List of employees

The list of employees contains information regarding individual employees of the company. The data of registered employees is used for the establishment of permissions to particular functions and in particular elements in the system, e.g. an employee can be set as a person responsible for a given customer (tab CRM on customer/vendor form).

In order to open the list of employees, it is necessary to go to the Main menu and then, from Directory List group of buttons, select [Employees] button.

List of employees

Menu of the list of employees contains standard buttons allowing for adding/editing/deleting of employees, menu of printouts and buttons for generating questionnaries. External Operators button group contains button [Generate] thanks to which it is possible to automatically create external operators associated with selected employees.

Menu of the list of employees

The list of employees is composed of the following columns:

  • Code
  • Name
  • Surname
  • SSN
  • NIN
  • Active − parameter informing whether a given employee can be used in other places of the system

 

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