Employees Form

In the Employees hub, use this form and its tabs to enter, view, and edit information for each employee in your company or enterprise.

Videos: See related videos below

Contents

Field	Description
Employee search	Use the search field to search for and select an existing employee to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: Active: Display a list of all active employees. All: Display a list of all employees (both active and inactive). Mine: Display a list of employees whom you supervise (these employees have your name entered in the Supervisor field on the Summary pane of the Employees hub). My Searches : Display a list of employees that are not shared with others. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of employees shared with other team members or roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Searches: Display a list of employees based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for employees. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Employees hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. From the search results list, select the employee to display on the Employees form. If an employee is inactive or terminated, the search results list displays the employee name in gray to indicate that the status is not active. Hover over the name to display the status of the employee—Inactive or Terminated. If you have multiple companies, the name of the home company for an employee displays below the employee's name in the search results list. If an employee is associated with multiple companies, the search results display one employee record for each company that the employee is associated with. The associated company's name displays below the employee's name in the search results. When performing an Employee search from the Employees Hub or Reporting application or Employee Base dashparts, you can access all 5 levels of the Organization structure (Company, Discipline, Region, Local, and Team levels), as well as all Organization operators and their associated values for each organization level. Note: If your database has an Employee field that contains the same description as that for the Organization level (for example, Location), then only the first field will appear in the list of search results. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ 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.
	Click the Switch to List View icon to see the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. To add, remove, or 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. For more information about working in list view, see Use List View.
	After you have switched to list view, click the Switch to Detail View icon to see the detailed view of the form. Detail view is the view that displays by default when you open a form for the first time; thereafter, the view that was active when you closed the application will display the next time that you display the form. In detail view, all fields are displayed on tabs on the form. The detail view is the one that is described in help topics in the Help system.
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.
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 have multiple companies in Vantagepoint, 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. Note, however, that in rare cases, the name of a system process (for example, a conversion process related to a product upgrade) may display in place of a specific user name as the source of the last modification.
Tabs	If you have multiple companies in Vantagepoint and employees are associated with multiple companies, the following information applies for the tabs and fields in the Employees hub. The data that you enter on a tab applies to the company that the current record is associated with. The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record. The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time & Expense tab of the Employees form. If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected on the General tab of My Preferences, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Videos

Title	Description
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM	Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.