The Employees function of the Lookup Tables section on the Datawarehouse tab of the Admin Page is available for Administrators to manage Employee Codes used in the estimation of Labor on a Task Estimate within the Task Estimating module.


Administrators can add, edit and delete Employees using this function.


Availability

Only users with the Portal Administrator, Task Estimating Administrator or Financials Administrator permission will have access to this function.


Navigation

Admin > Datawarehouse > Lookup Tables > Employees


Employee Maintenance Functions

The following functions are available when performing Employee Maintenance



Properties of a Employee

An Employee contains the following editable properties:


  • Employee Code
  • Employee Name


The Employee Code List

The Employee Code List displays the Employee Codes that are defined for the iSite License.  The list will display the following information:


  • Employee Code
  • Employee Name


How to Use the Employee Code List

  1. Click on the Employee Code in the list of the Employee you would like to edit.
  2. Click the Employee Code column header to sort records by Employee Code.
  3. Click the Employee Name column header to sort records by Employee Name.


Filtering the Employee Code List

  1. To narrow the list results, enter a value in the Search box on the Toolbar then click the  icon or press the Enter key.
  2. Click the  icon in the Search box to remove the filter.


Adding a New Employee

  1. Click the Add New Record button in the toolbar.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to create the new record, click the Save and Add Another to create the new record and stay on the screen to add an additional record or click the Cancel button to abort the creation process.


Editing an Existing Employee

  1. In the Employee Code List, select the record to be edited by clicking the Employee Code.
  2. Fill in the appropriate information in the Properties section of the page.
  3. Click the Save Record button to update the record or click the Cancel button to abort the editing process.


Deleting Employees

Deleting an Employee is a permanent change and cannot be reversed.  Proceed with caution.


Deleting an Employee

  1. In the Employee Code List, select the record to be deleted by clicking the Employee Code.
  2. Click the Delete This Record... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected record or click the Cancel button to abort the deletion process.


Deleting Multiple Employees

  1. In the Employee Code List, click the check box next to each record that you want to delete.
  2. Click the Delete Selected Records... button in the toolbar.
  3. In the confirmation message pop-up, click the OK button to permanently delete the selected records or click the Cancel button to abort the deletion process.

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