Contracts Tab of Employee Info Center

Use the Contracts tab to associate one or more contracts with an employee. You associate a contract record with an employee record by adding it to the Contracts grid on the Contracts tab. Both records reflect the association.

Contents

A contract record must exist in your database before you can associate it with an employee record.

Contracts Grid

The fields on the grid display information from the contract record in the Contract Info Center.

Field Description
Contracts Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Refresh Hours Click this option to refresh the hours and display the actual number of hours the employee has posted to each contract listed in the Contracts grid.

If you are authorized to run the Labor Detail report, you can click the hours in the Hours field to view the Labor Detail report for the active employee and the selected contract. The total number of hours the employee has posted to all contracts displays at the bottom of the grid.

Associate Click this option to add a contract to the grid.
Remove Click this option to remove a contract from the grid.
Number This field displays the contract number.
Name This field displays the contract's name.

Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.

When you enter an employee name in the BD Manager, Capture Manager, or Executive Lead fields on the General tab of the Contract Info Center form, the contract and role are entered on the Contracts grid on the Contracts tab of the corresponding Employee Info Center record.

If you remove an employee name from theBD Manager, Capture Manager, or Executive Lead fields on the General tab of the Contract Info Center form, the contract is removed from the Contracts grid on the Contracts tab of the corresponding Employee Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the contract remains in the grid, but the Role field is cleared.

Long Name This field displays the contract's long name.

Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.

Role Click in this field and use the drop-down list to select the employee's role on this contract. You define employee role options in Code Table Configuration.

You can assign the same role to multiple employees. If you reassign the roles on the Contracts tab of an Employee Info Center record, GovWin Capture Management does not update the entries in the BD Manager, Capture Manager, or Executive Lead fields on the General tab of the Contract Info Center form. To change the entries in those role fields, you must open the contract record.

Description Enter additional information about the employee's role on this contract.

Click Edit to use the Text Editor to enter information.

Hours This field displays the actual number of hours the employee posted for the contract.
Start Date Select the date the employee started working on the contract in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same contract.

You can enter a date directly in this field or click Calendar and select a date.

End Date Select the date the employee finished working on the contract in the associated role. There can be different start dates for each role because employees can have one or more assigned roles on the same contract.

You can enter a date directly in this field or click Calendar and select a date.

Contract Status This field displays the current status of the contract, such as Active or Dormant.