Ad Hoc tab (Employee form)

The Ad Hoc tab on the Employee form displays person-specific data received from an ERP system. You can also add these records manually. This data will be stored in the person_adhoc table and can be viewed on the Ad Hoc tab with a specific code name and code value.

See Also:

Ad Hoc Field Descriptions

Find an Ad Hoc Record

Add an Ad Hoc Record

Delete an Ad Hoc Record

 

Ad Hoc Field Description

Employee

Identifies the Employee Number selected on the Employee form.

Code Name

An ad hoc code name

Code Value

A unique ad hoc code value

Record Status

Identifies if the status is active or inactive. The default status is inactive.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find an Ad Hoc Record

  1. Click Main Menu > Employee Management > Employee.

  2. Select the Employee record you want to view.

  3. Navigate to and click the Ad Hoc tab on the lower half of the form.

    The existing Ad Hoc records appear.

 

Add an Ad Hoc Record

  1. Click Main Menu > Employee Management > Employee.

  2. Select the Employee record to which you want to add an ad hoc record.

  3. Navigate to and click the Ad Hoc tab on the lower half of the form.

  4. Click Add.

  5. Enter a Code Name.

  6. Enter a unique Code Value.

  7. Click Save.

 

Delete an Ad Hoc Record

  1. Click Main Menu > Employee Management > Employee.

  2. Select the Employee record from which you want to delete an ad hoc record.

  3. Navigate to and click the Ad Hoc tab on the lower half of the form.

  4. Select the record you want to delete and click Delete.

  5. Click OK to confirm the action.