Managing the Employees Service

The Employees service provides an ability to track employees in the organization. Fields in several services within Aptify link to the Employees service. This allows data elements within the system to be linked to the employees who own, manage, or create them. Examples of this include linking an Employees record to a customer or member record as the main account manager, populating the Taken By field in the order entry system, and specifying the employees who entered and approved a cash control batch. By providing this information, other people within the organization can locate the appropriate party when they have questions concerning a particular record.

This topic covers the following sub-topics related to Employees in Aptify:

• Creating Employees
• Linking an Employees Record to a Persons Record
• Configuring Employee Order Entry Permissions
• Recording Subordinate Employees
• Tracking an Employee's Skills