Use the toolbar options in the desktop application to work with
employee records.
Contents
| Field | Description |
|---|
 New
|
After you click this option, select one of the following:
-
New
Employee: Opens the form with blank fields so that you can create a new
employee record.
-
Copy Current
Employee: Copies the contents of the current
employee record to a new record. You can then edit the copied record to create a new
employee record.
Select
Employee to Copy: Opens the
Employee lookup so that you can select an
employee record to copy. You can then edit the copied record to create a new
employee record.
|
| Delete
Employee
|
Click this option to delete an
employee record from the database.
|
 Print
|
After you click this option, select one of the following:
-
Print Current
Employee: Prints the contents of the current
employee record.
-
Print Active Group: Prints the contents of all
employee records for
employees who are currently active.
-
Select
Employee to Print: Opens the
Employee lookup so that you can select the
employee records that you want to print.
|
 Photo
|
After you click this option, select one of the following:
-
Update: Opens the
Employee Photo Upload dialog box so that you can add a photo to an
employee record.
-
Clear: Removes the current photo from an
employee record.
|
Employee Review
|
Click this option to review payroll wages, withholding deductions, expense checks, and other payroll data for the current
employee. The current year and current quarter displayed on this form are based on the current W-2 year and W-2 quarter settings established in the Change W-2 Quarter/Year utility (an advanced utility). You can only review the details of your own payroll data, unless you belong to a role with the appropriate security rights to view pay-related information for other users.
If you multiple companies, the
employee may be associated with more than one company. The name of the
employee's company displays next to the
employee name in the header of the
Employees form.
|
 Detail View/List View
|
This toolbar option indicates how information is currently displayed on the
Employees form:
-
List View: Click this option to display the information in a grid format on the form. The fields for each record display in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. To add, remove, or change the sequence of the columns in the grid, click the
Select Fields option on the grid toolbar.
-
Detail View: Click this option to display the information on tabs. This is the default view that displays when you open this hub. This is the view that is described in help topics.
If you use multiple companies, the
Employees form only displays the
employee's home company record in List View (and only if you have the appropriate Security access rights to that record). This may cause the number of
employee records that display in the List View to be fewer than the number of records in the Detail View.
|
