Employees

Use the Employees tab to add or delete employees as members of the group displayed. The tab consists of a non-editable table grid. The data is sorted alphabetically by Employee Name.

The number of employees displayed is determined by the number supplied in the Max Table Rows drop-down box in the General Options tab of the General Configuration screen. If there are more employees to be displayed, the More pushbutton will appear on the bottom of the screen.

Employee Name

This non-editable column displays the names of the employees who are members of the selected group.

Employee ID

This non-editable column displays the IDs of the employees who are members of the selected group.

The Employee ID column will display only if you have selected the Show Employee ID checkbox in the Miscellaneous tab of the General Configuration screen.

Select the More pushbutton to display the next set of employees. If you select employees before selecting the More pushbutton, the system will display the following message: "Current selection of records will be lost. Do you want to continue?"

If you select Yes, the next set of employees will display and the current selection will be cleared. If you select No, the current selection of employees will remain.

Add Employees

Click Add Employees to add one or more employees to the group. The dialog looks and behaves much like the Simple Lookup dialog except that you can select more than one employee. Also, when you select the Add to Employee Group pushbutton, the database is updated.

When the dialog first displays, all employees that are not already a member of the group will be displayed in the results table.

The Employee ID column will display only if you selected the Show Employee ID checkbox in the Miscellaneous tab of the General Configuration screen.

Filter

Use the Filter feature to narrow down the number of employees for selection.

Last Name

Enter the employee last name or partial last name for the employees you wish to display.

Search

Select the Search pushbutton to re-populate the results table using the information you entered in the Last Name field as a filter. For example, if you enter "P" in the Last Name field and select Search, all employees who are not already a member of the group whose last name starts with "P" will be displayed. If you select the Search pushbutton with an empty Last Name field, all employees who are not already a member of the group will be displayed.

Add to Employee Group

Select the employees that you wish to add to the group by clicking on the button to the left of the employee's name. (You can select multiple employees.) Then select the Add to Employee Group pushbutton. The Add Employees dialog will remain until you select Close.

The system will display the following message if you attempt to add an employee to a group when he already belongs to another group of the same type and you have selected the Restrict Occurrence checkbox in the Employee Group Types screen for this group type: "Because of the group's type, the selected employees may be transferred out of other groups. Do you want to continue?"

Close

Select the Close pushbutton to return to the Employees tab. If you added employees to the group, they will display in the table.

Select the More pushbutton to display the next set of employees. If you selected employees before selecting the More pushbutton, the system will display the following confirmation message: "Current selection of records will be lost. Do you want to continue?" If you select Yes, the next set of employees will display and the current selection will be cleared. If you select No, the current selection of employees will remain.

Delete Employees

Select the employee or employees that you wish to delete by selecting the checkbox(es) to the left of the row. Then select the Delete Employees function to delete the row(s).