Employee Properties

This screen allows you to define properties that are specific to an Employee.  Property titles are user-defined in screen General>Settings>Standard Properties

 

List Tab

 

This displays the current list of Employees.

 

Display fields

 

The displayed fields are taken from the Employee Details.  The selection of which fields to display here is at the user’s discretion.  To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.  On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.   To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Employee Properties screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the ‘Detail’ tab for entry of Employee Properties.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: Not applicable to the List panel

 

 

Detail Tab

 

Entry and Display fields

 

Employee Name: Display only field showing the Employee selected in the List screen

 

Employee Number: Display only field showing the ID Number of the Employee selected in the List screen

 

Status: Display only field showing the status of the Employee selected in the List screen

 

First Name: Display only field showing the First Name of the Employee selected in the List screen

 

Last Name: Display only field showing the Last Name of the Employee selected in the List screen

 

Property: From the drop-down list select the Standard Property (as maintained via General>Settings>Standard properties) against which a value specific to this Employee will be made.

 

Value: Enter a value against the selected property.  The content will be validated against the Property Type as follows:

Text

Decimal

Integer

Currency

Yes/No

Date

Time

If the Standard Property contains a pre-defined list of values then the specific value must be selected from a drop-down list.   

 

Buttons

 

Close: This will close the Employee Property screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: Moves the cursor to the lower panel for creation of a new Employee Property record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Employee Property record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This enables you to delete the selected Employee Property record.