Staff Members: Management of Staff Members' Information
MYOB Acumatica provides you with the ability to enter, store, and manage information about staff members, which are entered as employees or vendors in the system. This information, which is described further in this topic, includes each staff member's skills, licenses and certifications, location, and work schedule. You can use this information to select the correct staff member to perform a particular service.
Types of Staff Members
On the Staff (FS205500) form, you can view the basic settings of each staff member defined in the system, including the type: Employee or Vendor.
You can enter the employee data manually on the Employees (EP203000) form. If you have a larger number of employees, you may want to create an import scenario and upload the data from a file. For details on import scenarios, see Simple Scenarios for Data Import.
To add a new staff member of the Employee type, you click Add Employee on the Staff form. The system opens the Employees form in a new window, and you can enter the employee's settings. To define the employee as a staff member, you select the Staff Member in Service Management check box on the General tab (Employee Settings section) of the form.
If the employee has already been entered in the system, you open the employee record on the Employees form, define the employee as a staff member, and save your changes.
To add a new staff member of the Vendor type, you click Add Vendor on the Staff form. The system opens the Vendors (AP303000) form in a new window, and you can enter the vendor's settings. To define the vendor as a staff member, you select the Staff Member in Service Management check box on the General tab (Vendor Properties section) of the form.
If the vendor has already been entered in the system, you open the vendor record on the Vendors form, define the vendor as a staff member, and save your changes.
Work Schedules of Staff Members
In MYOB Acumatica, you can define the times when each staff member is available to provide services. You first define a staff schedule rule on the Staff Schedule Rules (FS202001) form, and then generate a schedule for a specific period of time on the Generate Staff Schedules (FS500400) form.
After you generate staff schedules, you can use the calendar boards to assign staff members to appointments or service orders that take place in time periods when the staff member is available for work. For details, see Staff Schedules.
Staff Members' Skills
If the services your company offers require specific skills, you should define the relevant skills for each service and assign them to qualified staff members. Once completed, the system will suggest a list of staff members with the appropriate skills to perform the service.
You enter the skills on the Skills (FS200600) form. Then, you associate each skill with the relevant services. Finally, you assign these skills to staff members on the Employees (EP203000) form. For details, see Skills: General Information.
Staff Members' Licenses
If the services your company offers must be performed by qualified staff members, only those with the relevant licenses can be assigned to perform the service.
You create all necessary license types on the License Types (FS200900) form. Then, you associate the license types with each relevant service. Next, you create licenses of the specified types in the system and assign them to staff members who hold the corresponding licenses.
Licenses can be assigned directly to a staff member when creating a new license on the Licenses form, or they can be assigned on the Employees form. For details, see Licenses: General Information.
Service Areas of Staff Members
You can divide the region where your company offers services into multiple service areas, defined by postal codes. In this case, if a staff member can provide services only in specific service areas, you assign these service areas to this staff member on the Service Areas (FS201900) or Employees (EP203000) form. For details, see Service Areas.