Add

Click to add employees. The Employee Tab, Address Tab, Mailing Tab, and Properties Tab appear. Refer to Field Descriptions for those tabs for more information.

Find

Enter the first few letters or numbers to search for in the field (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below.

Go

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Employee ID

The identification of the employee. Click this column title to sort the list.

Employee Name

The name of the employee. Click this column title to sort the list.

Active

The status of the employee. The following statuses are possible: Yes (Active) or No (Not Active). Click this column title to sort the list.

Documents

One of the following icons appears in this column:

No documents are currently stored for the employee. Click the icon to upload documents for the employee.

At least one document is currently stored for the employee. Rest your mouse pointer on the icon to see the number of documents stored. Click the icon to view, add, or delete documents.

For more information, refer to the Documents Tab instructions.

Delete

Click to delete an employee record.

Use this tab to add or edit general information about an employee.

Fields

Note

An asterisk (*) indicates a required field.

Employee Detail Link

Select this link, which displays above the tab, to display the grid again. Otherwise, complete fields on the tab.

Employee ID *

Enter an employee ID; for example, an employee number or code.

Active

The employee status defaults to checked, indicating Active status.

Click the check box to remove the checkmark if the employee is not active.

First Name / MI / Last *

Enter the employee's first name, middle initial, and last name.

Birth Date

Enter the employee's birth date using the format mm/dd/yyyy. Or use the Calendar Button to select a date.

The birth date cannot be a future date. If a future date is entered, a warning message displays.

Gender

Select a gender from the drop-down list.

SSN

Enter the employee's nine-digit social security number. Do not use dashes.

D/L #

Enter the driver's license number of the employee.

Hire Date

Enter the employee's date of hire using the format mm/dd/yyyy. Or use the Calendar Button to select a date.

The hire date cannot be a future date. If a future date is entered, a warning message displays.

Rate

Enter the employee's normal hourly rate.

O/T Rate

Enter the employee's overtime hourly rate.

Comments

Enter free-form comments.

User Name

This field is reserved for future use.

Cancel

Click to stop without saving changes.

Save

Click to save your changes.

Use the tab to add or edit address and contact information for the employee.

Employee Detail Link

Select this link, which displays above the tab, to display the grid again. Otherwise, complete fields on the tab.

Address

Enter the physical address where the employee lives.

Zip / City / State

Enter the zip code, city, and state in which the employee's address is located.

Contact/Title

Enter the title of the contact person for this employee; for example, enter Mr., Ms., Mrs., and so forth.

Contact/First Name/M.I./Last Name

Enter the first name, middle initial, and last name of the contact person for this employee.

Contact/Suffix

Enter any applicable suffix for the contact person for this employee; for example, Jr., Sr., and so forth.

Phone

Enter a phone number for this employee, using the format three-digit area code + seven-digit phone number.

Fax

Enter a fax number for this employee, using the format three-digit area code + seven-digit fax number.

Email

Enter the email address for this employee.

Cancel

Click to stop without saving changes.

Save

Click to save changes.

Use the tab to add or edit mailing address and contact information for the employee.

Employee Detail Link

Select this link, which displays above the tab, to display the grid again. Otherwise, complete fields on the tab.

Same as main address

Check this box and the information from the Address tab fills the fields on this screen.

Address

Enter the physical address where the employee lives.

Zip / City / State

Enter the zip code, city, and state in which the employee's address is located.

Contact/Title

Enter the title of the contact person for this employee; for example, enter Mr., Ms., Mrs., and so forth.

Contact/First Name/M.I./Last Name

Enter the first name, middle initial, and last name of the contact person for this employee.

Contact/Suffix

Enter any applicable suffix for the contact person for this employee; for example, Jr., Sr., and so forth.

Phone

Enter a phone number for this employee, using the format three-digit area code + seven-digit phone number.

Fax

Enter a fax number for this employee, using the format three-digit area code + seven-digit fax number.

Email

Enter the email address for this employee.

Cancel

Click to stop without saving changes.

Save

Click to save changes.

This tab displays when you are assigning property access rights to users or groups. Use this tab to grant access to properties.

Employee Detail Link (above the tab)

Select this link when you want to display the Employees grid again.

Find Button

Enter the first few letters or numbers to search for (or select from a drop-down list if one displays), and then select the Find button. The items that are the nearest match to your entry display in the grid below. Click column titles to sort the list further.

Go Button

Use the Page field anplay additional pages when the list of entries in the grid is longer than one page.

Property ID

The property identification. Click the column title to sort the list.

Name

The property name. Click the column title to sort the list.

Select

Select or clear the check boxes to allow or deny an employee or vendor access to the properties. You can select and clear multiple boxes.  

To grant a user or an employee or vendor access to the property, select the check box in the Select column. To select all, select the box in the column heading.

To deny a user or an employee or vendor access to the property, clear the check box in the Select column. Or, to deselect all, clear the box in the column heading.

Save

Click to save changes

Cancel

Click to exit without saving changes.

1. From the eService menu, select Setup—Employees.
2. Click Add.
3. Complete the tabs to add the record. Refer to the field descriptions for help.
4. Click Save.

1. Select the Employee ID for the employee record you want to edit. The employee record tabs display.
2. Use the following field lists to edit the record. Refer to the field descriptions for help.
3. Click Save. The Employees tab displays again.

1. Click the Delete icon for the employee record you want to delete. The record tabs display.
2. Click Confirm Delete. The Employees tab displays again.