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.
Skills and Licenses of Staff Members
If the services that your company offers require special credentials, you should specify the skills and licenses each staff member has. Before you start assigning skills and licenses to staff members, you enter the required skills and license types on the Skills (FS200600) and License Types (FS200900) forms, respectively. Then you can assign the needed skills to a staff member on the Employees (EP203000) form. For details, see Skills.
You can assign needed licenses to a specific staff member directly when you create a new license on the Licenses form, or assign licenses to the staff member on the Employees form. For details, see Licenses.
Service Areas of Staff Members
You can divide the area where your company offers services into multiple service areas that are 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.