

Optional. Enter the Employment ID number associated with this faculty or staff affiliation. Ordinarily this entry is the ID number identifying this principal in your HR system.

Primary

Check the box to indicate that this faculty or staff affiliation represents the principal's primary job with your institution. Each principal with a faculty or staff affiliation must have exactly one affiliation marked as 'primary.

Employee

Status

 

Required. Select a value to identify the current status of this faculty or staff affiliation. Options include:

Active
Deceased
On Non-Pay Leave
Status Not Yet Processed
Processing
Retired
Terminated

Employee Type

 

Required. Select a value to indicate the type of employment for this affiliation. Options include:

Non-Professional
Other
Professional

Base Salary Amount

Required. Enter the base salary yearly amount earned for this faculty or staff affiliation.

Primary Department Code

Optional. Enter the code for the department associated with this faculty or staff affiliation. The KFS-SYS User role parses this field to determine the default chart and organization for a user if it is formatted as 'Chart-Organization Code' such as BL-PSY or BA-PARK.

Add

Click the Add button to add this row of employment information.

More:

Contact Tab