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.

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.