Back | Forward

Assignment Info

---

The Assignment Information tab enables you to define assignments for the employee.

• Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on employee ID, employee name, assigned shop location ID, account ID, and whether the employee charges time, among other values.

Detail View Header

The field in the top section of this tab defines the data that displays.

Employee ID

Unique identifier of the employee currently selected in the grid or that you are defining. If the ID already exists, the employee name displays to the right of the ID. This field has a list box.

Detail View

The fields in the bottom section of this tab define the employee's assignments. Unless otherwise indicated, these fields are required.

Work phone

Employee’s telephone number at work. Maximum field length is 30 characters. This field is optional.

Mail drop

Employee’s mailing address at work. This field is optional.

Active

If this field has a check, the employee is active. If this field is blank, the employee is inactive. Inactive employees are not listed in employee ID choice lists. They may not be assigned to labor transactions or other data.

• Note: You may not inactivate an employee who appears on a work assignment profile, who is on a crew, who is the designated crew foreman, who is associated with a  user ID, who is currently signed on to a non-closed work order, or who has signed off on PM checklist items on a non-closed work order. You may, however, inactivate an employee who has previously posted labor to a non-closed work order.

Email address

Employee’s e-mail address. This field is optional.

Assigned shop location ID

Identifier of the shop to which the employee is assigned. This field has a list box. The shop name displays to the right of the ID. This field also has a Zoom button to the Basic Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.

Station location ID

Valid location where the employee is stationed. This field has a list box. The station name displays to the right of the ID. This field is optional.

• Note: Location IDs are defined on the Data -> Setup -> Organization Structure   -> Locations -> Primary Information screen.  The Functions tab specifies whether the location is a valid station location.

Company ID

Identifier of the company associated with the employee. This information can be useful if some of your employees are contractors. This field has a list box. The company name displays to the right of the ID. This field is optional.

Building location

Name or description of the building in which the employee is stationed. This field is optional.

Account ID

Identifier of the account to which this employee is assigned. This field has a list box. The account name displays to the right of the ID.

Account IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen. The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required.

Financial project code

The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets. Once selected, the description of the chosen code will populate in the description field.

For more information, see Financial Project Codes.

Shift

Number (1-4) of the shift to which this employee is assigned. This field has a list box.

Supports all locations

If this field has a check, the employee supports all locations.

Supported locations Data Table

The fields in the Supported locations screen group enable you to define and display information about the locations that the employee supports.

Delete

To delete the entries in the fields to the right, place a check in this field and click Save. This field is optional.

Location ID

Identifier of the location that the employee supports. This field has a list box.

Location name

Name of the location. Display-only from the Basic Info tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.

_______________

See Also

Data -> Setup -> Options screen (define general edit criteria; specify currencies used by the system; create message for user login screen)