Employee Resources

A Work Order Task can include a list of employees involved in completing the activity. These records, which are referred to as Employee Resources, are used to track time and cost data related to the task.

 

Employees Grid

A Work Order Task's Employees grid lets users associate workers with that work activity. If the corresponding Task Setup record lists default Employees for the activity, the system automatically adds those people to the Task's Employees grid whenever the Task is included on a Work Order.

• If the "Populate Resources from Lead Worker"Work Option is enabled, the system automatically adds the Work Order's Leadworker to the Employees grid for each Task. This occurs only if the Task's Status is less than 950.
• If the "Populate Resources from Crew" Work Option is enabled, the system will add the Employees in the Task Crew (if applicable) to the Employee grid. (Default Crews for a Task are established in the Work Crew Setup module.)
• If the "Delete Unused Employees and Equipment on Closed Work Orders"Work Option is enabled, the system will delete any Employee resources on a closed Work Order who do not have Units, Comments, or Descriptions associated with them. Such deletions occur as part of Lucity's nightly processes.
• If the Requires Employee Time to Close WO box is checked on the Category Setup record related to the Work Order, at least one Employee Resource must have at least one hour of time entered before the Work Order's Status can be set > 950.

 

Using Grids >> Grid Tools >> Editable Grids >> Using Forms >>

How to add an Employee to a Task

How to record work data on an Employee record

How to add multiple Employees to selected Tasks(s)

 

Employee Grid Record Fields

Resource*	Identifies the assigned employee by his or her agency-defined, unique ID. The list of Employees comes from the Work > Administration > Work Flow Setup > Employee Setup module. By default, this picklist displays Employees associated with the Work Order's Category. You may, however, opt to Show All records. If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Employee with the Work OrderCategory.
Alt Description	Provides a secondary description of the person.
Department	Identifies the section of the organization to which the person belongs.
Division	Identifies a subsection of the organization to which the person belongs.
Class	Distinguishes the employee using agency-defined criteria.
Group Number	Assigns the employee to a particular group of selected Task Resource records. For example, the Group Number field can be used to group an Employee with a specific piece of Equipment or with Materials that they are authorized to use.
Account #	Indicates the reference number for the general account billed for the employee's work on the Task. The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats If this field is left empty and the "Populate empty WO Resource Acct# w/Task"Work Option is enabled, the system copies the Account # on the Task record here.
Proj No - Acct	Indicates the reference number for a specific project account that should be billed for the employee's work on a task. An agency can configure EAM to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the "Populate empty WO Resource Acct# w/Task"Work Option is enabled.

* Required.

 

More Employee Fields