To access the Employee module, click on the hamburger menu in the upper left of the main HEMS One window (1), then select the Information Lists menu (2), followed by the Employees submenu (3).
The Employee Record
The employee record is made up of six tabs: Employees, Address, Attachments, Certificates, User, and Team.
The Employee Record: Employees Tab
Initial: The employee initials.
Employee #: The employee number assigned to the employee.
Rate: The hourly labor rate for the employee.
Specialty: The work specialty of the employee.
First Name: The first name of the employee.
MI: The middle initial of the employee.
Last Name: The last name of the employee.
Start Date: The employee’s start date.
Department: The employee’s Department.
Location: The employee’s location.
Shift Name: The name of the employee’s work shift.
Termination Date: The termination date of the employee.
Storage Location: The storage location assigned to the employee (e.g. Van 3).
Approval Mgr: The approval manager for parts requests submitted by the employee.
Min Limit: The minimum limit of spending authority.
Max Limit: the maximum limit of spending authority.
Notes: This is an open text field.
- To add a timestamp to the Notes field, use the clock icon to the right of the field.
- To expand the Notes field, use the Show Expanded View magnifier icon.
- To use predefined text in the Notes field, use the Predefined Text list icon.
Active Box: If this box is checked, the Employee record is active.
Eng Emp: If this box is checked, the Employee can be assigned work orders.
Vendor: If this box is checked, the Employee record is a vendor.
Shared: If this box is checked, the Employee is shared between service areas.
The Employee Record: Address Tab
Office Phone: The Employee’s office phone number.
Home Phone: The Employee’s home phone number.
Fax: The Employee’s business fax number.
Beeper: The Employee’s beeper number.
Address: The Employee’s business address.
City: The city for the address.
State: The State for the address.
Zip: The zip code for the address.
Country: The country for the address.
Email: the employee’s email address.
The Employee Record: Attachments Tab
Use this tab to upload any attachment for the Employee record.
The Employee Record: Certificates Tab
Use this tab to view or add any defined Certificates on the Employee record.
To add a Certificate, click on the Add Certificates button and start typing in the Certificate field.
To edit a Certificate, click on the edit icon to the far-right of the certificate listing (1). To delete a Certificate, use the Delete icon (2).
The Employee Record: User Tab
Identification & Password
User Name: the username of the Employee.
Default Service Area: the primary service area for the Employee.
Password: the Employee password for accessing the application.
Permissions
Control: The permission group granted for what the Employee can control in the application. Use the Permissions button to see or assign the available options.
Menu: The permission group granted for what the Employee can see in the application. Use the Permissions button to see or assign the available options.
Login
Status: If the user is logged in, this box will be checked.
Security: If this box is checked, this Employee can assign security profiles to other users.
The Employee Record: Team Tab
Teams are groups of Employees. If a Team is assigned to a work order, every member of the team can see the assignment. Employees can be added to whichever defined Teams are applicable.
If the employee record is for creating a Team, the Team tab is used to define the Employees included on the Team.
The Team Title is a type-ahead field. The Update Team Information button allows Teams to be assigned to an Employee record. For Employee records that are Teams, the button can be used to manage the members for the team.