Employees
The Employee form is used to store all the detailed information about your Employee including address, phone, employee information and other key information. You can be as detailed as you feel necessary since most of the fields are not required to be filled in. Employees are normally all the people that work at your company.
You will notice at the top of this form six tabs, which help group the employee information better. It is like having six forms connected together for each employee. You will also notice that the Employee ID, Company and Social Security fields at the top of the form remain there in all the tabs so you always know what employee you are working on when switching between the tabs. The six tabs are listed below and described in detail in other areas of the documentation.
The General Tab shows you general employee information.
The Detail Tab shows all other related employee data that could not fit on the General tab.
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use.
The Activity Tab shows you all the completed and scheduled activities for the employees. see Schedule Activity
The Notes Tab shows you notes that you have recorded about your employees, and, it contains a special directions feature.
This form can be used to add or edit records in the employee form. To add new employees, simply click the New button at the bottom of this form. If you need to edit existing employees, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new employees.
The record navigation buttons at the bottom of the form are used to move from one employee to another. It also displays how many records are in the employee form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You can use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The Time Sheet button will open the Weekly Timesheet form, which displays the selected employees time card.
The History button opens the related History of the Employee with regards to Invoices, Customers, and Commissions.
The Schedule button shows you all the completed and scheduled activities for the customer.
The New button will clear the form to allow a new employee to be added.
The Delete button will delete the selected employees.
The Find button will allow you to Find your employees.
The Duplicate button will create a duplicate record of a specific employee.
The Convert button will convert the Employee to a Sales Rep.
The Initiate Paycheck button will enable you to start the process of creating the paycheck.
The Close button will close the Employees form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Employees form.
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