Employee Categories

An employee category consists of a certain group of employees who belong to the same professional or technical area, department, physical place of work, and so on.

An employee can be assigned to several categories if he carries out various work tasks. However, an employee must always be assigned to a primary category, if he is assigned to employee categories. Employee categories are created in the window Employee Categories in the Set-Up module.

Each employee category is assigned with its own price information inclusive of intercompany price, cost price, sales price, and a potential price group, which makes it possible to calculate costs in a job budget in the Job Cost module without having to specify a certain employee, but only an employee category. This can be advantageous when a company wants to make plans for its resources but cannot predict which employees will be available at a given time. By using employee categories, it is possible to make plans on the basis of a category of employees instead of specific employees.