Employee Detail

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The Detail tab of the Employee module details the currently selected card.

Use the fields in the Employee Details section to record starting and ending availability dates for this employee (employees with a finish date are considered inactive and will not appear in any dropdowns, aside from report filters), as well as a birthday and any comments relating to the employee.

The Hourly Cost is the rate used to calculate the Cost when Time Sheets are logged against the Employee. Hourly Allowance and Fixed Overhead also be added to the Time Sheet's Cost (unless the Labour Type has a Cost Multiple set, in which case Overtime Overhead is added instead). The Base Cost is used when the 'Markup % Employee Cost' option is set on a Job.

The Department, Default Labour Type, and Default Location fields are used to set the fields of the same name on a Job Card when the Employee is set on on the Job. The Sales Analysis field sets the default Sales Analysis for Time Sheets raised for the employee. Employee Type and Service Area are used for reporting and search purposes.

The Work Times section allows you to set the times each day of the week the Employee is available. When creating Assignments and Time Sheets against the Employee, the Start and Finish times will automatically populate, and setting times outside the hours defined will display a warning.

Each Employee can be set as a member of a Employee Group, which allow Assignments and Time Sheets to be quickly raised for multiple employees at a time. The list of available Employee Groups is defined in Codes Setup.

Select a group from the Available Group list and use the Right Arrow button to set this group against the current employee. Use the Left Arrow button to remove the selected group from this employee.

Each Employee can be set to cover a particular Service Area. The list of available Service Areas is defined in Codes Setup.

Select an area from the Available Service Areas list and use the Right Arrow button to set this area against the current Employee. Use the Left Arrow button to remove the selected area from this Employee.

Security Groups are used to control Employee access to TSM. When assigned to multiple groups, the Employee will be granted the permissions to a feature if any of it's Security Group have the option enabled.

Each Customer record in TSM can have a default Employee assigned, which automatically sets the Employee on any Jobs raised for the Customer. In the Customers tab you can see all Customers for whom the current Employee is the default.

Click the Add button to create a new Customer record with the current Employee as the default.