Employee Help Documentation

Modified on 10/12/2018 10:07 AM by Sharon Duckett — Categorized as: Help Text, Needs Review, Public, Support

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Employees
   Search For Employees Screen
   Add New Employee
   Edit Action
   Discard Button
   Searching for an employee
   List All

Employees¶

This task is used to add, search, edit, or inquire into the employees on your system.

Note: The employee records must be created in the initial setup. Any additions or changes will not be available to other users until they log off .Net and then log back on.

Search For Employees Screen¶

The Search For Employees Screen is the first screen that is displayed when the Employees task is selected. This screen is used to search for employees that exist on the system. Individual employees can then be selected for inquiry or editing from those displayed.

Also, new employees can be added by using the Add New button.

The work area or screen area is made up of the following two sections:

The search fields (top).

The record display area (bottom).

Add New Employee¶

To add a new employee, select the Add New button from the Search For Employees screen.

General Information

Employee Number: The number assigned to the employee. This field can contain letters or numbers. This field needs to be unique. Required Field

Short Name: Employee's short name used for sorting and inquiry.

SSN: Employee's Social Security Number. This field is not stored locally. In order to view employee SSNs you will need the employee_SSN permission.

First Name: Employee's first name. Required field

Middle Initial: Employee's middle initial.

Last Name: Employee's last name. Required field

Salutation: Mr, Mrs, Miss, Ms, etc.

Suffix: Sr, Jr, etc.

Address and Contact

Address: Two lines of addresses can be referenced. Normally, only the first one is used.

City: The city where the employee is located.

State: The state where the employee is located.

Zip Code: The employee's postal or zip code.

Country: The country where the employee is located (i.e. USA, Canada, etc.).

Home Phone: The employee's home phone number.

Mobile Phone: The employee's mobile phone number.

Home Email: The employee's home e-mail address.

Employee Details

Employee Type: Company defined employee classification.

Location: Employee assigned location. Required field

Manage Region: Region this employee will manage.

Title: The employee's job title.

Salesman: This checkbox designates the employee is a salesperson. You must select this box before you can assign the employee to a customer as the Default Salesman.

Commission: The percentage the employee will make on their sales.

Date of Birth: Date of employee's birth.

Hired: Date employee was hired.

Terminated: Date of employee termination.

Work Phone: The employee's work phone number.

Work Ext: The extention assigned to the employee.

Work Fax: the employees work fax number.

Work Email: The employee's work email address.

Human Resources Information

Employee Active: This checkbox is to indicate if the employee is active. If this checkbox is not selected, the employee will not be able to use the timeclock module.

Payroll Number: The employee's number in the payroll system.

Hourly Type: This dropdown is to indicate if the employee is part time of full time.

Sex: The gender of the employee.

Payroll Division: The payroll group the employee is assigned to.

Hourly Rate: The amount the employee makes per hour. Required field

Marital Status: Employee's marital status

Payroll Type: Employee's payroll type (i.e Salary or Hourly) Required field

Norm Time In: The regular time the employee clocks in. This is used when a manager creates a new time clock entry for the employee. The times in this field will populate the clock in time.

Norm Time Out: The regular time the employee clocks out. This is used in conjunction with the Norm Time In field.

Application Login

Application User Active: This checkbox designates that the employee will be using the CDN system. The box must be selected for an employee to log on and use the software.

Offline Admin: This check box is for future use. Use only with ComCept technical support. The Application User box must be selected to enable this field.

Security Level: Select the level of security for this employee. See the Security section for details. The Application User Active checkbox must be selected to enable this field.

User Name: Employee user name used to log into CDN. The Application User Active checkbox must be selected to enable this field.

Password: Employee password used to log into CDN. The Application User Active checkbox must be selected to enable this field.

To save the information keyed and actually create the new employee record, select the Save button.

Edit Action ¶

To edit or inquire into an employee, you must first select the desired employee from the list of employees returned by the search.

Select the

icon next to the desired employee in the results grid.

The following screen displays the information for an existing employee.

The fields on the Edit Employee screen are the same as the Add New Employee screen fields described previously.

Once all of the desired changes are completed, select the Save button. The system with validate all required fields and save the changes.

Discard Button¶

If you do not want to save the changes made ot the employee select the Discard button.

Searching for an employee¶

Employee Screen Search Fields

The search screen fields are used to build a filter so that the search action will display the desired employees. Enter the beginning part or the entire value in any or all of the desired search fields listed below. Some fields have drop down boxes to assist in entering values by displaying valid entries.

Note: The less information keyed to get the desired filter the better. Use the fewest search fields to get the filter you desire. Also, key only the beginning portion of a field if no other employee will match.

First Name: Employee's first name.

Employee Number: The number assigned to the employee.

Location: Employee assigned location.

Employee Type: Company defined employee classification.

Date Hired: Date employee was hired.

Date Terminated: Date of employee termination.

Active User's, Active Employee's and Salesmen only checkboxes: These are jsut filters for those employee classifications.

Last Name: Employee's last name.

Region: What region the employee is assigned to.

Payroll Type: Payroll classification of an employee.

List All¶

In order to search for all employees, leave all of the search filters empty and select the Search button.