Employee Screen

Use this screen to view, add, or modify the employee information.

Description of fields on the screen

Field Label	Description
File	This options allows you to select Save and New, Save and Close, and Close.
Save and New	Selecting this option saves the information, closes the screen, and opens a new Untitled - Employee screen.
Save and Close	This option saves the information and closes the screen.
Actions	There are no options available.
Help	Launches the Online Help.
First Name MI Last Name	The First Name and Last Name fields are required.
Display Name	Enter a display (alias) name if different.
Address City/State/Zip	Enter the employee home address information.
Active	This employee is currently employed. Select this option to activate/deactivate the employee.
Estimator	This employee is an Estimator. Select this option if appropriate.
Phone Numbers	Enter the phone number information in these fields. Use the up/down arrows to move the selected phone number in the list. The top phone number is primary.
Home Location	Select the location from this droplist where the employee is based.
Available Locations	This field contains the list of available locations. Select a location from this list, and then click the right arrow to move your selection to the Assigned Locations field.
Assigned Locations	This field contains the list of assigned locations for the employee. Select a location from this list, and then click the left arrow to move your selection to the Available Locations field.
Name	Enter the emergency contact name.
Relationship	Select the type of relationship from the droplist.
Phone Numbers	Enter the phone number information in these fields. Use the up/down arrows to move the selected phone number in the list. The top phone number is primary.
Primary E-mail	Enter the employee e-mail address.
Employee ID	This ID is the number you assign to the employee.
Tax Payer ID	This is the government issued taxpayer ID.
Date of Birth	Enter the employee date of birth, or select it from the calendar icon.
Hire Date	Enter the employee hire date, or select it from the calendar icon.
Termination Date	Enter the employee termination date, or select it from the calendar icon.
Driver's License	This is the state license number and the state droplist.
Gender	Select the appropriate choice from the droplist.
Estimator License Number	This is the state issued license where applicable.