Create a staff member
For the selection areas, click on to choose a value, on
to empty the area.
- Name : staff member surname and name.
- Code : staff member short identifier (initials, serial number, ...)
- Photo : click on "Choose a file" to browse and select a photo.
- "Coordinates" Tab :
Staff member coordinates.
- "Function" Tab :
- Department : select the department to which the staff is linked.
- Responsible of service : define if the staff is responsible of service (possibility to have several managers for a same service).
- Intervenant : define if the staff is an intervenor, he will appear on the schedule and can be selected during an operation input in a report or a WO.
- Still in the company : define if the staff is present or not.
- Present from ... to : in the case of contracts whose the dates are defined, you can fill in these areas.
- Assistant : define whether the staff member is a budget assistant. If this parameter is set to "Yes", the designated personnel will be able to receive emails during the budgetary acceptance stages of a purchase request.
- Subcontractor : if the staff is a subcontractor, tick "Yes" and select the subcontractor to which he is linked.
- Permanent post holder : select "Yes" for the permanent post holders.
- Status : if it is necessary select a status.
- Hourly rate : define the staff hourly rate (in order to fuel the WO costs labour).
- "Authorizations" Tab :
You can add staff member authorization(s) by clicking on "Add".
Select the authorization and if it is necessary indicate the expiration date.
Click on "OK" to save the authorization.
- "Document" Tab :
You can add one or several attachments linked to the staff member by clicking on "Choose a file".
- "Signature" Tab :
Click on "Sign" to open the area where you can sign.
Click on "OK" to save the staff member sheet.