|
Employees are the people working in the organization. They must be entered into the AMG Attendance System in order for the system to track their attendance and calculate wages. This page allows you view the list of all entered employees, add new employees, edit and delete them.
The main part of the page is the list of employees. The list can be sorted by any column both ascending and descending by clicking on the desired sort Column's title. The list has other properties that can be altered: the columns can be hidden or displayed, the order of the columns can be changed, and the list of employees can be filtered by some criteria. (Click here to see the description of these properties.)
To hide/show columns:
- Click on the Properties button.
- In the Columns list select or unselect the column you want to show or hide.
- Click on the OK button.
To reorder the columns:
- Click on the Properties button.
- In the Columns list select the column you want to move up or down.
- Click on the Move up
 button to move the column up, or on the Move down  button to move the column down.
- Repeat steps 2 and 3 to reorder the other columns as desired.
- Click on the OK button.
To filter the list of employees:
- Click on the Filter button (The Filter Conditions panel will appear).
- In the Filter Conditions panel enter or select the criteria by which you want to filter.
- Click on the Refresh button.
Filtering the list will display only those entries that correspond to the entered or selected criteria. If no employee corresponds to criteria, then no record will be displayed in the table. To view all the employees, or to start over, click on the Reset button.
To hide the Filter Conditions panel, click again on the Filter button.
 Note: |
- If you don't remember the whole Name of the employee you can search for a single letter found anywhere in First name, Middle name or Last name.
- You can simultaneously filter by more than one criteria.
|
|
To add a new employee:
- Click on the Add button. The system will output a question "Do You want to copy data from an existing record?". If you want the new employee to have the same status, schedule, wage, benefit, headquarters, division, group and/or holiday group as one of the existing employees, click Yes. Otherwise click No to create a new employee with blank/default values.
- If you click Yes, the Copy Employee page opens. From the Employees table select the employee whose data you want to copy to the new employee. If you have previously created templates from employees and want to select one of those templates, then select Show Templates option under the Employees table. While selected, Employees table will only display those employees who you have previously set to be used as a template and each row will also show the template name. Select the template employee whose data you want to copy to the new employee. After selecting the employee, select what you want to copy, in the What to Copy box and click OK. The Add Employee page, which is the Employee Entry Wizard, will open with the values of the selected user. If you click No, the Add Employee page will open with default values.
- Follow the Wizard's steps, entering desired information about the employee (Click here to see the description of employee info.)
- On the last step of the Wizard click on the Finish button to add the employee..
| Note: |
| If the Add button is not active, then you don't have permission to add employees. Please contact your system administrator to grant you this permission. |
To edit the info of employees:
- From the Employees table select the employee whose data you want to edit and click on the Edit button or doubleclick on the employee. (As a result will be opened Edit Employee page).
- Make the necessary changes.
- Click on the OK button.
| Note: |
| If the Edit button is not active, then you don't have permission to edit employees. Please contact your system administrator to grant you this permission. |
To delete an employee:
- From the Employees table select the employee you want to delete.
- Click on the Delete button.
You can also export employees (in DBF and CSV formats), or generate a report on the organization's employees.
To export an employee list in DBF format, click on the Export button and select Export to DBF. As a result will be generated two files: one in ".dbf" format, another in ".fpt" format. Note that both are necessary. The exported files will include only filtered employees. To export an employee list in CSV format, click on the Export button and select Export to CSV. A file in ".csv" format is generated that includes only filtered employees and currently displayed fields.
To generate a report, click on the Report button. The report will display only those employees currently displayed in the filtered list.
|
