Employee Form

An Employee form displays data in 2-panel format. The left panel displays employee information and location details while the right panel displays schedules, activities, teams and inventory associated to the employee.

Employee Form – Left Panel:

  1. To inactivate an employee, under General and from the Status dropdown list, select Inactivate and then click Save.

  2. To navigate to reporting office location of the employee, under Location, click the Reporting Office hyperlink.

  3. To view the hierarchy line of employee’s reporting office, under Location, click Show More hyperlink and view the Organization field.

  4. To add or edit personal appointments, under Personal Appts section, click Add Appointment or Edit Appointment buttons respectively.

  5. To add on-call appointments, under Personal Appts section, and under On-Call Appointments section, click Add Appointment or Edit Appointment buttons respectively.

Employee Form – Right Panel:

  1. My Schedule tab:

    1. To view the list of all the logged-in user’s schedules, click My Schedule tab.

    2. To a new appointment, click Add Appointment to add, Edit Appointment to edit or Delete Appointment to delete an appointment.

  2. Activity tab:

    1. To view list of activities/transactions performed on the logged-in user so far, click Activity tab. To perform any action on the item in Activity news feed, click on Show More link of the respective activity and then perform the desired action. The resulting new activity will be added to the Activity news feed

    2. To perform a log activity, from the Log dropdown menu, click Add Attachment to add an attachment and Order Part (FE) to order parts directly in the field. . The resulting activity record will be added to the Activity news feed.

    3. To create a new employee, click New.

    4. To change password, click Change Password.

    5. To unlock password, click Unlock Password.

    6. To inactivate employee, click Close Employee.

    7. To activate employee, click Reopen Employee.

    8. To view the employee details report, click Employee Detail Report.

  3. Teams tab:

    1. To add employee to a new team, click Teams tab and then from the Add Team lookup, select the desired team and then click Save.

    2. To delete a team, select the desired team from the grid and then click Delete Team button.

    3. To navigate to the desired team, from the team grid list, select the hyperlink of the desired ‘Team Name’

  4. To view the list of all the skills associated to the logged-in user or to add a new skill, click Skills tab.

  5. To view the list of all the certifications associated to the logged-in user or to add a new certification, click Certifications tab.

  6. To view the list of all the sites preferred FOR or AGAINST an employee or to add/ delete them or to set a primary site, click Preferences tab.

  7. To view all work and non-work related time that a technician has logged into a timesheet summary, click My Time tab.

  8. To view the inventory of the truck location associated to the logged-in user, click Inventory tab.