Employee Details page: Main tab

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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