Employees records track data about an organization's employees, including contact information, employment information including bill rate and pay rate, and subordinate employees who report to this employee.
Top Panel
Name (Required)
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This field describes the employee's position or job function. An organization can use it to track an employee's job category which can differ from his or her title (such as Consultant I, Consultant II, etc.). See About the Employee Position Codes Form .
Attachments Tab
The Attachments tab lists any files relevant to the Employees record.
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The Contact tab contains pertinent personal and business information about the employee.
Address List
Select the work address or home address of the employee using the Address Management toolbar. See Using the Address Management Toolbar for more information.
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By default, the Country is set to the United States. When you enter a foreign postal code, the system may automatically populate the Country field, depending on the system's configuration and the available Postal Code data. See Understanding the Postal Code Look-up Functionality for more information.
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When an organization's phone or fax number changes, the system automatically updates the information to all linked employees. The update to the Employees record only occurs if the employee's Work Phone or Work Fax exactly matches the prior number for of the organization.
In addition to Work Phone and Work Fax, you can specify a Home Phone, Home Fax, Cell Phone, and Pager Phone for each employee by selecting a different phone number from the drop-down menu.
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Web Page
Employee's web page address (URL).
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If selected, this option allows the employee to select a price from a list during order entry, even if other employees are blocked from doing so. If cleared, this setting can be overridden at the product level on a product-by-product basis. This value at the employee level is not applicable if cleared at the organization level. By default, this option is not selected.
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If selected, this option allows the employee to specify a price of 0.00, even if other employees are blocked from doing so. Please note that this is not dependent upon having Price Override permission. If cleared, this setting can be overridden at the product level on a product-by-product basis. This value at the employee level is not applicable if selected at the organization level. By default, this option is not selected.
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If selected, this option allows the employee to close the Related Products dialog box during order entry, even if other employees are blocked from doing so. This value at the employee level is not applicable if selected at the organization level. By default, this option is not selected.
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The Direct Reports tab displays a list of employees who report directly to this employee. Records are listed on this tab when this employee appears in the Supervisor field on other Employees records.
Personal Tab
Spouse Name
Name of the employee's spouse.
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