Employee Details page: Main tab
The Main tab on the Employee Details page displays the Employee's work location and standard working hours. You can also create, edit and delete any information using this tab.
In most cases, you will create the information on this tab using Step 1 of the Add New Employee Wizard accessed from the main menu — File>New>Employee.
The fields on the tab are:
Stationed panel
Field |
Information |
Start Date |
The date the employee started employment. This field format is dd/mm/yyyy. Click the field and select the date from the calendar in the drop down list. |
End Date |
The date the employee ended employment — say, in a department or office, or their termination date. This field format is dd/mm/yyyy. Click the field and select the date from the calendar in the drop down list. |
Company |
The company the employee belongs to. Click the field to search for the company using the Ellipsis button . If no company is selected, it defaults to -UNSPECIFIED-. |
Office |
The office the employee is allocated to. Click the field to search for the office using the Ellipsis button . If no office is selected, it defaults to -UNSPECIFIED-. |
Department |
The department the employee is allocated to. Click the field to search for the company using the Ellipsis button . If no department selected, it defaults to -UNSPECIFIED-. |
Centre |
The centre the employee is allocated to. Click the field to search for the centre using the Ellipsis button . If no centre selected, it defaults to -UNSPECIFIED-.. |
Category |
The category the employee is allocated to. Click the field to search for the company using the Ellipsis button . If no category selected, it defaults to -UNSPECIFIED-. |
Primary |
The primary record for the employee. This record holds the current information for the employee. If you tick the box, this record becomes the employee's Primary Stationed Record. Only one Primary Stationed Record is allocated to each employee. |
Notes panel: You can add notes to the employee's record. Each note must have a Title and Date. To open an existing note, double click the Title and edit the note if required. Password button: Click to create or modify the passwords for:
Homepage button: Click to set homepages for the employee according to what Category they are assigned. In the Maintenance>Internal>Employee Categories a default user can be set to assign homepages for all employees of a particular category |