Employees Form (Desktop)

In the Employees hub in the desktop application, use this form to enter and review information about your employees and to link related files and hub records to your employee records.

Related Topics:

  • Display the Employees Form (Desktop)
    You display this form in the Employees hub in the desktop application.
  • Toolbar of the Employees Form (Desktop)
    Use the toolbar options in the desktop application to work with employee records.
  • General Tab of the Employees Form (Desktop)
    Use the General tab in the desktop application to enter, edit, or review an employee’s profile information, including employee name, ID number, organization, title, phone numbers, and other personal information.
  • Personal Tab of the Employees Form (Desktop)
    Use the Personal tab in the desktop application to enter, edit, or review an employee's address, home phone number, Social Security number, and other personal information.
  • Accounting Tab of the Employees Form (Desktop)
    Use the Accounting tab in the desktop application to enter, edit, or review an employee's accounting information.
  • Payroll Tab of the Employees Form (Desktop)
    Use the Payroll tab in the desktop application to enter, edit, or review employee payroll information. This tab is available if you use Deltek Payroll.
  • Professional Tab of the Employees Form (Desktop)
    Use the Professional tab in the desktop application to enter, edit, or review information about an employee's experience, including their skills, education, and professional licenses or registrations.
  • Time Tab of the Employees Form (Desktop)
    Use the Time tab in the Employees hub in the desktop application to specify settings for an employee that affect timesheets.
  • Expense Tab of the Employees Form (Desktop)
    Use the Expense tab in the desktop application to enter and maintain administrative information related to expense reports.
  • Projects Tab of the Employees Form (Desktop)
    Use the Projects tab in the desktop application to associate one or more projects with an employee. You associate a project record with an employee record by adding it to the Projects grid on the Projects tab. Both records reflect the association.
  • CRM Info Tab of the Employees Form (Desktop)
    Use the CRM Info tab in the desktop application to keep track of all opportunities that an employee is associated with.
  • Links Tab of the Employees Form (Desktop)
    Use the Links tab in the desktop application to link one or more external text files, graphics files, or email messages to an employee record. When you add a file link to the Links grid, Deltek creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Resumes Tab of the Employees Form (Desktop)
    Use the Resumes tab in the desktop application to enter, edit, or review employee resume information. This information is useful when you need to locate employee and consultant resumes as you generate proposals.
  • Associations Tab of the Employees Form (Desktop)
    Use the Associations tab in the desktop application to associate one or more client or contact records with an employee record. You can associate your firm's current clients and contacts and prospective clients and contacts for future work.
  • Files Tab of the Employees Form (Desktop)
    Use this tab in the desktop application to upload, view, and store files such as contracts, waivers, and images for your employees. These documents are attached to the employee record for which they were uploaded.
Parent Topic: Fields and Options (Desktop)