Language:


Entering an Employee record - Header

This page describes the fields in the Header of the Employee record. Please follow these links for descriptions of the other cards:
---

No.
Paste Special    Select from another Number Series
Enter the unique code you are assigning to the Employee: this is the means by which the Employee will be identified elsewhere in Standard ERP. The field holds up to 20 letters and/or numbers.

As the Employee register is a subset of the Contact register, the No. in this field will act as both the Employee Number and the Contact Number of the Employee.

The default will be the next number following on from the last Contact or Employee entered. You can change the default, but not to a number that has already been used. If you have defined at least one number sequence in the Number Series - Contacts setting, the number you change to must be inside a valid number sequence. It may be that you have defined a number sequence in this setting to be used with Employees.

If you are working in a multi-user environment, the Employee Number will be assigned when you save the Employee for the first time.

After you have saved the record, you cannot change the Employee/Contact Number simply by typing into the field. If you need to change a Contact Number, use the Conversions - Master and Conversions - Contacts settings in the System module. These settings will change the Contact Number both here and in every other record where the Employee has been used.

Title
Paste Special    Courtesy Titles setting, CRM module/Human Resources Management module
Enter the Employee's title here (e.g. Mr., Mrs., Miss, Ms, Dr., Prof., etc.).

Name
Enter the Name of the Employee here.
---

The Employee register in Standard ERP:

Go back to: