Defining Employees

The Employee portal is used to display and maintain employees.

You can access the portal from Admin, select E, then select Employee. You are brought to a query portal with options for searching. Once your record has been selected you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

  • Employee: This zone provides information about the employee, such as personal information, employment information, training information, and payroll information.
  • Employee Assets: This zone identifies the relationship types between assets and employee.
  • Employee Shifts: This zone provides a calendar view of employee shifts.
  • Billable Rate: This zone provides hourly rate and effective date information for the selected employee.

The following zones may appear as part of the portal's Timesheet Schedule tab page:

  • Timesheet Schedule: This zone enables or disables the automatic generation of timesheet rows for an individual employee. Also, timesheet and scheduling information can be edited directly from this zone.