Help:DMS-Update Resources Employee

Update Dispatch Employee

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This option enables you to add or modify a Dispatch Employee.

File:DMS-Update Resources Employees.PNG

ID: Enter a number (1 to 999999) which will uniquely identify this employee dispatch resource for the current company.

[X] Active Check this box of this employee is active. Un-check this box to prevent this employee from appearing in the dispatch selection windows. These resources need to be kept for historical purposes. All new employees need to be assigned new resource numbers.

Branch: Use this drop-box to select a specific Company Branch to which this employee belongs. If this employee can be dispatched in multiple Company Branches, then select "Include All Branches".

Name: Enter the name of the employee.

Sort-Locator: Enter the name of the employee as it should appear for an alphabetically sorted list. This is usually last name first.

[Reverse Name] Press this button to automatically reverse the name in the Sort-Locator field. For instance, Virginia Wolf will be reversed to Wolf, Virginia.

Home Phone: Enter the home phone number for this employee.

Cell Phone: Enter the cell phone number for this employee.

Dispatcher: Use this drop-box to select the dispatch whom will assign this employee to the various Work Tickets. If this employee can be assigned by multiple dispatchers, then select "Not Determined".

Team Number: Enter the Number of the team to which this employee is to be assigned. Not all employees need to be members of a team, but this number will group together all Employees and Vehicles with the same Team Number. This feature is for the benefit of the Dispatcher in speeding up the assignments of Personnel and Vehicles which usually work together to a Service.

Billing Rate: Enter the standard rate at which this Employee's hours are billed. This field will be used for the Billing Rate if the Build Charges from Assignments feature in the Billing Charges section is used. If you will not bill for this employee's hours by using this option, then leave this field blank.

Agent: Enter the Commission Agent number to which this employee's hours will be credited if the [ Build Charges from Assignments ] feature in the Billing Charges section is used. Press the View button [?] to the right of this field to see the current commission agents. The name of the commission agent will be displayed to the right of this field.

[Add Note in Commission Agent File] This button will be active if an Agent has been selected in the previous field. This enables notes to be added for this Agent.

[X] Send Hours to Payroll If you wish to automatically transfer this employee's hours to the Payroll, then check this box. If you will not be transferring his hours to the Payroll, then un-check this box.

Employee: Enter the Employee Number of this employee as assigned in the Payroll Master File. This is the employee number to which this employee's hours will be recorded when the hours are transferred to the Payroll. Press the View [?] button located to the right of this field to display all of the employees set up in the IBS Payroll. The Employee's Name as found in the IBS Payroll will be displayed to the right of this field.

Pay Rate: Enter a special pay rate which this employee will receive. This will be used when the hours are transferred to the Payroll. Usually, the pay rate is contained in the Payroll's Employee Master File. This rate is only of value if it differs from that employee's standard rate.

[Add Employee Note in Payroll] This button will be enabled if an Employee number is selected in the field above. This will enable the current user to add notes to this employee's Payroll Master File. The screen will display ONLY those notes which the current logged-in user has added. All other Payroll notes are hidden from view.

Memo Tab This displays a text box where specific comments can be made concerning this employee. Such information might be useful in assigning specific employees.

[Save] Press this button to save the changes made to this Employee on this window.

[Cancel] Press this button to ignore any changes made on this screen and return to the previous screen.

[Help] Press this button to call the Help Screen.