Employees Summary Pane (Browser)

The Summary pane in the Employees hub in the browser application contains key information about an employee, and it remains visible as you move from one tab to another.

The Summary pane is to the left of the tabs in the Employees hub.

When you add a new employee, you enter information in the fields in the Summary pane. To edit employee information in the pane after you save a new employee, hover over a field name, such as Status, and click to open the field in edit mode. Alternatively, you can click Actions > Edit to edit any fields in the Summary pane without having to hover over a field name and click .

Contents

Field	Description
Employee's Image	For information on how to upload or change the image for an employee see: Assign an Image to a Hub Record.
Employee Number	Enter a unique identification number for the employee. If you use the automatic numbering feature, you cannot enter a number in this field. Instead, [AUTONUMBER] displays in this field. After you save a new employee, you see the automatically assigned employee number in this field. You cannot edit the employee number. (If necessary, a system administrator can change it using the Key Conversion utility in the desktop application.)
Status	Enter the status for the employee. The status determines whether certain employee-related transactions can be completed for this employee. The options are: Active: You can complete any transactions that requires an employee number using this employee's employee number. Inactive: When you use this employee number for transactions that require an employee number, you receive a warning message to let you know this employee is inactive. However, you are allowed to enter the transaction for the inactive employee. Terminated: You are prevented from using this employee number for transactions that require an employee number. You can still print reports and W-2 forms for the employee if they are terminated. If you have multiple companies and you associate an employee with multiple company records, each company record may have a different status for the employee. For example, one company may have an employee's status as Active because the employee is currently working for them, but another company may have a Terminated status because the employee is no longer employed by them.
Termination Date	The termination date displays in the Summary pane only if a termination date has been entered for the employee on the Personal tab in the Employees hub.
Job Title	Enter the employee's job title or job function.
Home Company	This field displays only if you have multiple companies. Enter the home company for the employee. The home company is the company that the employee is currently working for. The employee's personal information is maintained with this company. Each employee must have one designated home company and can then have multiple associated companies. After you save a new employee, when you click to change the home company, only the companies that are already associated with an employee display in the drop-down list. To assign a different home company that is not in the drop-down list, you do this on the General tab of the Employees hub in the desktop application.
Organization	If you use organizations in Deltek, use the Organization lookup in this field to select the organization within a company for which the employee works. If you use multiple currencies in Deltek, monetary amounts for an employee are displayed in the functional currency of the employee's home company. This is specified by the organization code.
Firm	If you select the Firm check box on the General tab of the Employee hub in the desktop application to indicate that the employee is a firm (vendor or client), instead of the Organization field, you see a Firm field. Select the name of the firm that is associated with this employee.
Location	This field displays if you have the Accounting, Resource Planning or CRM applications activated. Select the location from which the employee works. For example, your enterprise might have corporate headquarters in Minnesota and other offices in Maryland, San Diego, and Atlanta. A system administrator defines the list of locations on the Lists tab of Labels and Lists Settings.
Contact Information	Enter the employee's contact information in the following fields: Email Phone Mobile Phone For the phone fields: In the drop-down list in each field, select a format to apply to the phone number. The format options are defined by your system administrator. For example, if you select (###) - ### - #### and enter 5552231122 in the field, the phone number is automatically formatted as (555)-223-1122. If you select ###.###.#### and enter 5552231122 in the field, the phone number is automatically formatted as 555.223.1122. Depending on your Deltek configuration, you may be able to select Do not format to leave the phone number as typed without any formatting. After you save a new employee: You can click the email address in the Summary pane to open your default email program and send an email message to the employee. Their email address prefills in the email To field. When you click to edit the contact information, the Contact Information dialog box opens and you make the changes to the contact fields on the dialog box.
Supervisor	Enter the name of the employee's supervisor.