To open the Employee entry form, click on Setup in the shortcut menu, then click Lists, then click Employees.
The Edit Employee form allows you to create a list of employees.
Employees are used in scheduling job items. To schedule a job item, you check the prompt for Scheduled Item, and then assign one or more employees (or other resources) to the item in the Edit Job Estimate form.
An employee can be scheduled to work on more than one job on a particular date, but if you do, the program will flag this as a conflict (displayed with a "C" on that date in the Edit Schedule form).
You can right click on days with a conflict to view information about the conflict, and to change the employee(s) assigned to the job item.
Aside from the standard prompts available on all forms, the Employee entry form has the following prompts:
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Last Name: |
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Enter the employee last name. |
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First Name: |
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Enter the employee first name. |
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Short Name: |
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Enter an abbreviated name. This is used in places (reports) in the program where there isn't enough room to display the employee's full name. |
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Labor Cost Rates: |
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Select the Labor Cost Rate(s) for this employee, or click Add to add a new labor cost rate. When you assign Labor Cost Rates to an employee, those cost rates appear in the list of labor cost rates available for that employee when you enter labor hours for that employee in the Labor Cost Rate entry form. When you select a labor cost rate in the Labor Cost Rate entry form, that cost rate is used to compute the actual labor cost. See the Labor Cost Rate entry form topic for more information. |
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Default Cost Rate: |
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Select the default labor cost rate for this employee, or click Add to add a new labor cost rate. The default labor cost rate is used to compute the actual cost of labor hours imported (from time sheet data) in the Import utility. |
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Pay Rates: |
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Enter this employee's unburdened pay rates. These are used in calculating the Workers Comp Gross Pay and Overtime Excess in the Labor Hours By Rate report. |
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Email Address: |
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Enter the employee's email address. |
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Phone: |
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Enter the employee's phone number. |
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FAX: |
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Enter the employee's Fax number. |
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Mobile: |
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Enter the employee's mobile phone number. |
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QB Employee: |
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Check this option to have this employee written to QuickBooks. |