Personal tab

This Help File Page was last Modified on 11/15/2017

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Navigation:  Security & Access Management > Employees >

Personal tab

This Help File Page was last Modified on 11/15/2017

To open the Employee Form:

a)From the Backstage Menu System Select Maintenance and Choose Employee to access this Employee Form, or

b)From the Quick Access Menu, Select Maintenance and Choose Employee to access this Employee Form.

The Personal tab will be displayed by default.

 

HelpFilesNewEmployee

Blank Employee Form - Personal tab

 

Click the HelpFilesNavigationMenuNewIcon on the Navigation Menu to enter a new record in the Employee table. 

Fields boxed in Red are mandatory.

The record can not be saved unless the mandatory information is entered.  

Although the fields boxed in Red constitute a valid record, it is recommended that you complete the Personal tab at a minimum.

 

Code - Enter a Code - think of it as their Employee Identification Code - to represent this Employee

Up to four alpha characters plus dashes, underlines and spaces are allowed.

Typically, you should use their initials.  Do Not Use Numbers in the Employee Code.

 If a duplicate would result, add another character at the end (ABC, ABCZ, ABCY, ABCX, ETC.).

 

Type - Using the Drop-Down Selection List provided, select a Type classification from the options listed below.

Administration - for key staff such as those Employees responsible for accounting operations, are a job manager, and/or perform other important management level functions

All - for Employees who may be involved in any/all phases of the business

Operator - for Employees who primarily perform Central Station Monitoring functions

Sales - for Employees who are classified as Salespersons.

Technician - for Employees who are Service Technicians.

 

Job Manager? - Check this box if the Employee has been assigned the classification Type of All or Administration, and is an individual who may be assigned the duties of a Job Manager within the Inventory Tracking & Job Costing System,

The Lead Technician assigned to Service Requests in the Service Tracking System is identified as such by being the first Technician assigned to that Work Order.  

However, the Lead Technician is not a Job Manager,

Therefore, a Technician Employee Type may not be identified as a Job Manager in the Inventory Tracking & Job Costing System,  

Job Manager must be assigned a Type of either All or Administration.

Employees should only be identified as a Job Manager if they actually Manage a Job in the Inventory Tracking & Job Costing System,

 

Employee Address - Enter the Name and Address of this Employee.

 

HelpFilesEmployeeFormEmployeeAddress

Employee Form - Employee Address

 

Name - Enter the Name of the Employee

Street - Enter the home address of the Employee

CityStateZip - Enter as appropriate.

 

Employment Record fields (explained below):

Begins - Using the Drop-Down Calendar/Date Entry field provided, Choose the Date of Hire.

a)Click on the As Of Date field and type in the desired Date using a MM/DD/YYYY format; or

b)Use the Drop-Down Calendar/Date Entry field provided to Choose the desired Begins Date

Note: This is the absolute minimum amount of information that may be entered to establish an Employee record.

 

Ends - Caution - The Ends field is not to be completed until the Employee is terminated or quits.  

Entering an Ends date automatically removes the Log In access for that terminated Employee.

To reinstate an Employee who previously had an Ends date entered, you must reenter the Employee's User Name and Password in Add/Delete Users.

Click the HelpFilesNavigationMenuSaveIcon on the Navigation Menu to save the record, or Click the Cancel Icon to cancel the entry.  

 

Complete the remaining fields on the Personal tab.  

Once you've saved an Employee record with the minimal information outlined above, there are additional fields which may need to be completed.

Complete as much, or as little, of this information as may be necessary, based on the duties and responsibilities of this Employee.

 

HelpFilesEmployeeOtherInfo

 

Note: Certain fields are Secured Fields and can only be accessed by Users that have Access Rights to Encrypted Data Edit/Entry fields.

SSN - Click the Ellipse HelpFilesEllipseButton button and enter the Social Security Number for this Employee.

 

HelpFileEmployeePersonalTabSSN

Employee - SSN

 

DOB - Click the Ellipse HelpFilesEllipseButton button and enter the Date of Birth of this Employee.

 

HelpFilesEmployeePersonalDOB

Employee - Birthdate

 

Phone - Enter the Home Telephone Number of this Employee.

If no Area Code is required, enter the seven (7) digit telephone number (it cannot start with a 1)

If 10 digit dialing is in effect - no "1"prefix is needed, but you do need to dial an Area Code as part of the telephone number:

oPress the <Space Bar> first.

oThen enter the three digit Area Code.

oFinally, enter the seven digit Telephone Number.

oCorrect formatting will be applied automatically.

Long distance Telephone Numbers (with a "1" prefix) are entered as such, and the appropriate formatting parentheses and dash is applied automatically.

 

Cell - Enter the Cell Phone Number of this Employee following the instructions above.

IP Phone Ext - If a specific IP extension number is required to contact this person at the Phone number entered above, provide that extension number here.

E-Mail - Enter the E-Mail Address for this Employee.

If your Company is using the Commissions Tracking System and this Employee is eligible to receive Commissions:

Note: Only those Employees whose Employee Type (see the Type field information above) is Sales, Technician, or All is Commission Eligible and only they are assigned a "Dollar" Value to one or both of these fields.

Commission Base Rate - Enter the minimum "Dollar" Value of the Commission that this Employee will earned for each Commission Eligible Sale.

oSalespersons are assigned a Commission Base Rate (the Amount of Commission automatically earned for each new Sale) and the Value of Commission Points (added or subtracted based on the type of change to a fixed price Proposal Package) to determine the largest part of their Commission earnings for the Sales they make.

Commission Point Rate - Enter the "Dollar" Value of each Commission Point they may "Bank".

oTechnicians are only assigned the Value of Commission Points (that are Banked for the Sale of additional, extra cost items sold during the Installation) which will ultimately determines the net Commission earnings of their Add-On Sales for the Installations they have completed.

 

Pager Information fields (explained below).

Pager Information - These fields are used with the Paging capabilities provided in the Communications Module

 

HelpFilesPagerInformation

 Page Information for Communication Module users

 

Service - Click the Drop-Down Selection List provided, choose the appropriate paging Service Provider.

Unit - Enter the Pager Unit number assigned to their Pager.

E-Signature - This Signature field provides the ability to enter an Electronic Signature for this Employee; but the Electronic Signature Form is accessible by Clicking the E-Signature HelpFilesEmployeeFormPersonalTab-E-SignatureIcon Icon.

This E-Signature Icon is only active when a User has been given the appropriate Access Rights to the Electronic Signature Form

These Access Rights are provided by including the Electronic Signature Form in the Employee Group to which the Employee is a member (in the Security Access Group field within the Security tab of their Employee Form), or by specifically adding the Electronic Signature Form to the User Access Rights Form for this User.

 

Creating an Electronic Signature:

The Electronic Signature Form is displayed when you Click theE-Signature Icon.

 

HelpFilesEmployeeFormPersonalTab-EmployeeSignatureDialog

Electronic Signature Form

 

Select A Font - By default, the Brush Script MT font is inserted; but you may use the Drop-Down Selection List provided to Choose from a list of Four (4) available fonts.

oTry as many as you like until you get the font that will best serve as Your Electronic Signature.

Type Your Name - Type your name the way you want it to appear as your Electronic Signature.

Signature - Your Electronic Signature is inserted by the system (based on the font your selected), as you type it.

OK - Click OK to accept this electronic signature entry.

 

HelpFilesEmployeeFormPersonalTab-EmployeeSignatureConfirmation

By clicking [OK], you agree that this electronic signature is the equivalent of your handwritten signature.

Do you accept this signature?

 

Yes - You must Confirm that this will be your accepted Electronic Signature.

It will be added to your Employee record.

 

Click the HelpFilesNavigationMenuSaveIcon to record this Employee information.

 

HelpFilesEmployee

Employee Form - Personal tab - Sample entry

 

Return to this Form at any time and Add to or Edit the information whenever necessary.

Use the Search Icon (or Press F2) to retrieve the Employee record that needs to be updated.

Then, simply enter the required changes.

Click the HelpFilesNavigationMenuSaveIcon to record the revisions, or HelpFilesNavigatorMenu-StandardCancelClick the Cancel Icon to cancel the edit

 

See the Security Tab which is used to establish the basic Access Rights for the Employee.

 

If the MKSASP - Automated System Action Plans Service is in use:

Create a fictitious Employee (as shown below) to be used to Log into the MKSASP application, and for identifying the Operator of record when posting the executed Action Steps in the Subscriber's Alarm History file (an example of which is shown below).

 

HelpFilesActionPlansMKSASPEmployee

Employee Form - Automated System Action Plan Employee

 

Only the Mandatory (Red boxed) fields need to be completed.

The Employee's Code is used to identify the "Operator" who performed the Automated System Action Plan Action Steps as the information is stored in the Subscriber's Alarm History file.

 

HelpFilesActionPlansMKSASPSignalDetail

Alarm History detail - showing Automated System assigned Employee Code