The Personnel module allows users to set up and view employee information. Personnel records enable tracking of human resources information, pay rates and history, adding digital signatures, setting up time clock PINs, and much more. Personnel records can be connected to user accounts for apps and digital signature capability.
List View
The Personnel module displays a list of all active personnel records. Users can navigate through different tabs to manage various aspects of employee information.
Search & Filter
Use the search field to perform a search for specific Personnel records.
Advanced Filter
Use to filter Personnel results by additional fields not included in the standard search field. Found in the “"⚙️"” icon.
Import/Export Personnel Records
CSV Template
A downloadable spreadsheet template for bulk importing personnel records.
Import Records
Functionality to add new records using the completed CSV template.
Export
Allows exporting of all active personnel records in various formats.
Reports
Generate PDF reports by selecting the PDF reports icon
For more information regarding specific Personnel Reports, reach out to our support team at support@constructtrue.com
Additional Features
“+” icon
Use to create a new Personnel record.
↻ icon
Use to ↻ the list with any new Personnel information or records.
≡ icon:
Email Capture
Generate an email capture code for the unique Personnel record.
Omit
Hide the Personnel record for the current “found” set of Personnel data.
Record Access
Modify the access for specific users to open this Personnel records.
Delete
Permanently delete the selected Personnel record.
Advanced Filter
Person
Filters personnel records by employee name or identifier
User
Narrows search results by user account associated with personnel records
External ID
Filters by external identification numbers assigned to employees
Payroll ID
Allows searching for employees based on their unique payroll identifier
National ID
Enables filtering by government-issued identification numbers
Date of Birth
Filters personnel records based on employee birthdates
Time Clock PIN
Searches for employees using their personal identification number for time tracking
Files / Emails / Notes
Filters records based on associated documentation or communication
Phone / Email / Address / Website / Social Media
Searches personnel records using various contact information
Attribute Name
Filters by custom attributes assigned to employee profiles
Payroll Type
Narrows search based on different payroll classifications
Work Anniversary
Enables filtering employees by their work anniversary dates
Vendor / Subcontractor
Searches for personnel associated with specific vendors or subcontractors
Attribute Field
Allows filtering based on custom attribute values in employee profiles
Default Cost Center
Filters employees by their assigned default cost center
Default Activity
Searches based on the primary activity assigned to personnel
Default Cost Code
Filters employees by their default cost code assignment
Position Date
Enables searching based on the date an employee started a position
Position Name
Filters personnel records by job title or position name
Position Occurrence
Searches based on the frequency or instance of a position held
Position Rate
Filters employees by their pay rate for a specific position
Internal ID
Allows searching using company-specific internal identification numbers
Fringe Offset Name
Filters based on names of fringe benefit offset categories
Gear Description
Searches personnel records by descriptions of assigned equipment or gear
Gear Type
Filters employees based on types of gear or equipment they use
Gear S/N
Enables searching by serial numbers of assigned gear or equipment
Training ID
Filters personnel records by unique identifiers for training programs
Training Name
Searches for employees based on specific training courses completed
Training Issued
Filters by the date when training was provided to employees
Training Expiration
Enables searching for personnel whose training certifications are expiring
Division
Narrows search results by company division or department
Facility
Filters employees based on their assigned work facility or location
Company
Allows filtering personnel records by company affiliation
Action Date
Searches based on dates of specific HR actions or events
Action Type
Filters records by types of HR actions performed
DL State
Enables searching by the state of issue for driver's licenses
DL#
Filters personnel using driver's license numbers
DL Status
Searches based on the current status of employee driver's licenses
Insurability
Filters employees by their insurability status or classifications
Screening Date
Enables searching by dates of employee screenings or background checks
Screening Type
Filters personnel records by types of screenings conducted
Screening Results
Allows searching based on outcomes of employee screenings
Group
Filters employees by assigned groups or teams within the organization
Attendance Reason
Searches based on recorded reasons for attendance issues
Attendance Date
Filters personnel records by specific dates of attendance
Supervisor
Enables filtering employees by their assigned supervisor
Active
Filters to show only currently active employee records
Archive
Filters to display archived or inactive employee records
Training Expired
Enables searching for employees with expired training certifications
Position Salaried
Filters to show salaried positions within the organization
Overtime Exempt
Allows filtering of employees based on overtime exemption status
Time Clock
Filters employees by time clock usage or status
HR List
Enables searching within specific HR-generated lists or categories
Selected Personnel Record
Overview Tab
Phone / Email / Address
Add or edit contact information.
Picture
Add or remove an employee picture.
Signature
Add a digital signature to store for use for eForms.
Alert Settings:
Set up notifications for non-system users. Used when utilizing features such as “Notify Crew”.
Attributes
Custom fields. Useful to categorize the personnel record in unique ways, or to create custom identifiers used for filtering data. Modifiable within the “Attributes” module.
Details Tab
Basic Details
Edit name, user account connection, external ID, payroll ID, national ID, and date of birth.
Time Clock Pin
Set up a unique four-digit PIN for time clock access.
Schedule
Add the personnel record to the Scheduling module.
Archive
Archive or unarchive personnel records.
Files / Emails / Notes
Store digital documents, email capture records, and text notes.
Payroll Tab
Type
Choose between Employee, Independent Contractor, or Temporary Worker.
Contractor
Assign an associated account for Independent Contractors.
Anniversary & Time in Service
Set hire date and view employment duration.
Overtime Exempt
Indicate if an employee is exempt from overtime pay.
Position History
Add and manage position and pay rate records.
Fringe Offset
Indicate different pay rates for prevailing wage jobs.
"Gear" Tab
Track and assign company equipment and "gear" for individual employees.
eForms Tab
Displays any eForms generated for the Personnel record.
Training Tab
Displays associated training items that the Personnel record has completed.
Advanced Button
The Advanced section focuses on maintaining accurate and up-to-date employee records and provides access to more confidential employee information.
Selected Employee Fields
Details Section
Division
The broader organizational unit or department to which the employee belongs.
Facility
The specific location or building where the employee primarily works.
Brand
The company brand or sub-brand associated with the employee's role, if applicable.
Internal ID
A unique identifier assigned to the employee within the organization's internal systems.
Group
A classification or team designation for the employee, often used for organizing or filtering employee records.
DL #:
The employee's driver's license number, typically required for roles involving driving.
Supervisor
The name or ID of the employee's direct supervisor or manager.
DL State
The state that issued the employee's driver's license.
DL Status
The current status of the employee's driver's license (e.g., valid, expired, suspended).
Insurability
Information related to the employee's insurability, often for roles requiring specific insurance coverage.
Bank Information Section
Account Name
The name on the bank account used for direct deposit.
Bank Name
The name of the financial institution where the employee's account is held.
Account Type
The type of bank account (e.g., checking, savings) used for direct deposit.
Routing
The routing number of the bank, used to identify the financial institution for electronic transfers.
Account #
The employee's bank account number for direct deposit purposes.
Accounting Tab
Payroll Accounts
Wages Payable Account
The liability account used to record wages owed but not yet paid (e.g., 20400 Salaries Payable).
Wages Expense Account
The expense account used to record the cost of wages (e.g., 60100 Salaries and Wages).
Wage Expense Account - Jobs
The specific expense account used for job-related wages (e.g., 60111 Wages - Jobs).
Wage Expense Account - Contracts
The specific expense account used for contract-related wages (e.g., 60112 Wages - Contracts).
Pay Type
"+" Button:
Allows adding new pay types.
"≡" Button:
Wages Payable Account
Account for recording wages owed (e.g., 20400 Salaries Payable).
Wages Expense Account
Account for recording wage expenses (e.g., 60113 Wages - Holiday).
"Checkbox" Split Expenses for Jobs and Contracts
Enables separate tracking of job and contract-related expenses.
Wage Expense Account - Jobs
Specific account for job-related wages (e.g., 60111 Wages - Jobs).
Wage Expense Account - Contracts
Specific account for contract-related wages (e.g., 60112 Wages - Contracts).
"Checkbox" Job Costing
Likely enables more detailed cost tracking for specific jobs.
Delete
Option to remove the selected pay type configuration.
Withholding Type
"+" Button
Allows adding new withholding types.
"≡" Button:
Payroll Liability
Account for recording payroll-related liabilities.
Payroll Expenses
Account for recording payroll-related expenses.
"Checkbox" Split Expenses for Jobs and Contracts
Enables separate tracking of job and contract-related expenses.
Payroll Expense Account - Jobs
Specific account for job-related payroll expenses (e.g., 5010 Labor).
Payroll Expense Account - Contracts
Specific account for contract-related payroll expenses.
Actions Tab
Type
Type of HR actions.
Date
The date on which a specific HR action was taken.
Description
The rationale behind the HR action.
Trash button
Delete the Action record.
"+" Button
Allows adding a new HR action record.
Attn Tab
Date
The date of an attendance-related event.
Reason
The cause or explanation for the attendance event.
Duration
The length of time the attendance event lasted.
Approval
Indicates whether the attendance event was approved by management.
"+" Button
Allows adding a new attendance record.
Export Button
Export all Attendance records.
PDF icon
Generate an Attendance report.
Benefits Tab
Per Diem
Full Day
The per diem rate for a full day of work or travel.
Half Day
The per diem rate for a partial day of work or travel.
Hourly
The per diem rate calculated on an hourly basis.
Type
The classification of the per diem (e.g., meals, lodging).
Travel Pay
Hourly Rate
The rate paid per hour for travel time.
Commute (Minutes)
The standard commute time in minutes, often used to determine eligible travel pay.
Unit
The unit of measurement for travel pay (e.g., miles, kilometers).
Benefits Summary
Total Weekly Employer Contribution
The total amount the employer contributes to benefits weekly.
Total Weekly Employee Contribution
The total amount the employee contributes to benefits weekly.
Total Hourly Employer Contribution
The employer's benefit contribution calculated on an hourly basis.
Total Hourly Employer DBA Offset
The hourly rate at which employer contributions offset Doing Business As (DBA) rates.
Precedence
Travel Pay
Determines the priority of travel pay calculations.
Per Diem
Determines the priority of per diem calculations.
"+" Button
Allows adding a new benefit record.
Time Off Tab
"⚙️" icon
New PTO
Create a new PTO entry.
PTO Report
Generate a PTO report for the personnel record.
Type
Filter PTO requests by type.
Clear
Clear the current filter.
Filter
Run the selected filter to display those records.
Time Off Type
The category of time off (e.g., vacation, sick leave, personal day).
Accrual Profile
The rate at which the employee earns time off.
Begin Date
The date from which the time off accrual starts.
Anniversary Date
The date used to reset or adjust time off balances annually.
Selected PTO record
Start Date
Start date of the PTO request.
End Date
End date of the PTO request.
Hours
Total number of work hours.
Type
Type of PTO request.
Category
Modifiable field to further organize the PTO record.
Payroll Period (If applicable)
The Payroll Period for the PTO request.
Notes
Additional notes related to the PTO request.
"Unpaid” checkbox
Designates if the PTO request is unpaid.
Payroll Tab
W-4 Information
Exemptions
The number of exemptions claimed for tax withholding purposes.
Marital Status
The employee's marital status for tax purposes.
Additional
Any additional amount to be withheld from each paycheck.
Tax Exempt
Indicates whether the employee claims exemption from federal income tax withholding.
Earnings to Date
“Amount field”
The total earnings for the employee in the current tax year.
"⚙️" icon - Adjustment:
Allows users to make an adjustment to the Earning to Date.
Overtime Calculation
Do not calculate
When checked, excludes this employee from automatic overtime calculations.
Payroll Periods
“List of date ranges”
The specific pay periods for which the employee has been or will be paid.
Salary Tab
Work Comp Information
Work Comp Code
Numerical code that identifies the type of work the employee performed.
Work Comp State
State in which the Work Comp took place.
Work Comp Rate
The weekly pay rate for employees under Work Comp.
Costing Information
Cost Center
The associated cost center record in TRUE.
Cost Code
The associated Cost Code.
Screenings Tab
Date
The date when a screening was conducted.
Type
The kind of screening performed (e.g., drug test, background check).
