Maintain: Project employee
[Project: Master data, Maintenance, General, Employees]
Employee
Enter a unique code, followed by the name of the employee that you want to create.
General tab
Search code
Enter a related code/word to be used when searching for the particular employee.
Initials
Enter a short abbreviation of the employee's name.
Address
Enter the residential address for the employee you are creating.
Postal code
Enter the postal code of the area where the employee is staying.
City
Enter the city name where the employee is staying.
Country
Enter the country where the employee is staying.
Language
Enter the language spoken by the employee.
Telephone
Enter the telephone number of the employee.
E-mail
Enter the email address of the employee.
Room
Enter office room number of the employee where he/she is located.
Extension
Enter office phone extension number of the employee.
Cost center
You can create cost centers to indicate where certain expenses have incurred in your organization. You can link a cost center to each employee and piece of machinery you have. When you make project entries for the work performed by this employee, the cost center linked to the employee in the project group will be suggested. The suggestion can be changed. Enter the cost center to which you want to allocate the costs and revenue of this employee.
Department
Select the department which the employee belongs to.
Position
Select the position of the employee. If you link a position to an employee, the rates entered for the relevant position may be used to calculate expenses and revenue depending on what you have defined in [Project: File, Company settings, Project rate priority].
Create user
When creating a new employee, you can indicate if an Exact Financials user should also be created. Please note that Exact Financials users are company independent and project employees are company dependent. If you enabled this setting, the new user is created as Exact Financials as well with the same properties as the user defined in the project settings.
Extra tab
Date employed
Enter the date on which the employee starts to work.
Departure date
Enter the date on which the employee stops working.
Contract time
You can enter the number of hours agreed upon as regular working week for an employee. Enter the correct number of hours or leave this field blank.
Fiscal ID
Enter the fiscal identity number of the employee.
Job level
You can enter the employee level. The level indicates the status of the ability and tasks of the employee.
Block
If you enable this setting, the employee is blocked. He/She can no longer create entries.
Capacity
Enter the capacity of the employee. For instance the amount of hours in a week the employee can work. When you make employee (Hour) entries, the number of hours will appear as default in 'Check'.
per
Enter the unit in which the capacity will be expressed.
Currency
Enter the currency in which the rates of the employee will be expressed.
Internal rate
Enter the rate to be used for expenses. To ignore this rate, you can enter a '?'.
External rate
Enter the rate to be used for invoicing. To ignore this rate, you can enter a '?'.
User ID
Enter the code the employee uses to log into Exact Financials.
Properties tab
In Exact Finance, you can create properties in [Finance: Tables, Maintenance, Properties]. In Exact Project, you can link these properties to an employee and give them a value. Only properties created for the 'Employee' entity type can be linked to an employee in Exact Project. You can click the 'Add' button to link properties to the employee or 'Delete' button to delete the properties. The availability of columns for you to enter information is dependent on the type of property selected.
Documents tab
You can click the 'Add' button to link documents to the machinery or 'Delete' button to delete the documents.
Matrix for data entry
Category code: External
Select an external category of the document to be linked to the machinery. You can create external categories in [System: Setup, Documents, External categories, Maintenance].
Description
Enter a description of the linked document, if required.
Path: Complete
Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.
Project Manual >
Contents >
Defining settings and creating master data > Creating master data > Creating employees >
[Project: Master data, Maintenance, General, Employees]
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
17.991.484 |
| Assortment: |
Exact Financials
|
Date: |
19-11-2008 |
| Release: |
|
Attachment: |
|
| Disclaimer |