Employees Overview Tab (Browser)

On this tab in the Employees hub in the browser application, you enter, edit, and view an employee's name and employment information.

Some of the information on this tab is also on the General tab of the Employees hub in the desktop application. When you change the information in one location, it is updated automatically in the other location.

When you click the add record option on the form to add a new record to the hub, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click to open the field in edit mode. Alternatively, you can click Actions > Edit to edit any fields on any of the tabs in the hub without having to hover over a field name and click . Some fields, such as calculated fields, cannot be edited.

The field descriptions in this topic describe how to enter information for a new record.

Name and Background Section

Field Description
First Name Enter the employee's first name.
Middle Name Enter the employee's middle name or initial.
Last Name Enter the employee's last name.
Preferred Name Enter the employee's preferred name.
Salutation Select the salutation for an employee, such as Mr., Mrs., and so on. A system administrator defines the list of salutations on the Lists tab of Labels and Lists Settings.
Suffix Select the suffix, such as Sr. or Jr. to use with the employee's name. A system administrator defines the list of suffixes on the Lists tab of Labels and Lists Settings.
Title Select the employee's job title or job function. A system administrator defines the list of salutations on the Lists tab of Labels and Lists Settings. However, if the employee has a title that is not included in the list, you can enter the title directly in this field.
Professional Suffix Select the professional suffix to use with the employee's name, such as CPA. A system administrator defines the list of professional suffixes on the Lists tab of Labels and Lists Settings.
Full Name This field displays after you initially enter an employee and save the employee record. This is the employee's full name that includes salutation, preferred name (if one is entered; if no preferred name is entered, the first name is included), middle name, last name, suffix, professional suffix, and title. Hover over Full Name, and click to open the Full Name dialog box to edit the fields that make up the full name.

Employee Information Section

Field Description
Hire Date Enter the date on which the employee was hired.
Previous Years with this Firm Enter the number of years that the employee previously worked for your company if the employee worked for your company, then left, and was rehired. This is the previous number of years they worked for your company prior to the date that you enter in the Hire Date field.
Total Years with this Firm This is a calculation of the total number of years that the employee has worked for this firm ((Number of years between the Hire Date and Termination Date) + Previous Years with this Firm) .
Years with Other Firms Enter the number of years that the employee worked for other firms.
Total Years Experience This is a calculation of the total number of years of experience that the employee has at your company plus other companies (Total Years with this Firm +Years with Other Firms).
Available To This displays if you use both the simple CRM and Accounting applications. Specify whether this employee record can be viewed by CRM and/or Accounting users.
  • CRM Users: Select this check box to allow users who have security access to CRM applications to view this employee record.
  • Accounting Users: Select this check box to allow users who have security access to the Accounting applications to view this employee record.

    When you select this check box and save the setting, you are prompted you to enter required information on the Accounting, Time, and Expense tabs in the Employees hub in the desktop application. You must enter the required information before you can save the record.

Language This field displays if you use multiple languages in Deltek. Select the appropriate language to for workflow and alert messages sent to this employee. This drop-down list contains all the languages that are enabled in Module Activation.