Staff

Overview

The My Organisation interface provides for all the staff details to be captured, including payroll information, notes, and attachments.

Navigation: Main Menu > Setup > My Organisation

Table of Contents

List View

Buttons Explained

• Add Staff: Opens a form to add a staff member's details.

Filters Explained

• Active (checkbox): If checked only Active staff members are shown.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: The system-generated number for the staff member.

• Status: The status of the staff member. 

• Full name: The full name of the staff member.

• Code: The name by which the staff member is known.

• Cost Centre: The cost centre to which the staff member is allocated.

• Stage: The Production Stage for which the staff member is an operator.

• Position: The staff member's position. Positions can be created or edited from Menu (button) > Edit Positions.

• Email: The staff member's email address.

• Cellular: The staff member's mobile phone number.

• Telephone (H): The staff member's home phone number.

• Operator: A checkbox. If checked the staff member is an operator (e.g. in charge of a production stage or a machine).

• Rep: A checkbox. If checked the staff member is a sales representative.

• Image: The word Image.

• BOS User: Checkbox. If checked the staff member is a registered BOS Enterprise user.

Edit View

Buttons Explained

• Arrows: Navigates between staff members.

• Add: Adds a staff member.

• Delete: Deletes the current staff member's details if it has not yet been used.

• Save: Saves any changes.

• Menu: Layout.

• Close: Closes the Edit staff popup.

Fields Explained

• Title: A field to type the employee's title (e.g. Mr, Ms, Dr).

• First Name/s: A field to type the employee's first names.

• Surname: A field to type the employee's surname.

• Code: A field to type the name by which the employee is known.

• List as: A field to type the name that should appear on lookup lists.

• Status: The status of the employee as selected from the dropdown list. The options are: Pending, Active, Terminated.

• Mobile: A field to type the employee's mobile phone number.

• Tel - Home:  A field to type the employee's home phone number.

• Tel - Work:  A field to type the employee's work phone number.

• SMS:  A field to type the employee's phone number for messages.

• Email:  A field to type the employee's email address.

• Postal:  A field to type the employee's postal address.

• Street:  A field to type the employee's street address.

• Position: A dropdown list of positions to select one. Positions can be added or edited from the Menu button on List View.

• Cost Centre: A dropdown list of cost centres to select one.

• Sales Rep: A checkbox. If checked the employee is a sales representative.

• Operator: A checkbox. If checked the employee is an operator.

• Stage: A dropdown list of Production Stages, to select the stage for which the employee is an operator.

• Hourly Rate:  A field to type the employee's hourly rate.

• Image: A right-click context menu from where an image in .jpg or .png format can be uploaded. 

• Payroll (tab)

  • ID Number:  A field to type the employee's ID number.

  • Birthday: A calendar to select the employee's birthday.

  • Gender: A dropdown list to select Male or Female as the employee's gender.

  • Marital Status: A dropdown list to select the employee's marital status from this list:

    • Single

    • Married

    • Divorced

    • Widowed

  • Started: A calendar to select the date on which the employee started.

  • Probation: A dropdown list of positions to select the employee's position.

  • Termination: A calendar to select the date on which the employee was terminated.

• Note (tab): A field to type a note.

• Attachments (tab): A list of attachments. Attachments can be added using Add Attachment (button) and providing a link or selecting a file.

• User Fields (tab): If there are any custom user fields, they are displayed here. Else the tab is blank.

Related Topics

• Reference: My Organisation