Personal Info |
The Personal Information tab enables you to define basic information about employees. You must define an employee ID for each person who records labor or, if the optional Bar Code module is installed, to each person who uses a hand-held device to record data. Although there is no limit to the number of employee IDs that you may define, you may only use valid bar code characters.
When you delete an employee, all training records for that employee are deleted from the Training (TRN_MAIN) table.
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
Identifier of the employee currently selected in the grid or that you are defining. You must assign an employee ID to each person who records labor or, if the optional Bar Code module is installed, to each person who uses a hand-held device to record data. This field has a list box. If the ID already exists, the employee name displays to the right of the ID.
If your organization does not use employee numbers, you may want to use short numbers, perhaps with a letter that identifies the office or shop to which the employee is assigned. Although you may define an unlimited number of employee IDs, you must use valid bar code characters.
When you delete an employee, all training records for that employee are deleted from the Training (TRN_MAIN) table.
Detail View
Data in the fields at the bottom section of this tab define basic information about the employee. Unless otherwise indicated, these fields are required.
Name
Name of the employee. This name displays on several screens when you specify the employee ID on those screens.
Address ID
Identifier of the address used for the employee. If an address ID is entered, the address ID information will be used instead of address lines 1-4. Detailed address information for address IDs is set up on the Addresses screen.
Address
Address (street or post office box number) of the employee. Optional, free-format area.
Line 2, 3, 4
Additional lines for the address.
Tip: Your system administrator can use Administrator mode to modify these field labels to meet your organization's needs. Go to modify the user interface (UI) for more information.
Home phone
Home telephone number. Maximum field length is 30 characters. This field is optional.
Mobile phone
Cell phone number. Maximum field length is 30 characters. This field is optional.
Fax
Fax number. Maximum field length is 30 characters. This field is optional.
Date of birth
Employee’s date of birth in MM/DD/YYYY format. It must be the current system date or earlier. This field is optional.
Social security number
Employee’s social security number. This field is optional.
Emergency contact information
All the fields related to emergency contacts are optional.
Name
Name of the person to contact in case of an emergency involving this employee.
Relationship
Relationship of the emergency contact to the employee.
Home phone
Contact's home telephone number. Maximum field length is 30 characters.
Work phone
Contact's work telephone number. Maximum field length is 30 characters.
Associated file
Path and file name
Navigation path and name of the data file associated
with the employee. This field has a file launch button 
.
This field is optional.
Description
Text description of the data file. This field is optional.