Transmission of an Employee Key Person Record to Crest: KBA

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Article ID: 4217

Subject: Transmission of an Employee Key Person Record to Crest

Last Modified: October 9, 2013

Applies to: Pro Gold i2 3.xx

Purpose: The CrestEDG Single Entry reporting process has checks built into it that must be satisfied before a record can be released to CrestEDG. One of the major items is the employee key person record. Note: Only key person employee records need to be reported to Crest. If an employee record is not a key person, the record must be set to ‘Not Report to Crest’. Employee records can be used for reporting to CrestEDG a key person that is not an agent (Typically W2 employees). There are many fields within the employee record that must be addressed to satisfy the export process.

Procedure: Actions required to validate an employee record for transmission to CrestEDG

• Step 1: Create employee record

- At Main Menu => Accounting => Employees => Employee Setup icon

- Employee records are located in the Employee Setup icon of the Employees menu option

- To create a new employee record:

• Select the Employee Setup icon

• Click the New button to create a new record

• Step 2: Complete minimum validation fields:

- First Name

- Last Name

- Hire Date

- Birth Date

- Office

- Social Security Number

- Address

- City

- State

- Zip

- Email Address

- Key Person Title *

- Key Start Date *

- Brand Start Date *

- Familiar Name *

- Gender *

- Printed Name*

- RE (Real Estate) Start Date*

* Crest unique fields

• Step 3: Report record/Do not Report record to Crest

- Set the Report to Crest field to “True” if the key person profile is to be sent to Crest

- Set the Report to Crest field to “False” if the key person profile should not be reported to Crest

• Step 4: Languages button: Allows the selection of languages that the employee can speak to appear on the crest brand website with the employee’s profile

- Click the Languages button

- Select a language from the dropdown

- If the employee can speak more than one language, select the second language from the next dropdown that appears below the first

- Select all languages that the employee can speak/understand

- Click the Save button

- Close the Languages selection screen

• Step 5: Designations Button: The Designations button allows the selection of designations that the employee has received

- Click on the Designations button

- Select a Designation from the drop-down

• If the employee has more than one designation, select the second designation from the drop-down that appears below the first

• Select all designations that the employee has received

- Click the Save button

- Close the Designations selection screen

• Step 6: Activating/De-Activating

- Activate:

• In CrestEDG: Enter date in the Key Start Date field in the Employee Tab of the Employee Setup icon of the Payroll Tab

• In Pro Gold i2: Click the In-Active button (Toggle it to Active) in the upper right of the Employee Tab of the Employee Setup icon of the Payroll Tab

- De-Activate:

• In CrestEDG: Enter date in the Key End Date field in the Employee Tab of the Employee Setup icon of the Payroll Tab

• In Pro Gold i2: Click Active button (Toggle it to In-Active) in the Employee Tab of the Employee Setup icon of the Payroll Tab

References: Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

http://secured.progoldi2.com

• The Enhancement HelpNet links are located on the right side of the web page.

Related articles: 4084, 4085, 4086, 4087, 4088, 4089

Keywords: Employee, Key Person, CrestEDG, Submission, Realogy Single Entry, Transmission, 4217