Employee Info Center Overview

The Employee Info Center contains information about the personnel who work for your company, its branch offices, and its consultant firms.

Use the Employee Info Center to maintain all employee information. This includes personal and accounting data, general descriptions of employee skills and experience, details about the clients and contacts with whom they work, the opportunities and projects that they work on, and related activities.

The employee records that you can access are dependent upon your role's assigned access rights in Security Configuration.

If you use the Multicurrency feature, employee cost and pay amounts display in the functional currency of the company associated with the current record. For example, if you are viewing a record associated with a French company, the amounts display in Euros.

Related Topics:

  • Employee Withholdings
    Your firm can calculate and track employee withholdings based on an employee's gross wages or the location where work is performed. Use the tax locale feature to track work based on where work is performed.
  • Timesheet Hours Calculation
    When an employee submits a timesheet for a given period, Vision first determines the number of working days within that period. The working days are based on settings from the Holiday Configuration form in General Configuration.
  • Associating Employees with Multiple Companies
    If you use the Multicompany feature, you can use the Employee Info Center to associate an employee record with more than one company. This is useful when you need to associate an employee with additional companies due to temporary work assignments or employment changes.
  • Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
    When an employee is associated with more than one company, Vision creates an employee record that corresponds to each associated company. When searching for employee records, you can use the Employee Quick Find or Advanced Search to filter the employee results.
  • Example: One Employee Associated with Multiple Companies
    If a single employee is associated with more than one company, search results include a separate employee record for each of those companies.
  • Procedures
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Procedures for Multiple Companies
    If you use multiple companies, some procedures in the Employee Info Center offer additional options.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview