Employees are created in the resource module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.
CREATE AN EMPLOYEE
To add a new employee go to:
Resources module > employee settings grid > click add new resource button
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:
|
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
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.
