Employees Summary Pane

The Summary pane in the Employees hub contains key information about an employee.

The Summary pane is to the left of the tabs in the Employees hub, and it remains visible as you move from one tab to another.

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 and click to open the field in edit mode. Alternatively, you can click Edit in the Actions bar to edit any fields in the Summary pane without having to hover over a field name and click .

Click to the left of the employee name on the Employees form to collapse the Summary pane and expand the main part of the form. When the pane is collapsed, click to open the Summary pane.

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.
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 require an employee number for this employee. Inactive: When you use this employee's 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's 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.
Title	Enter the employee's job title or job function.
Home Company	This field displays only if you have multiple companies in DPS and the Firm check box is not selected for the employee on the Overview tab of the Employees hub. Enter the home company for the employee. The home company is the company that the employee is currently working for. After you save a new employee, when you click to change the home company, only the companies that are already associated with the employee display in the drop-down list. To associate another company with an employee, click Other Actions in the Actions bar on the Employees form and select Associate with New Company. When you associate an employee with an additional company, a separate employee record is created in the Employees hub for the employee and the associated company. If an employee works for multiple companies, it does not matter which of the multiple companies you assign as the employee's home company. For more information about employees and multiple companies, see Employees and Multiple Companies.
Organization	If you use organizations in DPS, use the Organization lookup in this field to select the organization within a company for which the employee works. To select an organization level within the list, click + to expand the list of organizations. All inactive organizations appear greyed out. If you use multiple currencies in DPS, monetary amounts for an employee are displayed in the functional currency of the employee's home company. This is specified by the organization code. See the Firm field description that follows for more information about the circumstances for which the Organization field does not display.
Firm	If you select the Firm check box on the Overview tab of the Employee hub to indicate that the employee is a firm (vendor or client), the Firm field displays instead of the Organization 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 employee locations on Settings > Labels and Lists > Lists.
Contact Information	Enter the employee's contact information in the following fields: Email Work (phone number) Mobile Phone FAX 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 DPS 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 hover over the contact information in the Summary pane, click to open the Contact Information dialog box to make any changes to the employee's contact fields.
Supervisor	Enter the name of the employee's supervisor.