Employees Actions Bar

Use the options on the Actions bar of the Employees form to manage employee information.

Actions

Click this menu to perform the following actions:

Field	Description
Find Field	Select this action to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists. In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the search field. When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.
Copy	Click this option to copy the currently displayed employee record to create an employee record. The information from the copied employee record prefills in the fields for the new employee record. Edit the prefilled fields, as needed.
Associate with New Company	If your firm uses multiple companies, click this option to associate the employee with another company. This is useful when an employee has a temporary work assignment with another company or experiences an employment change. When you associate an employee with additional companies, you create a separate employee record in the Employees hub for each company with which the employee is associated. For more information about associating an employee with another company, see Associate an Employee with Additional Companies.
Design	Select this action to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer provides two sections: A canvas area (on the left) that you use to view the design changes that you make to the form A list of tabs, fields, and properties (on the right) that you can define and add to the screen Click the in a field or tab to remove it from the form.
Delete	Select this action to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.

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Employees Actions Bar

Use the options on the Actions bar of the Employees form to manage employee information.

Actions

Click this menu to perform the following actions:

Field	Description
Find Field	Select this action to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists. In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the search field. When multiple matches are found, click or to page through the results on the form and its tabs. As you page through the field results, the hub form highlights a specific form field or the grid, lookup, or drop-down list that contains the specified field record. For more information, see Find a Field on a Hub Form.
Copy	Click this option to copy the currently displayed employee record to create an employee record. The information from the copied employee record prefills in the fields for the new employee record. Edit the prefilled fields, as needed.
Associate with New Company	If your firm uses multiple companies, click this option to associate the employee with another company. This is useful when an employee has a temporary work assignment with another company or experiences an employment change. When you associate an employee with additional companies, you create a separate employee record in the Employees hub for each company with which the employee is associated. For more information about associating an employee with another company, see Associate an Employee with Additional Companies.
Design	Select this action to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer provides two sections: A canvas area (on the left) that you use to view the design changes that you make to the form A list of tabs, fields, and properties (on the right) that you can define and add to the screen Click the in a field or tab to remove it from the form.
Delete	Select this action to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.