Setting up an Employee Category

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    Using the Employee Categories window, you can create and maintain the different groups or categories of employees in the practice. Employee categories form the basis for managing resources.

    Set up Employee Category

    1. From the main menu, select Maintenance > Employee Categories > Employee Categories.

    2. On the Employee Categories page, in the blank row at the top, enter the employee category Name, e.g. Associate, External Contractor, Partner, etc.

    3. Enter the Charge Rate for the category.

    4. Select the check box in the Unspecified column if required.

    5. Click the Default Homepage field.
      The Ellipsis File:dirname/central/070_Maintenance/070_Employee/020_Employee+Categories/010_How+to+set+up+an+Employee+Category/bttn_ellipsis.gif appears.

    6. Enter the name or other search criteria of the employee who has the Home Page that you want this new category to use as the default.

    7. Select the check boxes Hide form when only one item found and Search any part of name/code if required.

      If you select the Search any part of name/code check box, the search results that are returned will contain the search criteria in any part of the record name. When this check box is clear, only records with the search criteria at the beginning of the name will be returned. For example:


      • You enter 'mit' in the Search for field when searching for an employee with the Search any part of name/code check box clear. The results will only contain employees who have 'mit' at the beginning of their first or last name, such as 'Mitchell' or 'Mitch'.
      • You enter 'mit' in the Search for field when searching for an employee with the Search any part of name/code check box selected. The results will shown any employee whose name contains 'mit' somewhere within it, such as 'Smith', 'Mitchell' or 'Amit'.
    8. Click Search.

    9. On the results window, double-click the employee record you want. The employee's name appears in the Default Homepage field in the Employee Categories page.

    10. Enter the Standard Hours for the employee category.

    11. Enter any notes you want to make about the employee category in the Notes box.

    12. To set up additional employee categories, repeat steps 2 to 11.

    13. When you have finished, click File:dirname/central/070_Maintenance/070_Employee/020_Employee+Categories/010_How+to+set+up+an+Employee+Category/bttn_ok.gif to save the information and close the window.