You can tell the system about people who work for you or your company, whether as contractors or employees.
You can restrict a user's ability to view or modify information on people.
Instructions
•Complete the form (see below) and click Save. Click Quit to return to the previous page. Click Clone to make a new record based on this one.
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.
•Non-Working Days tab: Define working hours and days for this person by selecting a calendar. You can also click the Add New button to enter Vacation/ Off Days and change/ delete an existing entry.
•Tasks tab: Lists tasks for which this person is required. Click Change to edit the list.
•Work Orders tab: List of work orders involving this person. Click the Edit button next to each work order to review and edit it.
•Custom Fields tab: Additional information you need about the person. In the Home page, under Administration, in the Custom Fields section click on the People link to add fields, e.g. hire date, employee number, specialties, etc.