Employees Form
In the Employees hub, use this form and its tabs to enter, view, and edit information for each employee in your company or enterprise.
Contents
Field | Description |
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Employee search | Use the search field to search for and select an existing employee to view or edit.
Click the filter drop-down arrow
on the left side of the search field, and select one of the following search types:
From the search results list, select the employee to display on the Employees form. If an employee is inactive or terminated, the search results list displays the employee name in gray to indicate that the status is not active. Hover over the name to display the status of the employee—Inactive or Terminated. If you have multiple companies, the name of the home company for an employee displays below the employee's name in the search results list. If an employee is associated with multiple companies, the search results display one employee record for each company that the employee is associated with. The associated company's name displays below the employee's name in the search results. When performing an Employee search from the Employees Hub or Reporting application or Employee Base dashparts, you can access all 5 levels of the Organization structure (Company, Discipline, Region, Local, and Team levels), as well as all Organization operators and their associated values for each organization level. Note: If your database has an
Employee field that contains the same description as that for the Organization level (for example,
Location), then only the first field will appear in the list of search results.
For information about creating and using searches, see the Search Vantagepoint help topics. |
x of x | Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
+ New Employee |
Click + New Employee to add an employee to the Employees hub. Enter information for the employee in the Summary pane and in the various tabs on the Employees form. This option is available if your security role has the access rights required for adding records. |
Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or change the order of the columns in the grid, click
to the right of the grid and use the Select Columns dialog box.
For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View. |
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After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system. | |
and | Click to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click to expand and display it. |
Employee Name | When you select an existing employee to view on the Employees form, the employee's name displays at the top of the form below the search field. The name includes the preferred name (if one is entered; if none, then first name), last name, and suffix. |
Company | The company that the employee is associated with displays below the employee's name. If you have multiple companies in Vantagepoint, the employee's home company displays below the employee name. |
Last modified date, time, and user | The last modified date, time, and user name display below the record's name to indicate when the record was last modified and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays. Note, however, that in rare cases, the name of a system process (for example, a conversion process related to a product upgrade) may display in place of a specific user name as the source of the last modification. |
Tabs | If you have multiple companies in
Vantagepoint and employees are associated with multiple companies, the following information applies for the tabs and fields in the Employees hub.
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- Related Topics:
- Display the Employees Form
You display this form in the Employees hub. - Employees Actions Bar
Use the options on the Actions bar on the Employees form to manage employee information. - Employees Summary Pane
The Summary pane in the Employees hub contains key information about an employee. - Employees Overview Tab
On this tab in the Employees hub, you enter, edit, and view an employee's information. - Employees Personal and Contact Details Tab
Use this tab in the Employees hub to enter, edit, and view an employee's personal and contact information, such as home address, phone, and social security number. - Employees Employment Details Tab
Use this tab in the Employees hub to enter and view an employee's job-related information that is important for human resources and project billing purposes. - Employees Accounting Tab
Use this tab in the Employees hub to enter, edit, or review an employee's accounting information, such as job costing, absence accruals, banking, external payroll, and provisional rates information. - Employees Payroll Tab
Use the Payroll tab to enter, edit, or review an employee's payroll information. - Employees Time & Expense Tab
Use the Time & Expense tab to specify timesheet groups, expense groups, default expense locations, timesheet administration levels, and more. - Employees Professional Tab
Use this tab in the Employees hub to enter an employee's education, credentials, skills, and resume text. - Employees Experience Tab
Use this tab in the Employees hub to add, view, and edit project experience for an employee. - Employees Activities Tab
Use this tab in the Employees hub to schedule and manage activities, such as meetings, phone calls, and other activities for an employee. - Employees Firms & Contacts Tab
Use this tab in the Employees hub to associate one or more firm or contact records with an employee record. - Employees Assets Tab
Use this tab in the Employees hub to view asset items that an employee is currently assigned to. - Employees Files & Links Tab
Use this tab in the Employees hub to attach files and add hyperlinks to external text and graphics files, web sites, email addresses, and so on for an employee.