PAY: Titles/Occupational Groups

Overview

The Titles/Occupational Groups window is accessed from the Pay Info tab in the Employee Master File tab by double-clicking in the Title/Occupational Group field in the Pay Info History grid. Use this window to group related titles/occupational groups and assign categories to them which can then be used as report criteria in the EEO/Vets Report and the Employee Termination and Turnover Report.

Note:  Titles are used in US databases and Occupational Groups are used in Canadian databases. The labels in this window change depending on the database location.

US Database

Canadian Database

Key Functionality

WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.

Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.

In US databases, this column is labeled EEO Category. Click the down arrow in a cell to select one of the following system-defined categories:

  • ID 1 = Executive/Senior Level Officials and Managers
  • ID 2 = Professionals
  • ID 3 = Technicians
  • ID 4 = Sales Worker
  • ID 5 = Administrative Support Workers
  • ID 6 = Craft Workers (Skilled)
  • ID 7 = Operative (Semi-Skilled)
  • ID 8 = Laborers (Unskilled)
  • ID 9 = Service Workers
  • ID 10 = First/Mid-Level Officials and Managers

In Canadian databases, this column is labeled Occupational Group. Click the down arrow in a cell to select one of the following system-defined groups:

Note:  IDs 1 –10 are used in US databases. We recommend that all Canadian clients use the Canadian groups (IDs 11 –24). In Canadian databases, there is also a Country column in this drop down list to help Canadian clients quickly identify the occupational groups when migrating from the US descriptions to the Canadian descriptions.

  • ID 11 = Senior Managers
  • ID 12 = Middle and Other Managers
  • ID 13 = Professionals
  • ID 14 = Semi-Professionals and Technicians
  • ID 15 = Supervisors
  • ID 16 = Supervisors – Crafts and Trade
  • ID 17 = Administrative and Senior Clerical Personnel
  • ID 18 = Skilled Sales and Service Personnel
  • ID 19 = Skilled Crafts and Trades Workers
  • ID 20 = Clerical Personnel
  • ID 21 = Intermediate Sales and Service Personnel
  • ID 22 = Semi-Skilled Manual Workers
  • ID 23 = Other Sales and Service Personnel
  • ID 24 = Other Manual Workers

Type or select the Title Type for this employee. To add a new Type, double-click in the Type field, or type a new Type and press Enter. The Title Types add/edit list displays.

This field is only available in US databases. Use it to enter the six-digit Standard Occupational Classification (SOC) number (without the hyphen). The SOC number is required in many Unemployment Compensation electronic files.

This field is only available in Canadian databases. Use it to enter the National Occupational Classification (NOC) number. The NOC number is used in reporting for the Employment Equity Act for Canada. You can enter up to ten characters (numbers only) in this field.

These groups may be left blank, or used classify titles into groups for reporting (for example, with Business Intelligence, Query Scheduler or CreaTeam), but they do not alter functionality in WinTeam.

Select the Benefit Class that is applicable to the Title. This is useful in assigning benefits packages. For example, you can create a Benefit Class called Executive and a job title called Vice President. An employee whose title is Vice President may then be assigned the benefits package that is set up for the Executive benefit class.

Access to data on this screen is determined, in part, by the Basic Read/Write levels in SYS: User Security. Users can only assign Titles to Employees that are less than or equal to their Basic Security Level.

Select this check box to make the selected record active. Clear the check box to make the record inactive.

Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.

Security

This add/edit list is part of the SYS Add Edit List ALL Security Group.

Security Features include the ability to:

  • Deny Set Active\Inactive
  • Deny Set Default

Access from the Pay Info History tab is allowed as long as the User has rights to the Pay Info History tab and SYS Add Edit List ALL. Even if the User does not have access to 'edit' the Pay Info grid, they can access and edit the Titles list.

Tip:  For more information see Security Groups Overview and Security Groups By Module.