General User Info
|User ID||You do not need to fill this in, the system will update it automatically.|
|Display Name||This is the field that will Display the users name. In this field you want to enter the user’s first and last name.
Example: Michael Smith
|Is Active||Check this field if you want this user to appear in the system. If this field is not clicked the record is still available but it will not be active. You will not have the ability to use this user.
Example: An employee gets fired. You do not want him assigned to anymore jobs but you would like to keep his information available for tax purposes at the end of the year.
|Job Title||This field is for the users title.
Example: Lead Carpenter
|License Number||This field will be used if the user has an active license number. If the user is a plumber or subcontractor and has an active license number this can be stored here for future use.|
|Hire Date||You can store the date the employee was hired in this field.|
|Release Date||If an employee is fired, you can store his termination date in this field.|
|Supervisor||You can enter the person’s supervisor in this field. Click on the drop down menu. All employees will be available as soon as they are entered as users.|
|Region||If the employee is assigned to a specific region you can assign that here. These choices are set up in Reference Admin.|
|Personal Information||See Below|
|Password||You can assign a User a password which can be changed at a later time. Currently all passwords default to password.|
|Payroll Type||You can set up the employees payroll status from here. These choices are set up in Reference Admin.|
|Picture Full Path
||This lists the file path to get to this employees picture.|
||This is where you can attach a picture of the employee for identification purposes.
|Org. Unit||Leave Blank|
|Reset In Use
|Direct Connect||If this person has a Nextel Direct Connect number, it can be entered here.
||You can link any additional documents here.|