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Activating or Inactivating a Personnel Office Contact Record

The Activate/Inactivate function allows users to activate and inactivate personnel office contact records.

To Activate or Inactivate a Personnel Office Contact Record:

  1. Select the Payroll Office tab at the top of the CLER Main Menu.
  2. Select the Contacts option. The Contacts Main Page is displayed with the Payroll Office Contacts and Personnel Office Contacts options.

    Payroll Office Contacts Main Page

  3. Select the Personnel Office Contacts option. The Personnel Office Contacts Page is displayed.

    Personnel Office Contacts Page

  4. Complete the fields as follows:

    Field

    Instruction/Description

    Payroll Office ID

    Optional, alphanumeric, 8 positions

    Enter the payroll office identification number.

    Personnel Office ID

    Optional, alphanumeric, 4 positions

    Enter the personnel office identification number.

    Type

    Optional

    Select either General for an administrative contact or Technical for a technical contact from the drop-down menu. The Type code indicates whether the payroll office contact is an administrative contact or a technical contact.

    Display

    Optional, default

    Defaults to the All display option. Allows users to display search results by the options listed below. To choose another type of option, select the radio button next to one of the following options:

    All - Displays all contacts for the payroll office ID and type code entered.

    Active - Displays active contacts for the payroll office ID and type code entered.

    Inactive - Displays inactive contacts for the payroll office ID and type code entered.

    Order By

    Optional, default

    Defaults to the ID sort option. Allows users to sort search results by the options listed below. To choose another sort option, select the radio button next to one of the following options:

    ID - Search by payroll office identification number.

    POI - Search by personnel office identification number.

    Type - Search by type code.

  5. Click Submit. The Personnel Office Contacts Search Results page is displayed.

    Personnel Office Contacts Search Results Page

    Field

    Instruction/Description

    ID

    System generated

    Displays the payroll office identification number.

    POI

    System generated

    Displays the personnel office identifier of the office where the enrollee’s records are maintained.

    Note: The Other ID field is displayed in lieu of this field when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Office Enrollees page.

    Type

    System generated

    Displays general type code to indicate that the payroll office contact holds an administrative position.

    Displays technical type code to indicate that the payroll office contact holds a technical position.

    Status

    System generated.

    Displays active to indicate that the record has been activated in CLER.

    Displays inactive to indicate that the record has been inactivated in CLER.

    Name

    System generated

    Displays the name of the personnel office contact.

    Phone Number

    System generated

    Displays the personnel office contact's telephone number.

    Email Address

    System generated

    Displays the personnel office contact’s email address.

    Note: The Inactivate button is displayed next to the records that have been activated, and the Activate button is displayed next to records that have been inactivated.

  6. Click Activate to activate an inactivated record. A pop up message is displayed to confirm the record has been activated.
  7. Click OK to close the pop up.
  8. Click Inactivate to inactivate an activated record. A popup message is displayed to confirm the record has been inactivated.
  9. Click OK to close the popup.

See Also

Maintaining Payroll and Personnel Office Contact Records

Adding a Payroll Office Contact Record

Adding a Personnel Office Contact Record

Viewing a Payroll Office Contact Record

Viewing a Personnel Office Contact Record

Activating or Inactivating a Payroll Office Contact Record

Updating a Payroll Office Contact Record

Updating a Personnel Office Contact Record

Deleting a Payroll Office Contact Record

Deleting a Personnel Office Contact Record