Employee Maintenance: General Tab

The General tab enables the user to set general information about an employee and to define the resource relations. You can set the following:

• Employee Class
• Employee Type
• Resource Groups
• Child Resources
• Parent Resources

The Active check box indicates if the employee is active or inactive. An inactive employee is displayed on the Employee Editor list if you click (Show/Hide Inactive). The records of an inactive employee are held in the database, but the employee will not be listed in, for example, Time Manager.

Employee Class

The employee class can be selected from a drop-down menu. The following employee classes are available:

• Hourly non-exempt
• Salaried exempt
• Salaried non-exempt

For more information on these classes, refer to the Content Definitions topic in the Time Manager Help.

Employee Type

The employee type can be selected from a drop-down menu. The following employee types are available:

• Regular
• Template
• Temporary

Resource Groups

The employee can be linked with Resource Groups (raw materials, spare parts, full products, etc.). Click the Resource Groups link to enter the Resource Groups assignment screen.

Resource Groups Screen Assignment Actions

• To link an employee with a group, click (Link) and choose a group from the list
• After selecting the desired group, click (Select) to confirm group assignment
• To unlink the group from an employee, select a group and click (Unlink)

On the Resource Groups screen, you can also create new Resource Groups. For details, refer to the Grouping topic in the Resource Explorer Help.

Child Resources

Linking an employee with child and/or parent resources allows for defining a hierarchy by specifying the dependencies between different units. Click the Child Resources link to enter the Child Resources assignment screen.

Child Resources Screen Assignment Actions

• To link an employee with a child resource, click (Link) and choose a resource from the list
• After selecting the desired resource, click (Select) to confirm the desired assignment
• To unlink the child resource from the employee, select the resource and click (Unlink)

Parent Resources

The parent resources assignment procedure follows the same pattern as in the case of Child Resources.