Employee Records contain information about any employee and can be detailed or simple depending on your organization’s needs. The Employee record is also tied closely to Maintenance as these employee records are used to populate the Issue To field and every Mobile user must be linked to an employee record.
Navigation
To get to Employee Entry go to:
- Module
- Employees
- Employee Entry
Creating an Employee
The top section of the screen has all of the Mandatory Fields:
Employee # – this will be the identifier for the Employee Record. It can be made up of letters, numbers, and dashes. Note: Some clients use actual employee numbers for this, but that is not necessary.
Employee Status – There are 2 employee statuses in Directline, Active and Inactive. When an employee leaves or retires, set their employee entry to inactive. Since most employee searches in the system default to searching for active employees, this will remove them without losing historical data.
Surname – Type the Employee’s last name
Given Name – Type the Employees First Name
Tabs
- General
- Wages, Entitlements
- Required Training
- Training History
Here we can set some defaults for the employee.
Use this page to enter employee wage info. This can be used to calculate labor costs for work orders.
This tab can also be used to record scheduled time off, and vacation and sick day entitlements.
This page displays the employee’s training assignment. fill this table by adding the user to a Job Classification in the Health and Safety Training module. (Contact Support for more information on how to do this)
Required Courses/Training, this list will be filled with all courses linked to the training assignments listed above.
Here will be all the Courses this employee was marked as having completed. this could be from the Course attendance recording or by clicking the Add Training button at the bottom of this tab.