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Employee Details page: Main tab

Last modified 07:46, 24 Apr 2017
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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

What it's for

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 File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.  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 File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

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 File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

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 File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

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 File:dirname/central/060_Employees/040_Employee+Details+page%3A+Main+tab/bttn_ellipsis.gif.

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.

U/Name
The user name to log into the database.

Code
A unique code (up to 10 digits) that identifies the employee in the database. It could be the employee's payroll number, etc.

Full Assignment Access
If this box is checked, the employee gives full assignment access. This field overrides the Assignment Data Security set for the practice company, centre, office or department.

Inactive
If this box is checked, it excludes the affected employees from certain employee performance, utilisation, or productivity reports.

Password button
Click
to create or modify the password that allows entry into the database.

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

Related Topics

About Employees

Employee Details page

How to find an employee record

How to create a new employee

How to add, edit or delete a note

 

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