Employees Overview Tab

On this tab in the Employees hub, you enter, edit, and view an employee's information.

After you click the add record option on the form to add a new record to the hub, enter information in the fields on this tab and click Save. To edit information on this tab after you save a new record, hover over a field name and enter or select a new value or use the edit dialog box to make changes. After the appropriate fields update, save the record. Some fields, such as calculated fields, cannot be edited.

The field descriptions in this topic describe how to enter information for a new record.

Name and Background

Field	Description
First Name	Enter the employee's first name.
Middle Name	Enter the employee's middle name or initial.
Last Name	Enter the employee's last name.
Preferred Name	Enter the employee's preferred name.
Salutation	Select the salutation for an employee, such as Mr., Mrs., and so on.
Suffix	Select the suffix, such as Sr. or Jr., to use with the employee's name. Your system administrator defines the list of suffixes in Settings > Labels and Lists > Lists.
Professional Suffix	Enter the professional suffix to use with the employee's name, such as CPA.
Full Name	This field displays after you initially enter an employee and save the employee record. This is the employee's full name, including their salutation, preferred name (if one is entered; if not, the first name is used), middle name, last name, suffix, professional suffix, and title.
Firm	Select this checkbox to specify that the employee is a firm and does not work for your enterprise. Selecting this checkbox allows the employee record to be used for proposals. This checkbox displays if you use Vantagepoint CRM. You cannot select the Firm checkbox if the Approve for Use in Processing checkbox on the Accounting tab of the Employees form is selected for the employee. When you select the Firm checkbox, the following apply: The Organization field in the Summary pane of the Employees form is replaced with a Firm field. Enter the firm that is associated with the employee. You cannot select the Approve for Use in Processing checkbox on the Accounting tab of the Employees form for the employee. If you have multiple companies and you select this checkbox: For a new employee record, the employee can be associated with only one company. Selecting this checkbox updates the employee record's Home Company field in the Summary pane to match the active company. You cannot change this field. For an existing employee record, you can select the Firm checkbox only if the Home Company matches the current active company. For an existing employee record that is associated with more than one company, Vantagepoint displays an error message that prompts you to remove the related company records before you can select and save the Firm checkbox settings. If you are unable to remove the related company records (because postings have occurred), you cannot make the existing employee record a firm.
Talent Management User ID	This field displays when Vantagepoint is integrated with the Talent Management application and a Talent Management User ID has been populated by the integration. Talent Management assigns a value for this field when the Vantagepoint employee record is synchronized with the Talent Management user record.

Employee Information

Field	Description
Previous Years With This Firm	Enter the number of years that the employee previously worked for your company if the employee worked for your company, then left, and was rehired. This is the previous number of years that they worked for your company prior to the date that you enter in the Hire Date field.
Total Years With This Firm	This is a calculation of the total number of years that the employee has worked for this firm: (Number of years between the Hire Date and Termination Date) + (Previous Years With This Firm).
Years With Other Firms	Enter the number of years that the employee worked for other companies.
Total Years Experience	This is a calculation of the total number of years of experience that the employee has at your company plus other companies: (Total Years With This Firm +Years With Other Firms).
Available To	This fdisplays if you have both the Accounting and CRM modules. CRM Users: Select this checkbox to allow users with a CRM type security role to view and select this employee record. A CRM type security role has the CRM checkbox selected for Type of Role in Settings > Security > Roles. Accounting Users: Select this checkbox to allow users with an Accounting type security role to view and select this employee record. An Accounting type security role has the Accounting checkbox selected for Type of Role in Settings > Security > Roles.
Language	Use this field to select a language to be used in workflow alert or email messages that are configured with a specific language. If a workflow is not configured with a specific language, the workflow alert message is sent without regard to the language specified in this field. Therefore, if you use only one language in your database, you can leave this field empty and configure your workflows with no language specified. You configure all workflows except those for approvals in Settings > Workflow > User Initiated Workflows or Settings > Workflow > Scheduled Workflows. You configure approval workflows in the desktop application, in Settings > Workflow > Approval Workflows.