Use the Our Team tab in the
Firms area to create and maintain a list of your
employees who are associated with a
firm and to describe their relationships to that
firm.
Contents
Much of the information for Deltek is entered and displayed in grids on various forms. For information about using grids, see
Work with Grids.
| Field | Description |
|---|
| Our Team Grid
|
This grid displays the
employees from your
firm who are associated with the
firm. To add another
employee, click
+ Add Team Member below the grid.
Employees are sorted by status, to display all active
employees at the beginning of the list, and then by name.
To copy or delete a team member on the grid, click
 , and select the desired option.
|
| Name
|
This field displays the
employee's name.
Click the name to display a tooltip containing
employee information: job title, location, phone numbers, email address. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To add another
employee to the team, click
+ Add Team Member below the grid to display an empty row, and select the
employee in
Name. Click
 to select the
employee from the full list, or type one or more characters from the
employee name (first, preferred, middle, or last) in the
Name field to select from a list of
employee names that contain those characters. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.)
|
| Status
|
This column displays the status of each of the
employee: Active, Inactive, or Terminated. You can change the
employee's status on the Summary Pane in the
Employees hub. The status determines whether certain employee -related transactions can be completed for this employee.
|
| Title
|
This column displays the
employee's job title. You cannot change an
employee's job title here but must have appropriate security rights to do so in the
Employees hub.
|
| Relationship
|
This field displays the
employee's relationship to the
firm (for example, Contract Manager).
To select a relationship, click
and select it from the list.
|
| Relationship Description
|
Use this field to enter additional details about the
employee's relationship to the
firm. Click
 to open the text editor and enter detailed information.
|
| Work Phone
|
This field displays the
employee's work phone number. You can change the
employee's phone number in the
Employees hub if you have the appropriate security rights.
|
| + Add Team Member
|
To add another
employee as a team member for the
firm, click this link to add a blank row to the grid, and select the
employee in
Name.
|
