PM Resource - Employees

Each PM Task can store a list of Employees that will likely be used to accomplish the Task. These records are used to estimate time and cost information for the work that will be done.

The Employees grid enables users to associate employees with any Tasks records. If you enter a Task that has Employees associated with it in the Work Flow Setup Tasks module, those Employee records will be automatically populated in the PM Tasks > Employees grid.

Open the PM/Template > PM Tasks grid.
Click the to expand the PM Task record to which you want to add an Employee.
Select the PM Resource - Employees grid and click Add . The PM Resource - Employees form opens.
The Work Task will auto-populate from the parent PM Task record.
Use the Resource picklist to select an Employee (required).
The Unit of Measure field will auto-populate based on the selected Employee but can be changed.
Enter a Group Number if you intend to group the Employee with other Resources on the Tasks.
If desired fill out the Time and Cost fields.
- If using Units (normal time):
  1. Enter Units of time.
  2. Click outside the field. The Time Cost field will become active.
  3. Select the Time Cost. More information about Time Cost
- Enter the Regular Time Hours and Overtime Hours fields.
Complete other fields as desired.
Click Save . The new Employee now appears in the grid.

Open the PM/Templates module.
Click the to expand the desired PM/Template record.
In the Tasks grid, select one or more Tasks records to which you want to add Employees.
Click the Toolkit in the Tasks grid and select the Add Multiple Employees | Selected Record(s) tool. The following pop-up appears:
Select the Resource picklist to select desired Employees.
- Use CTRL + click to select one or more Employees. The tool will not allow you to add Employees who are already attached to this PM/Template Task.
- Click Select.
Enter the Units worked:
- If Auto Calculate Units is enabled on the Resource record, these fields will be automatically populated based on the Date/Time selections.
  More information about auto-calculating Units
- To manually enter Units:
  - Enter the time the employees spent on the task in the Units field.
  - Click the Time Cost picklist to choose the type of time the Employees.
  More information about Time Costs
  - Click Select.
If necessary, enter Regular Time Hours and/or Overtime Hours.
Click OK. The new Employee(s) now appear in the grid of the selected record(s).

Work Task	Identifies the record in the Task grid that the Employee is attached to.
Resource*	Indicates the user-defined, unique ID for the assigned Employee. An agency establishes its list of Employees in the Work > Administration > Work Flow Setup > Employee Setup module. By default only the Employees associated to the PM/Template's Category are displayed.
Alt Description	Identifies a secondary description of the Employee.
Group Number	Enables users to group selected Resource records together by assigning a group ID. For example, this can be used to group an employee with a specific piece of equipment or materials that they are authorized to use.