Employees are people who work for your company. An Employee may or may not be an xTuple ERP system user. To create a new Employee, use the following screen:
When creating a new Employee, you are presented with the following options:
- Employee
Enter the Employee's name. If the Employee is also an xTuple ERP system user, then you should enter the Employee's system username here.
- Employee Number
Enter a number to uniquely identify the Employee.
- Active
Select if the Employee is currently active. Not selecting makes the Employee inactive.
- Contact
-
Manually enter Employee Contact information in the fields below—or use the browse buttons to select pre-existing Contact and Address information.
Note
If new Contact or Address information is manually entered here, that information will be added automatically to the master list of Contacts and/or Addresses.
To associate an Image with an Employee, select the "Image" tab. The following screen will appear:
When associating an Image with an Employee, you will be presented with the following options:
- Picture
Select an Image from the list of available Images to associate with the Employee. You can learn more about adding Images to the database here Section 10.14.3, “Images”.
To specify administrative details related to an Employee, select the "Detail" tab. The following screen will appear:
When specifying administrative details related to an Employee, you will be presented with the following options:
- Site
Specify the Site (i.e., Site, Store Location, etc.) where the Employee is principally located.
- Manager
Enter the name of the Employee's manager.
- Dept.
Specify the Employee's Department.
- Shift
Specify the Shift the Employee generally works.
- Type
Specify whether the Employee is paid hourly or on a salary basis.
- Rate
Specify the Employee's compensation rate.
- Per
Specify the period of time corresponding to the Employee's pay rate. The following options are available: Hour, Day, Week, Bi-Weekly, Year
- User
-
If you have the ability to create new xTuple ERP system users, then select this option to create the Employee as a system user. If the Employee is already a system user, then this option will already be checked.
Tip
To ensure correspondence between the Employee record and the system user record, the Employee name should match the Employee's system username.
- Sales Rep
Select if the Employee is a Sales Representative. If the Employee is already listed as a Sales Rep., then this option will already by checked.
To add Notes to an Employee, select the "Notes" tab. The following screen will appear:
When adding Notes to an Employee, you are presented with the following options:
- Notes
This is a scrolling text field with word-wrapping for entering Notes related to the Employee. Any Notes entered on this screen are for internal purposes only.
To add Comments to an Employee, select the "Comments" tab at the bottom of the "Employee" screen. The following screen will appear:
When adding Comments to an Employee, you are presented with the following options:
- Comments
Display lists Comments related to the Employee, using the specified parameters.
To the far right of the screen, the following buttons are available:
- NEW
Opens the screen for creating a new Employee Comment.
- VIEW
Opens a read-only view of the Employee Comment.
To enter a new Employee Comment, select the NEW button. The following screen will appear:
- Comment Type
Specify one of the following Comment Types from the drop-down list: ChangeLog or General. Comment Types are used to categorize Comments. Once you have specified a Comment Type, you may type your Comment in the main text area. The text area features word-wrapping and scroll-bar support for longer Comments.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Employee Comment, returning you to the previous screen.
- SAVE
Creates the Comment and adds it to the list of Employee Comments.
Employee Characteristics are user-defined definitions of an Employee which may be used to provide additional layers of description. To enter Characteristics associated with an Employee, select the "Characteristics" tab. The following screen will appear:
When associating Characteristics with an Employee, you are presented with the following options:
- Characteristics
Displays the Characteristics related to the Employee.
To the far right of the screen, the following buttons are available:
- NEW
Opens screen for creating a new Employee Characteristic.
- EDIT
Enables you to edit highlighted Employee Characteristics. The edit screen is the same as that for creating a new Employee Characteristic—except that when editing, the fields will contain Employee Characteristic information. Double-clicking on an Employee Characteristic will also bring you to the editing screen.
- DELETE
Highlight an Employee Characteristic and then select this button to remove the Employee Characteristic from the list.
To create a new Employee Characteristic, select the NEW button. The following screen will appear:
When creating a new Employee Characteristic, you are presented with the following options:
- Characteristic
Select a Characteristic from the list of Characteristics designated as being available for use as Employee Characteristics.
- Value
Enter a value to associate with the Employee Characteristic.
To the far right of the screen, the following buttons are available:
- CANCEL
Closes the screen without creating the Employee Characteristic, returning you to the previous screen.
- SAVE
Creates the Employee Characteristic and adds it to the list of Employee Characteristics.
To associate group memberships with an Employee, select the "Group Membership" tab. The following screen will appear:
When associating group memberships with an Employee, you are presented with the following options:
- EDIT
Enables you to edit highlighted Employee Groups. The edit screen is the same as that for creating a new Employee Group—except that when editing, the fields will contain Employee Group information. Double-clicking on an Employee Group will also bring you to the editing screen.
- VIEW
Highlight an Employee Group and then select this button to reach a read-only view of the "Edit" screen.
- DETACH
Highlight an Employee Group and then select this button to remove the association between the Employee Group and the Employee.
- ATTACH
Select to associate a new Employee Group with the Employee.