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--- office:employee_management:manage_employees [2010/08/12 16:37]
maryrajah created
+++ office:employee_management:manage_employees [2018/12/23 12:11] (current)
@@ Line 1: / Line 1: @@
 ====== Manage Employees ======
-===== General Information =====
+===== Employee Toolbar =====
-Keep track of your employees personal information, and keep short notes. Once you create a new employee you can add multiple positions to the employee. When the employee clocks on they will either be prompted to choose their position, or if you use the labor scheduler their assigned position will be chosen. Set the primary position to be the highest position if you add new positions to the employee.
+**Save** : Allows to save all information entered for a specific employee\\
+**Delete** : Allows to delete an employee record\\
+**Terminate** : Allows to terminate an employee from work\\
+A snapshot of the manage employee screen is shown below in Fig 1:
 {{:office:employee_management:emp-demographics.jpg|}}
-===== Employee Scheduling =====
+//Fig 1: Employee : Manage Employees//
-Here you assign the shifts the employee will be available to work. If there are no shifts available you will first need to create them. Review the Labor Scheduling chapter.
+==== Demographics ====
-Scheduling creates and manages employee schedules:
+The employee demographics lists all important information specific to an employee. Employee specific details such as first name, last name ,title, address, phone, cell phone and email address can be input from this section of the employee dialog box. Once you create a new employee you can add multiple positions to the employee. You can also assign the employee's job position and the person he/she reports to. Set the primary position to be the highest position if you add new positions to the employee.
-  * Create Templates of Schedules
-  * Quickly project labor costs
-  * Control what employee's can clock in
-===== Employee Security =====
+It is always good to keep track of your employee information and enter short notes for easy retrieval of important details specific to a employee.
-This section provides access to the PIN Code and Office Password.
+==== Employee Security ====
-Security settings allow  a user to have a magnetic security card for terminal access. Use this to prevent password theft.
-===== Employee Time Clock History =====
+All secure information such as POS and Office password, Social Security Number, DOB, Hire and termination date are stored in the this section. Security settings allow  a user to have a magnetic security card for terminal access. Use this to prevent password theft.
+A snapshot of the security section in the manage employee dialog box is shown below:
+{{:office:employee_management:guide_employee1.jpg|}}
+//Fig 2: Manage Employee : Security//
+==== Employee Payroll ====
 You can view the employees total time history here. Use this section  if you need to go beyond the payroll periods listed from the payroll periods screen.
-The time clock provides several reports that for oversight of expense:
+=== Options ===
-Employee reports, reports grouped by employees for a period.
-Daily reports, reports that hold the total hours worked and payroll expense for each employee.
+**Filter Payroll** : Allows to filter payroll based on dates chosen in the from and to fields\\
-Summary report for the days of a period (summary reports show the number of hours open and the total payroll expense without showing the employees that worked.)
+**View All** : Allows to view payroll from the initial date to the present date of employment\\
+**Print Report**: Allows to print a report of the payroll\\
+**Preview Report** : Allows for report preview of the payroll\\
+A snapshot of the payroll screen in the manage employees dialog box is shown below:
+{{:office:employee_management:guide_employee2.jpg|}}
+//Fig 3: Manage Employees : Payroll//
+===== Employee Scheduling =====
+In Employee Scheduling, assign the shifts the employee will be available for work. If there are no shifts available, you will first need to create them. Review the Labor Scheduling chapter. Labor Scheduling Chapter -YTBE
 ===== Employee Time Off =====
 This section is a history of time off requests made by the employee.
+A snapshot of the time off screen is shown below:
+{{:office:employee_management:guide_employee3.jpg|}}
+//Fig 5: Manage Employees : Time Off//

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