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Employees are created in the resource module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.

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CREATE AN EMPLOYEE

To add a new employee go to:

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  • Complete the necessary new employee fields

  • The mandatory fields are highlighted in blue below

FIELD

DESCRIPTION 

Company*

Select the company the employee belongs to

Name*

Name of the employee

Initials*

This will auto-populate, but can be amended

Email*

Leave this as the default: .dk

Profit Centre*

Select a profit centre from the drop down

Title*

Select the employee’s position from the drop down

Primary Activity

Select the employee’s primary activity from the drop down

User Type*

Select the user type:

  • System administrator

  • Advanced user

  • Basic user

Access Role*

Select the access role for advanced and basic users

Report Profile*

Select a report profile from the drop down

Nearest Supervisor

Employee’s supervisor

Traffic Manager

Traffic Manager

Timesheet Approver*

Select a timesheet approver from the drop down

Log-in Name*

You can decide the format, however it is recommended to use the same format for all employees, e.g. email address

Date of Employment

Employee's start date

Cost Price

The employee’s cost to the business per hour. This is usually a blended rate according to their role.

Average rate hour

The employee’s standard charge out rate per hour.

Time utilisation target

The employee’s weekly billable hours target as a percentage e.g. 80%

Copy Company Access from

Allows you to grant full access to all companies, limit access to the employees company or copy company access from another employee

Copy Settings from

Allows you to copy settings from another employee

  • Click ok

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Info

A pop-up of the employee card will open. There are several attributes you may want to complete in the employee card to complete your employee set-up. Go to Employee Settings > Employee Basic Settings R12 for more information.

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