1. Click the Filter tool in the Employee Setup module toolbar.
2. Select an existing filter or create a filter for the records to which you want to associate multiple Categories.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the Employee Setup records that met the filter criteria.
6. Click the Toolkit and select Add Multiple Categories | Current Filter. A pop-up opens requesting to run the tool against the records in the current filterset.
7. Click OK. A window opens similar to the following:

   

8. Use CTRL + click to select the Categories that you want to associate with the Employees.
9. Click Select. The system adds the selected Categories to the Categories grid for all records in the filterset.

1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
2. Select one or more records in the Employee Setup grid.
3. Click the Toolkit and select Add Multiple Categories | Selected Record(s). A pop-up opens asking for confirmation.
4. Click OK. A window opens similar to the following:

   

5. Use CTRL + click to select the Categories that you want to associate with the Employees.
6. Click Select. The system adds the selected Categories to the Categories grid for the record(s) you selected to run the Toolkit.

1. In the Work Employee Setup module, select the Employee Setup record you would like to copy.
2. Click the Toolkit and select Add Replica Employee | Selected Record.
3. An alert pop-up asks for confirmation:

   

4. Click OK. The Add Replica Employee form opens:

   

5. Enter the New Employee Code. This is required and must be unique.
6. Enter the New Employee Name. This is required.
7. Click OK. The Toolkit creates a new Employee Setup record
   • The Toolkit copies the field values from most of the General section of the selected Employee record. The exceptions are: Login ID, Start Date and End Date, Journal Entry Import and Seniority.
   • The Categories and Classifications associated with the selected record are also carried over to the new Employee record.

1. Click the Filter tool in the Employee Setup module toolbar.
2. Select an existing filter or create a filter for the Employee records you want to recalculate.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the Employee Setup records that meet the filter criteria.
6. Click the Toolkit and select Calculate Seniority | Current Filter. An alert pop-up appears asking the user to confirm the action.
7. Click OK. The Toolkit updates the Seniority, Years, Months, and Days field values on all records in the filterset.

   Note: The Seniority field is calculated (in years) as the difference between the Start Date and End Date values. If the End Date field is left blank, Lucity uses the system date (current date) to calculate Seniority.

   Note: The Toolkit will not run on records in which the Active field is disabled or on Employee records that do not have a Start Date value.

1. Open the Work > Administration > Work Flow Setup > Employee Setup module.
2. Select one or more records in the Employee Setup grid.
3. Click the Toolkit and select Calculate Seniority | Selected Record(s). An alert pop-up appears asking you to confirm the action.
4. Click OK. The Toolkit updates the Seniority, Years, Months, and Days field values on the selected Employee Setup records.

   Note: The Seniority field is calculated (in years) as the difference between the Start Date and End Date values. If the End Date field is left blank, Lucity uses the system date (current date) to calculate Seniority.

   Note: The Toolkit will not run on records in which the Active field is disabled or on Employee records that do not have a Start Date value.

1. Click the Filter tool in the Employee Setup module toolbar.
2. Select an existing filter or create a filter to identify the Employees whose Time Cost values you want to change.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the Employee Setup records that met the filter criteria.
6. Click the Toolkit and select Change Time Cost | Current Filter. An alert appears asking the user to confirm the action.
7. Click OK. A pick-list of Time Cost options opens.
   • Time Cost options are established in the Work > Administration > Timecost Setup module. The options in the Toolkit may be similar to the following:

   

8. Select the new Time Cost and click Select. The Toolkit updates the Time Cost value for all Employees in the current filterset.

1. Select one or more Employee Setup records.
2. Click the Toolkit and select Change Time Cost | Selected Record(s). A list of Time Cost options opens.
   • These values are established in the Work > Administration > Time Cost Setup module. The options in the Toolkit may be similar to the following:

   

3. Select the new Time Code and click Select. The Toolkit updates the Time Cost field on all selected records.

1. Click thetool in the Employee Setup module toolbar.
2. Select an existing filter or create a filter to identify the Employees whose email addresses you want to update.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the Employee Setup records that met the filter criteria.
6. Click the button and select Populate Email from Security | Current Filter. An alert appears, asking the user to confirm the action:
7. Click Yes. The toolkit runs and copies the employees' email addresses from the Security program to their Employee Setup records.

   Note: Lucity uses the Login ID to match Security users to Employee Setup records. Therefore, Employee records must have the Login ID field completed for this tool to run properly.

1. Select one or more Employee Setup records.
2. Click the button and select Populate Email From Security | Selected Record(s). An alert appears, asking the user to confirm the action:

3. Click Yes. The toolkit runs and copies the employees' email addresses from the Security program to their Employee Setup records.

   Note: Lucity uses the Login ID to match Security users to Employee Setup records. Therefore, Employee records must have the Login ID field completed for this tool to run properly.

1. Click thetool in the Employee Setup module toolbar.
2. Select an existing filter or create a filter to identify the Employees whose email addresses you want to copy to the Security program.
3. Click the Count button to determine how many records are in the filterset.
4. Click Run. The grid displays the Employee Setup records that met the filter criteria.
5. Click the button and select Populate Email to Security | Current Filter. An alert appears, asking the user to confirm the action:
6. Click Yes. The toolkit runs and copies the employees' email addresses from the Employee Setup module to their records in the Security program.

   Note: Lucity uses the Login ID to match Employee Setup records to Security users. Therefore, Employee records must have the Login ID field completed for this tool to run properly.

1. Select one or more Employee Setup records.
2. Click the button and select Populate Email To Security | Selected Record(s). An alert appears, asking the user to confirm the action:
3. Click Yes. The toolkit runs and copies the employees' email addresses from the Employee Setup module to their records in the Security program.

   Note: Lucity uses the Login ID to match Employee Setup records to Security users. Therefore, Employee records must have the Login ID field completed for this tool to run properly.

1. Click thetool in the Work Employee Setup module toolbar.
2. Select an existing filter or create a filter for the Employee Setup records you want to recalculate.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the records that met the filter criteria.

   Click the button and select Recalculate Assigned Work | Current Filter. A pop-up appears asking for confirmation.

6. Click Yes. A message appears in the bottom-right corner of the screen to notify the user that the tool ran successfully. Open any of the Employee Setup records to view updated Assigned Work hours.

   Note: The system determines the Assigned/Work value by adding all of the EstimatedWorkHours assigned to the Employee in the next seven calendar days in the Work Orders module.

1. Select one or more Work Employee Setup records.

   Click the button and select Recalculate Assigned Work | Selected Record(s). A pop-up appears asking for confirmation.

2. Click Yes. A message appears in the bottom-right corner of the screen to notify the user that the tool ran successfully. Open any of the Employee Setup records to view updated Assigned Work hours.

   Note: The Toolkit calculates the Assigned/Work value by adding all of the Estimated Work Hours assigned to the Employee in the next seven calendar days in the Work Orders module.

The Assigned Work field is calculated by adding all of the Estimated/Work Hours that are assigned to the employee inside of the Work Orders module. This applies to all the work orders assigned to the employee over the next 7-day period.

1. In the Work > Administration > Work Flow Setup > Employee Setup module, select the Employee record that you want to replace with another.
2. Click the button and select Replace Employee on PMs and Crews| Selected Record. A pop-up appears, asking the user to confirm whether to proceed with the action.
3. Click Yes. A pick-list of existing Employee Setup records appears.
4. Select the Employee who you want to replace the person you selected in Step 1.
5. Click OK. The system identifies instances in which the original Employee Setup record was associated with an existing PM or Crew and replaces that person with the Employee selected in Step 4.

1. Click thetool on the Work Employee Setup toolbar.
2. Select an existing filter or create a filter for the records you want to recalculate.
3. Click the Count button to determine how many records are in the filterset.
4. Click OK.
5. Click Run. The grid displays the records that met the filter criteria.

   Click the button and select Set NULL Security | Current Filter. A pop-up appears asking for confirmation.

6. Click Yes to proceed. A pick-list appears.
7. Select one of the security options: Edit Only, Add/Edit, or Full (Add/Edit/Delete).
8. Click OK. A confirmation message appears in the bottom-right corner of the screen. The system adds the selected security rights to any Employee records in the filterset that did not have existing Category-level security settings.

1. Select one or more Work Employee Setup records.

   Click the button and select Set NULL Security | Selected Record(s). A pop-up with a picklist of security options appears.

2. Select one of the security options: Edit Only, Add/Edit, or Full (Add/Edit/Delete).
3. Click Select. A confirmation message appears in the bottom-right corner of the screen. The system adds the selected security rights to any Employee records in the selection that did not have existing Category-level security settings.