Setup: Employees - User Fields

How to get there: Set Up | Employees | User Fields Tab

This is used to store up to one-hundred pieces of additional information about the Employee. This is useful if a field does not currently exist on the Employee Tabs.

User fields can be Dates, Numbers, Text, Y/N answers. They can have drop-down lists. Additionally, they can
be mandatory.

see General: User Field Settings: Employees for more information.

Screen Layout and Fields

The key areas for this are shown and detailed below:

Group

Where there are more than one User Field, they may be grouped together as they have a similar subject matter

Description

The description of the information to store

Value

The value of the User Field. If a:

Date - a date selector will be available
Multi - choice selection or a Y/N type, a drop-down will be available

The screen is controlled by the system Security Function Role assigned to the user.

Note: For each new User Field that is setup, all Security Function Roles should be reviewed and updated giving access to the field.

Screen Actions

Save	Save Employee changes
Delete Employee	Delete the Employee from the system. Note: If the Employee is a leaver, then do not Delete the Employee. Instead, set their Date Left on the HR Tab
Refresh	Revert to the unsaved state
View Diary	View Employee Monthly Diary screen
View Branch	View Branch information screen
View Tasks	View Employee Help Desk Tasks screen