Staff

Overview

The My Organisation interface provides for all the staff details to be captured, including payroll information, notes and attachments.

Info

The status only marks the staff member. It does not stop anyone from logging in.

Status	Description
Pending	The staff member does not appear in the lists of active staff.
Active	The staff member appears in the lists of active staff, for example the users who can approve checklist items, the Service Manager resources and the sales reps added to a budget.
Terminated	Marks the staff member as terminated. They do not appear in the lists of active staff.

Button	Description
Add Staff	Opens a form to add a staff member's details.

Filter	Description
Active (checkbox)	If checked, only Active staff members appear.

Field	Description
Field Chooser (*)	Add or remove columns.
ID	The system-generated number for the staff member.
Status	The status of the staff member.
Full name	The full name of the staff member.
Code	The name by which the staff member is known.
Cost Centre	The Cost Centre to which the staff member is allocated.
Stage	The Production Stage for which the staff member is an operator.
Shift	The staff member's shift (work shift).
Position	The staff member's position. Positions can be created or edited from Menu (button) > Edit Positions.
Email	The staff member's email address.
Cellular	The staff member's mobile phone number.
Telephone (H)	The staff member's home phone number.
Operator	A checkbox. If checked, the staff member is an operator (e.g. in charge of a production stage or a machine).
Rep	A checkbox. If checked, the staff member is a sales representative.
Image	The word Image.
BOS User	Checkbox. If checked, the staff member is a registered BOS Enterprise user.
Menu (...)	A submenu allowing entries to be edited or deleted.

Button	Description
Arrows	Navigates between staff members.
Add	Adds a staff member.
Delete	Deletes the current staff member's details if it has not yet been used.
Save	Saves any changes.
Menu	Layout.
Close	Closes the Edit staff popup.

Field	Description
Title	Enter the employee's title (e.g. Mr, Ms, Dr).
First Name/s	Enter the employee's first names.
Surname	Enter the employee's surname.
Code	Enter the name by which the employee is known.
List as	Enter the name that should appear on lookup lists.
Status	The status of the employee as selected from the dropdown list. The options are: Pending, Active, Terminated.

Contact:

Field	Description
Mobile	Enter the employee's mobile phone number.
Tel – Home	Enter the employee's home phone number.
Tel – Work	Enter the employee's work phone number.
SMS	Enter the employee's phone number for messages.
Email	Enter the employee's email address.

Addresses:

Field	Description
Postal	Enter the employee's postal address.
Street	Enter the employee's street address.

Company:

Field	Description
Position	A dropdown list of positions to select one. Positions can be added or edited from the Menu button on List View.
Sales Rep	A checkbox. If checked, the employee is a sales representative.
Image	A right-click context menu from where an image in .jpg or .png format can be uploaded.

Production & Timekeeping (tab):

Field	Description
Operator	A checkbox. If checked, the person is an operator for production planning purposes.
Stage	A dropdown list of stages to select the person's default stage. Only applies if the person is an operator. Helps to find tasks quicker in timekeeping.
Cost Centre	The default Cost Centre for which this person is an operator.
Shift	The person's shift for production planning purposes.
Rate (Hr)	The person's hourly rate. If a Cost Centre is selected and this field is left blank, the Cost Centre's rate is used.
Rate (Km)	The rate per km for this person.

Payroll (tab):

Field	Description
ID Number	Enter the employee's ID number.
Birthday	A calendar to select the employee's birthday.
Gender	Select Male or Female as the employee's gender.
Marital Status	Select the employee's marital status from this list: Single Married Divorced Widowed
Started	A calendar to select the date on which the employee started.
Probation	A dropdown list of positions to select the employee's position.
Termination	A calendar to select the date on which the employee was terminated.
Note (tab)	Enter a note.
Attachments (tab)	A list of attachments. Attachments can be added using Add Attachment (button) and providing a link or selecting a file.
User Fields (tab)	Any custom user fields appear here. Else the tab is blank.