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
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.
|