Employees Firms & Contacts Tab (Browser)

Use this tab in the Employees hub of the browser application to associate one or more firm or contact records with an employee record.

You can use this tab to associate current and prospective firms and contacts with employee records for future work.

The information displayed on the Firms & Contacts tab also displays on the Associations tab in the Employees hub in the desktop application. When you update information in one location, it automatically updates the information in the other application.

If you have multiple companies in Deltek, the following apply:

• The data that you enter on this tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employee hub in the desktop application only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group drop-down list.
• If the Automatically retrieve your record in Employees hub/Employee Review option is selected in User Options in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

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.

Grid Tools

Field	Description
	Hover over a row in the grid and click at the end of the row to delete the selected firm or contact from the grid.
	Click this icon at the top right of the grid to filter the list of firms or contacts in the grid to display only the items that fit the criteria that you enter. In the blank row that is added to the top of the grid, enter filter criteria in one of the fields in the grid.

Firms Grid

Use this grid to associate firms with the employee. You associate a firm record with an employee record when you add it to the Firms grid. Both records reflect the association. A firm record must exist in your database before you can associate it with an employee record. The fields on this grid display information from the current firm record in the Firms hub.

Field	Description
Name	This field displays the firm name.
Status	This field indicates your company's current relationship with the firm. The status can be Active , Dormant , or Inactive .
Relationship	Use the drop-down list to select the employee's relationship to the firm. You define employee relationship options by configuring the Employee to Firm/Contact Relationship settings on the Lists tab in Settings Labels and Lists.
Relationship Description	Use this field to enter additional information about the employee's relationship to the firm.
+Add Firm	Click this option below the grid to add a row to the grid and enter firm information for the employee.

Contact Grid

Use this grid to associate contacts with the employee. You associate a contact record with an employee record when you add it to the Contacts grid. Both records reflect the association. A contact record must exist in your database before you can associate it with an employee record. The fields on this grid display information from the current contact record in the Contacts hub.

Field	Description
Name	This field displays the contact name.
Status	This field displays the contact's status, which reflects your company's current relationship with the contact. The status can be Active , Dormant , or Inactive .
Relationship	Use the drop-down list to select the employee's relationship to the contact. You define employee relationship options by configuring the Employee to Firm/Contact Relationship settings on the Lists tab in Settings Labels and Lists.
Relationship Description	Use this field to enter additional information about the employee's relationship to the contact.
+Add Contact	Click this option below the grid to add a row to the grid and enter contact information.