Employee Summary

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The Summary tab of the Employee module displays the information of the currently selected record. It is broken up into the following sections:

Here you can record the employee's title and position, as well as the ID and names which are used in the dropdowns of Jobs, Assignments and Time Sheets to identify the employee. Entering a name without specifying an Employee Code will cause TSM to automatically generate a code.

The Type dropdown flags the employee as an Employee who cannot use TSM, a User of TSM who cannot be assigned to Jobs, or an Employee who can both log in and be assigned.

Use the Add Image button to add an image of the employee using the browse dialogue. Images types supported are png, tif, bmp, jpg, and gif.

Use the Default Address section to record the primary address of the employee. Additional addresses can be added on the Addresses tab found at the right of the Summary tab.

Click the Globe button to bring up the Google maps page for the currently entered address.

Here the primary phone and email details are recorded. Additional phone numbers can be added on the Phones tab found at the right of the Summary tab, and addition email addresses added on the Emails tab.

Click the email button to open the Send Email dialogue.

Any notes relating to the employee too large to fit in the description, but not large enough to attach as a document can be recorded here. The colour option allows you to associate a colour with the employee, which will appear as the background colour of the record when in List View.

Additional contacts can be added against the employee (e.g. next of kin), as well as extra addressed, phone numbers, and email addresses. Check the default box on any of these tab to make the record the primary one for the employee.