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
- Define Service Occupation
- Define W/C - CSST
- Define PBB Activities, if applicable
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.
- Enter the required information in the Project Time tab:
- 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.
- Click Save.
See also
- Prreferences
- Equipment Management
- Define Equipment Codes
- Project Dispatch
- Work Order Dispatch
- Quotation Dispatch
- Call Dispatch