Toolbar of Employee Info Center

Use the toolbar options to work with employee records.

Contents

Field Description
Save Click this option to save your entries on the Info Center form.
New After you click this option, select one of the following:
  • Select New Employee to open a blank employee record. Use the blank record to create a new employee record.
  • Select Copy Current Employee to copy the current employee record to a new record. You can then edit the copied record to create a new employee record.
  • Select Select Employee to Copy to open the Employee lookup and select an employee record to copy. You can then edit the copied record to create a new employee record.
Delete Click this option to delete an Info Center record.
Print After you click this option, select one of the following:
  • Select Print Current Employee to print the current employee record.
  • Select Print Active Group to print all employee records currently active in the Employee Info Center.
  • Select Select Employee to Print to select the employee records you want to print.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

Merge After you click this option, select one of the following:
  • Select Merge Current Employee to merge data from the current employee record.
  • Select Merge Active Group to merge data from all employee records currently active in the Employee Info Center.
  • Select Select Employee to Merge to open the Employee lookup and select the records that you want to include in the merge.
Email After you click this option, select one of the following:
  • Select Email Current Employee to send a broadcast email message to the current employee.
  • Select Email Active Group to send a broadcast email message to all employees currently active in the Employee Info Center.
  • Select Select Employee to Email to open the Employee lookup and select the employee to whom you want to send a broadcast email message.
  • Select Email Template to open the Send Email dialog box and select a template to use for the email.
Detail View/List View Either the Detail View or the List View option (but not both) displays on the toolbar.
  • List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar.
  • Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.

The Info Center records that you select on the Standard lookup or the Advanced lookup in the Search field on the Info Center form display in the List View and Detail View.

If you use Vision Multicompany, the Employee Info Center only displays the employee's Home Company record in List View (and only if you have the appropriate Security access rights to that record). This may cause the number of employee records that display in the List View to be fewer than the number of records in the Detail View.

Photo After you click this option, select one of the following:
  • Select Update to open the Employee Photo Upload dialog box and add a photo to an employee record.
  • Select Clear to remove the current photo from an employee record.
Employee Review Click this option to review payroll wages and withholding deductions, expense checks, and other payroll data for the current employee. The current year and current quarter displayed on this form is based on the current W-2 year and W-2 quarter settings established in the Open New W-2 Quarter utility. You can only review the details of your own payroll data, unless you belong to a role with the appropriate security rights to view pay-related information for other users.

If you are using Vision Multicompany, the employee may be associated with more than one company. Vision displays the name of the company that you are viewing next to the employee name on the Employee Info Center header.

Help Click this option to display the online help.