Navigation:  Personnel > Employee Information >

General Info

Training Manuals Alphabetical Function List Back Print this Topic Previous topicOne level upNext topic
Show/Hide Hidden Text

On this tab the following fields can be viewed:

 

hmtoggle_plus1Add

The user must have a security profile linked to the function Employee Information with an access allowed of Add.

 

To add employees, the setting Employees Maintained in System on System Configuration, must be set to "Yes".

 

The Add button is enabled when a new employee name is entered.  When the Add button is clicked, the new employee record is inserted in the Employee Information table.

 

BUSINESS RULES WHEN ADDING:

 

1.If the setting Employee ID Length on System Configuration has a value greater than zero, the employee ID entered must be the same length.
2.The employee id cannot be spaces.
3.The surname may not be less than 2 characters.
4.The first name may not be less than 2 characters.
5.The employee status may be either Active "A", Unavailable "U", or Inactive "I".
6.The cost centre must exist.
hmtoggle_plus0Allow Resource

This field indicates against which Labour Resources can this employee be used in projects.  The default is Any Employee Resource.

 

Related Topic: Labour Resource

hmtoggle_plus0Buyer

When doing an inquiry on an existing employee this field will be checked "Y" or unchecked "N" depending on the value of company buyer on the Employee Master table.

 

When checked (Y) it indicates that the selected employee is a buyer.

 

When unchecked (N) it indicates that the employee is not a buyer.

 

A Buyer is specified for each part on the Planning 1 tab on the Part Master and it is mandatory to specify a buyer on each Purchase Order.

hmtoggle_plus0Capacity Per Month

Capacity Per Month can be captured for each employee. It represents the total work hours the Employee has capacity for. This is used in capacity calculations on the Cost Centre Labour Budget function. The maximum value allowed is 744 (24 hours * 31 days).

hmtoggle_plus0Cell Phone Number

When doing an inquiry on an existing employee it displays the cellular number, of the selected employee from the Employee Master table.

 

The length has a maximum of 20 characters (optional).

hmtoggle_plus0Change

The screen can be divided into 3 parts:

1.        

1.Employee Definition - Surname, First Name , Middle Name and Cost Centre fields
2.Roles and Status - Buyer, Planner, Designer and Status fields

 

The System Configuration setting Employees Maintained In System, the user's profile and his/her role as manager will determine whether the fields can be maintained or not.

 

When Employees are not maintained in the system:

 

1. The Employee Definition fields cannot be maintained in Qmuzik.
2. Roles and Status fields can be maintained by the CEO, the Division Manager and the Cost Centre Manager, or the Acting For Manager of the selected employee, provided that he/she has a security profile with change rights to the Employee Information function.
3. The Employee Maintained Detail fields do not require a security profile and can be maintained by the employee - but not his/her acting for - and by the CEO, the Division manager and the Cost Centre manager, or the Acting For manager of the selected employee.

 

When Employees are maintained in the system:

 

1. The Employee Definition fields can be maintained by the CEO, the Division manager and the Cost Centre Manager, or the Acting For Manager the selected employee, provided that he/she has a security profile with change rights to the Employee Information function.
2. The rules for the Roles and Status fields and the Employee Maintained Detail work the same as when Employees are not maintained in the system.

 

The Change button is enabled when doing an inquiry on an existing employee.  When the Change button is clicked, the Employee Master table is updated.

 

BUSINESS RULES WHEN UPDATING EXISTING EMPLOYEE INFORMATION:

 

1.The employee ID cannot be spaces.

 

2.The surname may not be less than 2 characters.

 

3.The first name may not be less than 2 characters.

 

4.The employee status may be either Active "A", Unavailable "U", or Inactive "I".

 

5.The cost centre must exist.

 

 

These fields are updated on the Employee Master table. To Change the user must have the profile namely: EMPLOYEE MASTER MAINTAINER. This profile can be linked on Profile Access.

 

If you do not have change rights on the function and on this profile (EMPLOYEE MASTER MAINTAINER) but you are the cost centre manager or the division manager or the CEO or acting for any of those then you are able to change your own information.

 

If you do have change rights on the function and you do not have change rights on this profile(EMPLOYEE MASTER MAINTAINER) but you are the cost centre manager or the division manager or the CEO or acting for any of those then you are able to change your own information as well as system information and profile information.

 

If you have change rights on this profile, it does not matter what you are or if you have change rights on the function or not, you are able to change your own information as well as system information and profile information.

hmtoggle_plus0Cost Centre

When doing an inquiry on an existing employee this field displays the cost centre from the Employee Master table.

 

It is populated with a valid cost centre and cost centre description from the Cost Centre table.

 

The number of characters to be entered before the list is shown is governed by the value of populate length (mandatory).

hmtoggle_plus0Day Of Birth

When doing an inquiry on an existing employee, this field displays the day of birth, of the selected employee from the Employee Master table.

 

It is a spin control that can have a minimum value of one and a maximum value of, the last day of the month, as selected in Month of Birth.

hmtoggle_plus0Designer

When doing an inquiry on an existing employee this field will be checked "Y" or unchecked "N" depending on the value of company designer on the Employee Master table.

 

When checked (Y), it indicates that the selected employee is a designer.

 

When unchecked (N), it indicates that the employee is not a designer.

 

A designer is specified per part on the Engineering tab on the Part Master.

hmtoggle_plus0E-Mail Address

When doing an inquiry on an existing employee it displays the e-mail address, of the selected employee, from the Employee Master table.

 

The length has a maximum of 50 characters (optional).

hmtoggle_plus0Employee ID

When doing an inquiry on an existing employee, this field will display the employee ID of the selected employee from the Employee Master table.

 

When adding an employee, the length of this field is governed by the value specified for the setting Employee ID Length on System Configuration.

 

The number of characters to be entered before the list is shown is governed by the value of populate length(mandatory).

hmtoggle_plus0External Organisation

This is an optional field.  It is populated from the External Organisation table.  This field is used to specify the External Organisation that a contractor/consultant belongs to.

hmtoggle_plus0Fax Number

When doing an inquiry on an existing employee, this field displays the fax number, of the selected employee from the Employee Master table.

 

The length has a maximum of 20 characters (optional).

hmtoggle_plus0First Name

When doing an inquiry on an existing employee, it displays the first name of the selected employee from the Employee Master table.

 

The length must be between 2 and 50 characters (mandatory).

hmtoggle_plus0Language Preference

On form load, Language Preference is populated with the language default on System Configuration.

 

When doing an inquiry on an existing employee, this field displays the language preference of the employee from the Employee Master table.

 

It is populated with the language preference from the Language Code table.

hmtoggle_plus0Login Expiry Date

Login expiry date and new password settings

Login expiry date can be set on user's account by any user that has the Login Expiry Date Maintainer Profile. This will help to ensure that contractors' accounts expire at the end of the applicable period QMWC-1335.

 

New password settings have been created in System Configuration function to extend the current password settings.

 

Enforce strong password (Password complexity) - when enabled enforces based on leading practice to contain:
1.at least one special character,
2.one capital letter,
3.one small letter,
4.one numeric character,
5.the password can't contain employee id and employee names

 

Number of new unique password to enforce - The password setting that determines the number of unique new passwords that an employee can use before an old password can be reused. Minimum password length determines the least number of characters a password may contain.

 

 

hmtoggle_plus0Max Hours Per Day

This field represents the total hours per day available for the selected employee. It is used in validating Timesheets that are captured for the Employee.

 

The Max Hours per Day can only be changed if the user doing the change is one of the following:

 

The specific Cost Centre Manager - or acting for;
The specific Cost Centre's Division Manager or Accountant - or acting for;
The Company CEO;
Has change rights on the Employee Master Maintainer profile.
hmtoggle_plus0Middle Name

When doing an inquiry on an existing employee, it displays the middle name, of the selected employee from the Employee Master table.

 

It is an optional field where the length can have a maximum of 50 characters.

hmtoggle_plus0Month Of Birth

When doing an inquiry on an existing employee this field displays the month of birth of the selected employee from the Employee Master table.

 

The number of characters to be entered before the list is shown is governed by the value of populate length (optional).

hmtoggle_plus0Office Phone Number

When doing an inquiry on an existing employee, it displays the office phone number, of the selected employee from the Employee Master table.

The length has a maximum of 20 characters (optional).

hmtoggle_plus0Planner

When doing an inquiry on an existing employee, this field will be checked "Y" or unchecked "N", depending on the value of company planner on the Employee Master table.

 

When checked (Y) it indicates that the selected employee is a planner.

 

When unchecked (N) it indicates that the employee is not a planner.

 

A Planner is specified for each part on the Planning 1 tab on the Part Master.

 

A planner is specified for each sales order line on the Customer Orders and the Sales Order Wizard functions.For internal works orders a planner is specified per works order on the Order Master.

hmtoggle_plus0Primary Resource

If Primary Resource is selected in the field Allow Resource, select in this field the Labour Resource which this employee will primarily be. I.e. Mechanical Engineer etc.

hmtoggle_plus0Quality Controller

When doing an inquiry on an existing employee this field will be checked "Y" or unchecked "N" depending on the value of company Quality Controller on the Employee Master table.

 

When checked (Y), it indicates that the selected employee is a Quality Controller.

 

When unchecked (N), it indicates that the employee is not a Quality Controller.

 

A Quality Controller is specified per part Planning1 tab on the Part Master, and on the Detail tab on the Product Master.

hmtoggle_plus0Send E-Mail In Addition To Qmuzik Mail

When doing an inquiry on an existing employee, it displays the value of Send E-Mail in Addition to Qmuzik Mail from the Employee Master table.

This field can only be checked if the E-mail address is entered (optional).

hmtoggle_plus0Status

This field displays the status of the selected employee from the table Employee Master.  The user must select a status of either Active (A), Inactive (I) or Unavailable (U) (mandatory).

 

The status Inactive is used if the employee is not currently working for the company. It will not be possible to select an Inactive Employee on

any other function than the Employee information.

 

If an employee is indicated as being Inactive "I", the employee cannot be made acting for somebody else, or be selected as the order planner,

cost centre manager etc.

 

If an employee is indicated as being Unavailable "U", the employee can still be selected as the order planner, cost centre manager etc.  The Unavailable status may be used to indicate that an employee is on leave or is studying etc.

 

If an employee is Unavailable, he/she may not be made Acting for another employee.

hmtoggle_plus0Surname

When doing an inquiry on an existing employee, it displays the surname of the selected employee from the Employee Master table (mandatory).

It must have a length between 2 and 50 characters.