You can tell the system about people who work for you or your company, whether as contractors or employees.
In the Professional edition you can restrict a user's ability to view or modify information on people.
Instructions
•Complete the form (see below) and click Save.
(Alternatively, click Cancel to abandon your changes.
Listing
•Name: Identifies the person, either an actual name, e.g. "William Marshal" or an internal code, e.g. “Electrician-L3”.
•Phone & Email: Contact details.
•Category: The person belongs to this category.
•Location: Person works or is based at this location.
•Hourly Rate: An hourly wage rate/cost rate applicable for this person. If this is changed, any automatically calculated labor costs for tasks will be updated.
•Comments tab: Provide more information about the person, e.g pictures or notes. See HTML Editor for how to insert links, pictures, etc.
•Non-Working Days tab: Define working hours and days for this person by selecting a calendar. You can also click the Add button to enter Vacation/ Off Days and double-click an existing entry to change or delete it.
•Tasks tab: Lists tasks for which this person is required. Double-click a task to bring up a clickable list of work orders or click Add/Remove tasks From List to edit the list.
•Work Orders tab: List of work orders involving this person. Double-click an entry to review and edit it, or click Add/Remove tasks From List to edit the list.
•Custom Fields tab: Additional information you need about the person. In the main window, select Administration, Define Custom Fields to add fields, e.g. hire date, employee number, specialties, etc.