Employees

To streamline the process of creating Work Orders or PMs, agencies can associate Employees who commonly perform a type of work with related Task Setup records. Then, when a user adds that Task to a Work Order or PM/Template as a Sub Task, the Employees are added to the Work Order or PM, as well.

A Task Setup record's Employees grid lists personnel resources associated with the Task by default.

In the Work > Administration > Work Flow Setup > Task Setup module, click the button to expand the Task Setup record to which you want to add an employee.
Select the Employees grid and click the button. The Setup Task Employee form appears:
Use the Resource pick-list to select an employee (required). These options come from the Work > Administration > Work Flow Setup > Employee Setup module.
Fill out the Norm, Regular and Overtime (OT) fields to reflect the time you expect it will take this person to accomplish this task. More information about Time Costs
Complete other fields as desired.
Enter a Group Number if you intend to group the employee with other resources for this task.
Click the button to save the record. The new record now appears in the Task Setup record's Employee grid.

Open the Work > Administration > Work Flow Setup > Task Setup module.
Click the to expand the Task record to which you want to add an employee.
Click the Toolkit in the Employees grid and select Add Multiple Employees. The following pop-up opens:
Select one or more employees (required). Use CTRL + click to select multiple employees.
The Hours fields enables you to enter any hour type, including regular time, overtime, holiday hours, vacation hours, or any other type of specialty hours. Enter values in the Normal Hours, Regular Hours and Overtime Hours fields to reflect the time you expect each employee will spend to accomplish the task.
The Time Cost field enables you to specify if the specialty hours were billed as regular or overtime. More information about Time Cost
Click OK to save the record. The selected Employee(s) now appear in the Task Setup > Employees grid.

Resource	Identifies a person by employee ID and name. Records in this pick-list come from the Work > Administration > Work Flow Setup > Employee Setup module.
Alt Description**	Describes the employee by another means.
Account #	Specifies the account number associated with the employee's work on this task.
Proj No - Acct	Specifies the project number associated with the employee's work on this task.
Group No	Collects resources together within the task. Often used to group an employee with a specific piece of equipment or with materials that he or she is authorized to use but may be used to group other resources.
Unit of Measure	Specifies the unit of measure that applies to the employee's work on this task.
Norm	Sets the expected number of hours the employee will spend on the task. The Time Cost field indicates what kind of time this field represents. This is used in the Work Order > Task > Employee > Units field.
Time Cost	Indicates how the employee's cost for time entered into the Norm field should be calculated; for example, as regular or overtime.
Regular	Sets the expected number of regular work hours the employee will spend on the task.
OT	Sets the expected number of over time work hours the employee will spend on the task.
Estimated	Sets the overall total expected time the employee will spend on the task.