Employees Form
In the Employees hub, use the tabs of this form to enter, view, and edit information for each employee in your company or enterprise.
Contents
Field | Description |
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Find employee | At the top of the Employees form, enter a partial or complete name or number in the
Find employee lookup field to find and select an existing record or set of records that you want to view or edit.
If more than one record is returned, the default () Active Only toggle appears at the bottom right of the drop-down list. To filter the search results to return only active records, click the Active Only toggle to the On position (). Vantagepoint returns only active records in the drop-down list. The Active Only toggle setting will be preserved across sessions until you change the setting again. Your current record selection is preserved even if you switch from one hub to another. For example, if you are working in the Projects hub and then switch to another hub, when you return to the Projects hub your current project record selection is still available. For information about creating and using searches, see the Search Vantagepoint help topics. |
Search Navigation Controls |
The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays a saved confirmation message and the New Records label () is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field, search on the hub or application form, or navigate away from the form, the New Records label reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records. |
Saved Searches List |
To filter the list of employee records, select one of the following search types:
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x of x |
Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results. |
Click the
List View icon to see the list view of the form. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare, update, and save multiple records at one time because you do not have to open individual records.
To add or remove columns, or to 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. Each grid toolbar also provides access to options for printing grid data, exporting data, and grouping by column. To maximize a grid to a full-screen display, click . This expanded view reduces the need to scroll through long lists of records. Click this option again to return to the standard grid display. For more information, see Maximize the Grid View. For more information about working in list view, see Use List View. You can also enable the Explicit Save in List View (Opt-In Available) feature ( ). This feature disables the auto-save feature and enables you, while working in list view, to quickly update grid column information for multiple records. To save your changes, click the Save button. You can choose to opt in to this feature for the Vantagepoint 7.0 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users in a future release. For more information, see Opt-In Feature Overview. After all validated record changes are saved, a success message appears in the title bar. For deleted records, a confirmation message appears prompting you to either select Delete or Cancel. When one or more records fail, Vantagepoint displays a dialog box that contains a list of all the invalidated records that may provide error descriptions and suggestions on how to correct errors. For more information, see Saving Your Work and Enable the Explicit Save in List View Opt-In Feature. With the appropriate security role access, you can use also the Bulk Update feature when you are working in list view. This enables you to edit multiple hub records that require the same update with one action. For example, if the supervisor for a group of employees is changing, use the Bulk Update option in the Employees hub to change all of the employee records at one time. For more information, see Use Bulk Update to Update Multiple Records. Important: When you select the Bulk Update option, all saved records are permanently updated in your database. To reverse these updates, you must manually roll back each record. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
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Click the Detail View icon to view and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, detail view is used by default when you open hub forms and some other application forms. This is the view described in most help topics. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View. |
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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. |
+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. |
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 use multiple companies, 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. In rare cases, the name of a system process, such as a conversion process related to a product upgrade, is displayed in place of a specific user name as the source of the last modification. |
Tabs | If you use multiple companies in and any employee is associated with more than one company, 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 of 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.