Employees Actions Bar
Use the options on the Actions bar on the Employees form to manage employee information.
Commonly Used Actions
Click the buttons on the Actions bar to access commonly performed actions.
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Other Actions
Click this menu to perform the following actions:
| Field | Description |
|---|---|
| Copy | Click this option to copy the currently displayed employee record to create a new employee record. The information from the copied employee record prefills in the fields for the new employee record. Edit the prefilled fields as needed. |
| Associate with New Company | If your firm uses multiple companies, click this option to associate the employee with another company. This is useful when an employee has a temporary work assignment with another company or an employment change. When you associate an employee with additional companies, you create a separate employee record in the Employees hub for each company with which the employee is associated. For more information about associating an employee with another company, see Associating an Employee with Additional Companies |
| Design | If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the
 in the upper right corner of a field or tab to remove it from the form.
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| Delete | Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it. |
| Export All | This option displays only if you are in the list view (you have clicked in the upper right corner of the hub form). Select this option to export all the records in the grid to a .CSV file format and download the file. The name of the downloaded file displays in the bar at the bottom of the DPS screen. Click the file name to open the file. The file is saved in your Windows Download folder (Users\<Your Name>\Downloads). The name that is assigned to the file is <Hub name>.CSV. When you download more than one file for a hub, a number is appended to the end of |
| Print Report | Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information. |