Employees Actions Bar

Use the options on the Actions bar of the Employees form to manage employee information.

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 Associate 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.
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.
Print

Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the Search dialog box that allows you to specify the record or record selection you want to print before generating and printing the report. See Select a Print Option to Print Records for a Report.