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Configuring Employees Details

Configure Employees Details from the Employees field of the Main window.

To configure Employees Details:

  1. Select the Employees field in the Main window.

    Figure 2-1 Main Window

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    The All Employees Essentials Details window opens.

    Figure 2-2 : All Employee Essentials Details Window

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  2. Select the Add New Employee field in the All Employees Essentials Details window.

    Figure 2-3 Add New Employee Field

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    The Adding a New Employee window opens.

    Figure 2-4 Adding a New Employee Window

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  3. In the top pane of the Adding a New Employee window, enter the new Employee Details in the relevant fields:

    A message is sent to the Employees email, explaining how to use the program.

  4. In the bottom pane of the Adding a New Employee window. select the Position that the Employee will fill in the organization, according to definitions configured for Employees, by checking either the Primary or Secondary checkboxes in the selected position pane.

    NOTE: The Employee can fill more than one position.

    Example:In the Adding a New Employee window above, select the position of waiter , or select the positions of Waiter and Bartender, for the new Employee.

  5. Select the Rank that the Employee will fill in the position defined above, according to definitions configured for Employees ranks, by checking either the Primary or Secondary boxes in the selected rank of the chosen position pane.

    NOTE: The Employee can fill more than one rank.

    Example: In the Adding a New Employee window above, after selecting the position of Waiter for the Employee, select whether the Waiters rank is new, trained or experienced).

     NOTE: Employees positions and ranks are defined by the organization, according to definitions configured in Positions Skills and Level.

  6. Select either the Primary or Secondary Position that the Employee will fill in the rank by checking the relevant box.

    Example:in the Adding a New Employee window above, after selecting the position of waiter and rank of new for the Employee, select whether the chosen position is the Employees Primary or Secondary job in the organisation.

     NOTE: The Employees can fill both Primary and Secondary positions.

    Figure 2-5 Adding a New Employee Window

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  7. Select OK.

The Adding a New Employee window closes, and a new pane in the All Essential Employees Details window, with the Employees initial details as configured above, opens, in order to complete configuration of the new Employees details.

Figure 2-6 All Essentials Employees Details Window

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8. To complete configuration of the new Employees details, see Configuring Employees Details in the Positions and Skills Field



 

Configuring Employees Details in the Positions and Skills Field
Configuring Employees Details in the Personal Details Field
Configuring Employees Details in the Job Definition Field