Employee Management

OBJECTIVE

The Employee Management function associated with the Service Management module accumulates relevant information about employees.

If the payroll module is installed, this option is populated automatically if the Other Modules tab was completed when creating the employee file in the Employee Management in the payroll.

If the payroll module is not installed, this option is a complement to Employee Management in Time Management. If this is the case, the employee file must first be created in the Employee Management in time management and the information required by the Service Management module must then be entered in this option.

PREREQUISITEs

Steps

maestro* > Service Management > Maintenance > Configurations > Employee Management

Creating a New Employee

Enter the required information in the Identification tab:

Fields followed by the * character are mandatory fields.

Field

Description

Number

Employee's number.

NOTE: A number is assigned automatically by the system when the record is saved. However, it is possible to enter one manually.

Name, First name*

Employee's name and first name.

Alpha Code

Code, other than the number, used to identify the employee.

NOTE: This code can be used to enter project hours and work orders so the system can find the employee.

Status

Employee's status in the system.

The statuses available for the user include: Active, Inactive, Layoff-Temp.

NOTE: You can create a permanent or temporary layoff by using the Layoffs option.

Fields followed by the * character are mandatory fields.
Field	Description
Number	Employee's number. NOTE: A number is assigned automatically by the system when the record is saved. However, it is possible to enter one manually.
Name, First name*	Employee's name and first name.
Alpha Code	Code, other than the number, used to identify the employee. NOTE: This code can be used to enter project hours and work orders so the system can find the employee.
Status	Employee's status in the system. The statuses available for the user include: Active, Inactive, Layoff-Temp. NOTE: You can create a permanent or temporary layoff by using the Layoffs option.

Enter the required information in the Project Time tab:

Field

Description

Cost

Enter a cost amount (including fringe benefits) for regular, overtime and double time for the employee. This amount is entered as the labour amount in project expenses if the fixed cost method is used.

NOTE: No value should be entered if fringe benefits are used.

Selling

Selling prices used for invoicing.

W/C - CSST activity

Default W/C - CSST activity to be used when entering hours.

NOTE: The W/C - CSST code is predefined in Define W/C - CSST.

PBB Activity

Default PBB activity to be used when entering hours. In Québec, this activity only applies to electricians.

NOTE: The DWRB code is predefined in Define PBB Activities.

Default Equipment Code

Equipment code associated with the employee.

NOTES: Maestro* automatically inserts a line in the project time entries as soon as a record is entered for an employee. Maestro* uses the same project as for the employee.

If the Service Calls module is installed, the default equipment code establishes a link between a truck and an inventory location. Thus, in the return from a service call, if an employee has a default equipment code assigned and the code is linked to an inventory location, the Site field is completed automatically.

Additional Equipment Codes (2 to 5)

Additional equipment code associated with the employee. You can define a maximum of four additional equipment codes (codes 2-5).

NOTE: Maestro* automatically inserts a line in the return from a service call for each equipment code in the Service Calls module when hours are entered for the employee.

Language

The employee’s language of correspondence.

NOTE: Cheques and/or stubs are printed in this language.

Work Company

Company for which the employee may work.

NOTE: Available in multidimensional mode only.

Payroll Company

Indicates which company is responsible for the employee if the Payroll module is not installed.

NOTE: Available in multidimensional mode only.

Notes

The note entered is displayed in a Memo field when the employee is selected in the various entry screens of the system if this function is configured in Preferences.

Field	Description
Cost	Enter a cost amount (including fringe benefits) for regular, overtime and double time for the employee. This amount is entered as the labour amount in project expenses if the fixed cost method is used. NOTE: No value should be entered if fringe benefits are used.
Selling	Selling prices used for invoicing.
W/C - CSST activity	Default W/C - CSST activity to be used when entering hours. NOTE: The W/C - CSST code is predefined in Define W/C - CSST.
PBB Activity	Default PBB activity to be used when entering hours. In Québec, this activity only applies to electricians. NOTE: The DWRB code is predefined in Define PBB Activities.
Default Equipment Code	Equipment code associated with the employee. NOTES: Maestro* automatically inserts a line in the project time entries as soon as a record is entered for an employee. Maestro* uses the same project as for the employee. If the Service Calls module is installed, the default equipment code establishes a link between a truck and an inventory location. Thus, in the return from a service call, if an employee has a default equipment code assigned and the code is linked to an inventory location, the Site field is completed automatically.
Additional Equipment Codes (2 to 5)	Additional equipment code associated with the employee. You can define a maximum of four additional equipment codes (codes 2-5). NOTE: Maestro* automatically inserts a line in the return from a service call for each equipment code in the Service Calls module when hours are entered for the employee.
Language	The employee’s language of correspondence. NOTE: Cheques and/or stubs are printed in this language.
Work Company	Company for which the employee may work. NOTE: Available in multidimensional mode only.
Payroll Company	Indicates which company is responsible for the employee if the Payroll module is not installed. NOTE: Available in multidimensional mode only.
Notes	The note entered is displayed in a Memo field when the employee is selected in the various entry screens of the system if this function is configured in Preferences.

Enter the required information in the Other Modules tab:

Dispatch section:

Field

Description

Always receive a full schedule

User can indicate that an employee wants to receive a full schedule, if the box is checked.

This checkbox is only linked to the option Project Dispatch when the schedule is sent to the employees.

If not checked, maestro* verifies the communication mode defined in the Dispatch Project Management and applies it.

Available in the Dispatch

If checked, it indicates that it is possible to assign work to an employee, even if he has been laid off (Permanent) as you wish to recall him.

The employee is then displayed with the “Available for dispatch” mention. This status is visible in one of the following dispatch options:

NOTE: Only visible if one of the dispatch options listed above is installed.

Project dispatch;

Work order dispatch;

Quotations dispatch;

Service call dispatch.

Service Calls section:

Field

Description

Service Occupation

The service occupation category to which the employee belongs.

NOTE: This category is from the Define Service Occupation option in the Service Management module.

maestro*MOBILE section:

Champ

Description

maestro*MOBILE employee access

If this box is checked, the employee in question will have an Employee access in maestro*MOBILE - this means they will only be able to access projects and enter their time in maestro*MOBILE.

User No.

User can connect an employee code to a user code. This code is derived from the Security Management.

NOTE: This field is required in the different hour entry screens coming from maestro*Mobility to identify an employee based on the user code.

Can create calls from Mobile

If this box is checked, the employee will be able to create service calls in the mobile application.

The user can modify equipments in Service Contracts

If this feature is enabled, the user will be able to modify equipment in service contracts.

Can create work orders from Mobile

If this box is checked, the employee will be able to create work orders in the mobile application.

Can send and transfer orders

If this box is checked, the employee will be able to create orders from maestro*MOBILE's Project interface, send them to the supplier and transfer the transactions.

NOTE: this option is particularly useful for foremen.

Field	Description
Always receive a full schedule	User can indicate that an employee wants to receive a full schedule, if the box is checked. This checkbox is only linked to the option Project Dispatch when the schedule is sent to the employees. If not checked, maestro* verifies the communication mode defined in the Dispatch Project Management and applies it.
Available in the Dispatch	If checked, it indicates that it is possible to assign work to an employee, even if he has been laid off (Permanent) as you wish to recall him. The employee is then displayed with the “Available for dispatch” mention. This status is visible in one of the following dispatch options: NOTE: Only visible if one of the dispatch options listed above is installed. Project dispatch; Work order dispatch; Quotations dispatch; Service call dispatch.

Field	Description
Service Occupation	The service occupation category to which the employee belongs. NOTE: This category is from the Define Service Occupation option in the Service Management module.

Champ	Description
maestro*MOBILE employee access	If this box is checked, the employee in question will have an Employee access in *maestroMOBILE - this means they will only be able to access projects and enter their time in maestroMOBILE*.
User No.	User can connect an employee code to a user code. This code is derived from the Security Management. NOTE: This field is required in the different hour entry screens coming from *maestroMobilit**y to identify an employee based on the user code.
Can create calls from Mobile	If this box is checked, the employee will be able to create service calls in the mobile application.
The user can modify equipments in Service Contracts	If this feature is enabled, the user will be able to modify equipment in service contracts.
Can create work orders from Mobile	If this box is checked, the employee will be able to create work orders in the mobile application.
Can send and transfer orders	If this box is checked, the employee will be able to create orders from *maestroMOBILE's Project** interface, send them to the supplier and transfer the transactions. NOTE: this option is particularly useful for foremen.

Click Save.

Employee Management

OBJECTIVE

PREREQUISITEs

Steps

Creating a New Employee

See also