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Worker Fields

Contact Tab:

Standard information about a Worker.

These fields are mostly self-explanatory, however, there are some key fields to be aware of:

Worker #

See Working with Reference numbers (Ref #). A mandatory field.

First Name

This field is mandatory.

Worker Type

Choose the type of worker from the drop-down.There are three Worker Types – Employee, Contractor, and User. User is a general purpose type.

Office

Useful if there are different Office Locations.

Department

Text field – Very useful for reporting.

Team

Text field – Very useful for reporting.

Profile tab

Personal data of Workers.

These fields are mostly self-explanatory, however, there are some key fields to be aware of:

Is Active

This tickbox is useful for when a Worker leaves the company, but you still need to keep their details.

National ID Number

A government issued number unique to this individual (i.e.) a social security number.

Availability (hours per week)

Specify the number of hours this Worker is available to work per week. This number is used in Reports to calculate Utilization and Availability.

Bank Details

In order to make salary payments, the employee’s bank account details are saved here.

Notes tab

Record notes here regarding this worker.

Login Details tab

You can easily enable or disable the login of this worker.

Set up the Worker’s Login ID and password here, select a Role and assign permissions.

Enable Login

Check this box to enable the login.

Login ID

The ID you assign to this worker to access the system.

Password

The ID you assign to this worker to access the system.

Role

Select the role required for this worker from the drop-down. You can select a predefined role or configure roles to your own requirements. See Working with Roles.

Dashboard

You can assign access to a specific dashboard here by selecting it from the drop-down. See Custom Reports.

Accessible Email Accounts

These are generic email accounts, such as sales@salesorder.info or accounts@salesorder.info. Here you can give or deny the Worker access to the group email accounts.

Transactions Tab

To keep track of expense claims and the payment thereof per worker. Also see Submitting and Approving Expense Claims.

Account tab

To manage the worker’s salary payments.

Balance

See Working with the Balance field.

Currency

See Working with Currencies.

Tax Code

See Working with Tax Codes.