Employee List

38 views April 17, 2017 jpajaro 0

Employee List

The Employees module can be found in the Back Office tab of the Navigation Menu:

employees list

Employee tab showing New Employee window

To create a new employee

  1. Open the “New Employee” window by pressing Ctrl+N in the Employee List, or right-clicking on the grid and selecting New from the menu. All yellow fields in the window are required information, while white fields are optional.
  2. On the Demographic tab, enter the employee’s ID number, first name, and last name.
  3. On the Contact Info tab, enter the employee’s home address (address Line 1, zip,city, and state).
  4. On the Employment Data tab, enter the employee’s classification (see: Employee Classes), their associated business unit, their area in this business unit and their employee type (Direct, General & Administrative, or Indirect).
  5. Fill in any other optional information desired, then click “OK” to save.

To connect an OFS User record to an employee

  1. Ensure the employee has an existing User record (see: Users) already.
  2. On the Employee List grid, create a new employee or navigate to an existing employee. Open the “Login” tab.
  3. Under the “System Login” field, find the Username assigned to the employee. Enter a PIN (used for electronic signatures of documents).
  4. Click “OK” to save.


Employee window on Login tab

To import an employee

  1. Open the “Import Employee List” window by pressing Ctrl+I, or right-clicking within the grid and selecting Import from the menu.
  2. Click the “Browse” button in the upper-right corner and select the Excel (.xls, .xlsx, .csv) file to import.
  3. Click the “Load” button next to the “Browse” button.
  4. Verify that the file contents are correct and without errors.
  5. Click “Import”. A progress window for the import will appear.
  6. Once the import process is complete, click “Done”.


Import Employee List

To add an employee to a work crew

  1. Navigate to the Work Crews screen (Front Office->Scheduling).
  2. Open the “New Work Crew” window by pressing Ctrl+N, or right-clicking on the grid and selecting New from the menu.
  3. Type in a name for your new crew and click “OK” to save.
  4. In the main grid, select the row containing the crew you wish to move employees into.
  5. In the “Crew Members” sub-tab below, click the “Are not members of the Crew” button.
  6. Use the filter row to easily locate the employees you want to add to the crew. Note that a single employee can only be on one crew at a time.

work crews

Crew Members tab displaying “Are not members of the Crew”