If the details of an existing employee are displayed, click on the ‘New’ button. The displayed details will be saved and a new blank record will be created.
The branch field will default to the branch selected in the top left of the Schedule window. If the branch displayed is not correct, select the correct branch from the drop down list.
Enter the employee’s Last Name
Enter the employee’s First Name.
Enter the employee’s Short Name; this can include letters, numbers or spaces only and it is recommended that a standard is defined. The short Name is used in the Schedule Data windows, WorkMonitor and other applications.
Enter the employees’ home address and Post Code; the County field is populated from a drop down list.
Enter the contact telephone numbers and Email address for the employee. (These details are also used for Messaging Functions)
The Service Period field will be populated by the application when the record is saved.
Enter the Start date for the employee.
Enter the End Date for the employee if known.
If you know the new employee’s PIN number, enter the value in the PIN field, if not click on the ‘Next Free PIN’ button and the application will generate the next available number from the database. The PIN number will be used by Work Monitor and other applications to validate the employee.
The Staff Number can be used to record a different identifier for the employee that can provide links with other applications, e.g. payroll.
The EmployeeService field is an optional field that will only be displayed if the database setting – EmployeeServiceRef – has been populated with the field name to be displayed in the window. If you wish to use this field, please contact Customer Support.
Enter any relevant information about the employee in the Notes field.
Click on the ‘Save’ button to save your data. The record will be saved and the new employee will now be displayed in the list on the left of the window and a photo holder will be displayed, see below.
You can now attach a photograph to the employee’s record.
Click on the photo holder and the application will display the Upload
Employee Photo window.
If you know where the photo is stored, type in the address. Alternatively click on the ‘Browse’ button, navigate to the correct directory and select the photo, the location will then be displayed on the field.
Click on the ‘Upload’ button to copy the photo to the application database.
Click on the ‘Close’ button to return to the Details window.
Click on the ‘Save’ button and the photo will now be displayed.