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i | P a g e
HRIS Job Role Training
ContractorsandVolunteers
Forms: CV11
ii | P a g e
Table of Contents
Introduction .................................................................................................................. 3 How to add / edit Volunteers and Contractors ............................................................. 4
MAIN ........................................................................................................................................ 4 ASSIGNMENT ......................................................................................................................... 6 WORK ...................................................................................................................................... 7 INFO ........................................................................................................................................ 8 ADDRESS .............................................................................................................................. 10 EMERGENCY INFO .............................................................................................................. 11
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Introduction
State of Arizona now offers the ability to track specific contact information for volunteers and contractors. This tracking
ability would store information such as name and contact information but would not be used for any payroll or benefit
information. Once a new contractor or volunteer was added into the system, an online account will automatically be created
for the user. When the user receives an email with the user name and password information, they will be able to login to their
online account to review the State of Arizona's Access Agreement, sign up for Mass Communications, update emergency
contacts and change home address.
New individuals added into the HRIS system will automatically be assigned a Personal Identification Number (PIN) which will
be used as their username and the default password will be their four year birth year and the last four digits of the social
security number.
H
M
R
How to add
MAIN
R=Required, O=Optio
HRIS Field
1 White SeaBox
2 Company
3 PIN Field
12
2
3
4 5
6
8
9
11
13
d / edit Volun
onal, D=Display
R / O
Step
rch R TypePres
Field R Type
R Leav
nteers and C
p/Action e CV11 in the Whss ENTER on thee 9 in Company f
ve this field blank
7
Contractors
hite Search Box. e keyboard. field.
k as the system
s
Expected Res
The Volunteer will appear System will acCompany 9.
1
sults and Contractor fo
cess information
0
Note
Additionform
for All formsCompan
es/ nal Information
s/actions must cony Field.
4 | P a g e
ontain a 1 in the
HRIS Field
4 Last NameField
5 First NameField
6 Preferred NField
7 Middle NamField
8
Birthdate F
9
Social SecNumber Fi
10 SSN Field
11 Status Fiel
12 Start Date
13 End Date F
R / O
Stepwill athe succ
e R Enteor Vo
e R Enteor Vo
Name O EnteCont
me O EnteCont
Field R EnteVolu
curity eld
R EnteCont
D Disp
ld R SeleVolutype
Field R EnteVolu
Field R EnteVolu
p/Action auto-generate thiinformation has bcessfully added iner the Last Name ofolunteer
er the First Name oolunteer er the Preferred Natractor or Voluntee
er the Middle Nametractor or Voluntee
er the birthdate of tunteer
er the Social Securittractor or Voluntee
play only field
ect either Contracunteer (V1) depene of user this will ber the Start Date ofunteer er the End Date of unteer
is number once been nto the system f the Contractor
f the Contractor
ame of the er e of the er
the Contractor or
ty Number of the er
ctor (C1) or nding on what be f the Contractor or
the Contractor or
Expected Res
Once this recochanged in HRforce you to resecurity numbeaccurate.
The last four owill display in t
sults
ord is added or RIS, the system w-enter the social er to verify the co
f the social securthis field
Note
Addition
The fourthe initiaaccess ois accura
will
ode is
Once thsocial seto securSocial Sthe nextIf you arsecurity error mesecurity number number
rity
This datyears frolast upd
es/ nal Information
r year birth year wal default passwoonline account, pate. e record has beeecurity number writy issues. The laSecurity number wt field “SSN” re entering a duplnumber, you will
essage stating thanumber exists anassociated with sis.
te cannot be greaom the date the rated.
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will be used for rd for the user to lease ensure this
en added, the will be hidden due ast four of the will populate in
licate social receive an … anat the social nd what the PIN social security
ater than three ecord has been
s
n
A
ASSIGNMEN
HRIS Field
1
Process LeField
2
DepartmenField
3 Position F
4 Job Code
1
2
3
4
NT
R / O
Step
evel R Seleuser
nt R Sele
ield R Sele
Field R Sele
p/Action ect the Process Lr.
ect the Departme
ect the Position fo
ect the Job Code
evel for the
nt for the user.
or the user.
for the user.
Expected Res
sults
Note
AdditionThe firstLevels rPlease mappropri= DeparContractThe firstDepartmis a ConPlease mdepartmValue wVolunteeacross aValue wVolunteeacross a
es/ nal Informationt two characters oepresent the agemake sure you seiate process levertment of Administor) t two characters o
ment represent whntractor (CO) or Vmake sure you se
ment. will either be Contr
er. This position wall state agencies
will either be Contrer. This job code all state agencies
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of the Process ency code. elect the l. (e.g. ADCON
stration /
of the hether this user
Volunteer (VO). elect appropriate
ractor or will be used . ractor or will be used .
W
WORK
HRIS Field
1
Telephone
2 Mobile Telephone
3
E-Mail Fiel
1
2
3
R / O
Step
e Field O Entenum
e Field O Ente
d R Ente
p/Action er the 10 digit WO
mber for the user
er a mobile teleph
er an e-mail addre
ORK telephone
hone for the user
ess for the user
Expected Res
sults
Note
AdditionThe teleor volunThe numis the HO
This emnotificatiother onensure taccurate
es/ nal Information
ephone number isteers WORK tele
mber entered on tOME telephone n
ail address will bions such as pass
nline account functhis email addresse.
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s the contractor ephone number. the Address tab number.
e used for sword resets or ctionality. Please s is valid and
I
INFO
HRIS Field
1 BackgrounCheck Fiel
1
2
5
7
8
9
10
11
12
R / O
Step
nd d
O Selebackfor t
p/Action
ect Yes or No to dkground check whis user.
denote if a as conducted
4
Expected Res
4
sults
3
6
Note
Addition
es/ nal Information
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2 Background Check Date Field
O If a background check was performed, then select the date it was completed
3 Driver Field O Select Yes or No to denote if this
user is required to drive
4 License Field O To input or verify driver license
number, click on this field You will be directed to the Certification (PA22) form.
Add / View certification, date acquired, renewal date, and driver license number.
5 Vendor Name Field
O Enter the vendor name (if applicable) of the contractor
6 Vendor Phone Field
O Enter the vendor phone number (if applicable) of the contractor
7 Vendor Address Field
O Enter the vendor address (if applicable) of the contractor
8
Liaison Name Field
O Enter the name of the State employee that is responsible for the contractor or volunteer
This individual would be the main contact for contractor or volunteer and may receive certain email notifications regarding the individual.
9 Liaison Email Field
O Enter the email address of the State employee that is responsible for the contractor or volunteer
10 Liaison Phone Field
O Enter the telephone number of the State employee that is responsible for the contractor or volunteer
11 Badge Number O If applicable, enter a badge number
for the contractor or volunteer
12
Non-Disclosure Agreement Field
O This field will display either Yes or it will be blank.
If the field displays “yes”, then the contractor or volunteer has logged into the online account and has acknowledged the non-disclosure statement. If the field is “blank”, then the user has not acknowledged the non-disclosure statement.
A
ADDRESS
HRIS Field
Home AddFields
SupplemeAddress F
12
R / O
Step
dress R
ntal Fields
O
p/Action
Expected Res
sults
Note
Addition
The teleor volunThe numthe WOR
es/ nal Information
ephone number isteers HOME tele
mber entered on tRK telephone num
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s the contractor phone number. the WORK tab is mber.
E
E
EMERGENCY
EMERGENCY I HRIS Field
1 EmergencFirst NameField
2 EmergencLast NameField
3 EmergencPhone NumField
4 EmergencAddress F
5 EmergencRelationshField
1 2 3
4
5
Y INFO
INFO TAB
R / O
Step
y e
O TypeCont
y e
O TypeCont
y mber
O TypeCont
y Field
y hip
O EnteEme
p/Action
e the First Name oftact
e the Last Name of tact
e the Telephone oftact
er the relationshipergency Contact
f the Emergency
the Emergency
f the Emergency
p of the
Expected Res
sults
Note
Addition
es/ nal Information
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ADD / CHANGE ACTION
1
Add Field R Once you are completed entering the required information, click Add to create a new contractor or volunteer.
There will be a message in the lower left corner “Add Complete – Continue” if Add was successful.
The system automatically assigns PIN sequence from the previously entered volunteer or contractor.
3
Change Field R Once you are completed modifying the required, click Change to create a update the contractor or volunteer information.
There will be a message in the lower left corner “Change Complete – Continue” if Change was successful.
2
Effective Date R Leave this field BLANK When entering or updating any record in HRIS, the system will auto-populate this field with today’s date in order for you to verify the effective date of the entry.
NOTE: Once the record has been added into HRIS, an email will be sent to the individual stating that they will now have access to HRIS Online Account (as a convenience, the liaison will be copied in the email). The HRIS Online account will allow the individuals to acknowledge the access agreement, sign up for mass communications, modify emergency contacts and update address. Please note, that in order to have this individual to have access to other applications, you must follow the normal procedures. If you have any questions related to this process, please contact HRIS Help Desk at 602.542.4700 or [email protected].
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