Employees Procedure Follow

Employees Procedure

Employee maintenance is Branch-specific, in that each employee is assigned to the branch that you, the user, is logged into as you set up new employees using these procedures. If you have not read the Employees Overview, please do so before beginning this procedure.

1.        On the menu bar, select Company and then Employees. To view or modify existing employee data, use the Finder. Note: Make sure you are logged into the branch to which you want to add the new employee.

To set up new employee data, select the Create New Employee button. The Employee Maintenance window is displayed.

2.        In the Employee ID field, type a short identifier for this employee (e.g., first name with initial, employee number, etc.) This is a required field.

3.        Under Employee Roles, check all the boxes that apply to this employee's job or jobs (CSR, Sales Rep, Installer, or Contract Job Manager).

This employee's name will appear in the corresponding drop-down lists (Sales Rep ID, CSR ID, and/or Installer fields) on the Sales and Installation Data sections of the General Info {F8} window of an order designated to this branch.

Note: A disabled (gray) CSR checkbox indicates that all users are set to be CSRs for this branch. See Consider Users as CSRs in Default Settings for details.

Note on Installers: Employees selected as installers appear in the Installation Data section on the General Info {F8} order entry window. When adding installers to a workorder, the Installer Finder opens, which is linked directly to this Employee Maintenance window, where the installer data can be edited. By default, the user who is logged in at the time, can only see installers who belong to the user's branch(es), or by the branch(es) listed in the Primary Branch field, unless the Show all installers for company checkbox is selected on the Installer Finder.

Tip: These features work best when installers are set up at a child branch level.

Note on Contact Job Managers: Employees selected as contract job managers appear in the drop-down list of the Job Manager ID field on the Contract Job window.

4.        Complete the remaining personal data fields for the employee, as needed.

5.        In the PRIMARY telephone field, type the main phone number you expect to use to contact the employee. Management policy determines which telephone is the primary telephone.

6.    For alternate telephone numbers to reach this employee, select a field, then use the drop-down menu in that field to select a label to identify the type of telephone that it is. Type the alternate telephone numbers to be used to reach this employee.

7.    To add, read, change, or delete a note about this employee, select the View Note button.

8.    When you have finished adding data for this employee, select the Save button.

9.    Repeat steps 1 through 7 for all of the employees you need to add.

 

Employee Fields

CSR

Sales Rep - If this employee does any work as a sales representative, select this box. Any number of these boxes or none of them can be selected. When selecting this, the employee is included in lists and reports of salespersons.

Installer - If this employee does any work as an installer, select this box. Any number of these boxes or none of them can be selected. When selecting this, the employee is included in lists and reports of installers.

Contract Job Manager - Select this option if this employee is a contract job manager.
Note: If selected, this employee's ID and name will appear in the corresponding drop-down list of the Job Manager ID and Job Manager fields of the Contract Job window.

Name - Enter the employee's full name.

Address 1 - Enter the employee's street address or first line of an extended address.

Address 2 - Enter the second line of the employee's address, if needed.

City - Enter the city of the employee's address. If this field is blank, it is automatically filled in when a zip code is entered in the Zip code field.

State - From the drop-down list, choose the state or province of this employee's address. If this field is blank, it is automatically filled in when a zip code is entered in the Zip code field.

Zip - Enter the employee's zip code.

Contact

Email - Enter the employee's email address

Start Date - Enter the employee's start date. The user can click on the arrow at the end of the field to display a calendar and select the date from it.

Birth Date - Enter the employee's birth date.

QB Sales Rep ID

Metryx ID

Phone Type - Click on the down arrow and select a telephone number type (e.g., Work, Home, Mobile, Fax, etc.) for the phone number in the field to the right. After making the selection, the phone number type is displayed to the left of the drop-down arrow and describes the phone number entered into the corresponding phone number entry field.
Tip: Alternatively, from a blank white phone number entry field, use the [Tab] key on the keyboard to skip to the next phone number type field and enter a phone number type. Press [Tab] again to skip to the next field where the phone number can be entered.

Employee Picture

Have more questions? Submit a request

Comments

Powered by Zendesk