Toolkit Functions

The Toolkit in the Work Flow Setup > Employee module provides the following functions:

Function

Result

Auto Set Null

Activates Category-level security rights [Add/Edit, Edit Only, or Full (Add/Edit/Delete)] for all employees, eliminating the need to manually set each employee's record.

Note: This feature does not change Category security rights that have already been set.

Calculate Seniority for Filterset

Recalculates the Seniority, Years, Months, and Days fields for all employee records in the current filterset.

Change Time Codes for Filterset

Updates the Time Cost field for all employee records in the current filterset.

Populate Email from Security Setup for Current Filter

Copies the Email Address from the user records found in the Security program to the Email field on the Employee records in the current filterset.

This allows administrators to keep the Security users' email addresses up-to-date and keep the Employee records in sync.

Note: To use this function, all Employee records must have the Login ID field filled out.

Populate email to Security Setup for Current Filter

Copies the Email Address from the Employee record to the related user record in the Security program for all employees in the current filterset.

This allows administrators to keep the Employee records up to date and keep the Security users in sync.

Note: To use this function, all Employee records must have the Login ID field filled out.

Recalculate Assigned Work

Recalculates the Assigned Work hours for all employees on demand, rather than waiting for the nightly recalculation.

How to Run a Toolkit Function

  1. Before running any tool that affects a filterset, create a filter for the records that should be updated.
  2. Click the button in the module toolbar. The following window appears:

    Employee Toolkit

  3. Highlight one of the toolkit functions and click Execute.

    Auto Set Null Security

    Calculate Seniority for Filterset

    Change Time Codes for Filterset

    Populate email from Security Setup for Current Filter

    Populate email to Security Setup for Current Filter

    Recalculate Assigned Work

See Also

Employee

Employee Header Data

General

Contact Info

WO as Lead

WO as Resource

Certifications

Classes

Categories

Availability

Classification

Equipment Usage

Time Admin

Issued Tab

Custom Tab(s)

Comments Tab

Relationships