Main Tab

---

This tab contains the street and postal addresses and contact details of the employee. The code, surname, first name, title and usual name are the only fields that must contain a value. The Branch and Profit Centre the employee should be costed to is also selected on this tab.

The Branch and Profit Centre will be selected using the Module Control defaults however these can be changed where required. The Branch is used, with Pay Group, Profit Centre and Expense A/C Mask, to define where the employee's pay will be costed.

The account defaults are a complex area and you should review Accounting in Payroll before setting up your payroll.

There is an advanced search feature enabled when the cursor is on the Code, Surname of First Name fields. Users can search through all employees based on a range of search criteria.

Code

The employee code is a unique value that identifies each employee in your payroll. You can enter it or Greentree can generate it.

Surname

Enter or select the employee's surname.

First Name

Enter or select the employee's first name.

View

This field determines which records you have access to. The default view is set in module control. You can modify your view (depending on your security level)

The user login super overrides the view setting, allowing access to all records.

Title

Select the title appropriate for the employee.

Selecting a title will set the male/female setting.

Male

Select this field to define the sex of the employee as male.

This field is also set from the title for the employee.

Female

Select this field to define the sex of the employee as female.

This field is also set from the title for the employee.

Usual Name

The usual name is taken from the surname and first name entered above. You can change the usual name.

Salutation

Enter the salutation/greeting to use for written correspondence for the employee.

Position

Enter the position the employee holds within the company.

Date of Birth

Enter the employee's date of birth.

Profit Centre

Enter or select a profit centre to further categorise/group the employee within the company.

This is one of the fields used to define where in the General Ledger the employee's pay will be costed.

Branch

Enter or select the branch where the employee belongs within the company.

This is one of the fields used to define where in the General Ledger the employee's pay will be costed.

Status

Enter or select the current employment status for the employee.

This field is taken from a Module Control setting. You can set up additional statuses in Lookup Maintenance.

Business Hours Phone Number

Enter up to 50 alphanumeric characters for a phone number. If phone masking is being used, then this field is formatted to reflect the standard layout for the country of the employee. You can also enter more free-format text, up to the maximum length allowed, for such things as an extension reference.

After Hours Phone Number

Enter the phone number where the employee can be reached after business hours.

Mobile Phone Number

Enter up to 50 alphanumeric characters for a mobile number. If phone masking is being used, then this field will have been formatted to reflect the layout for the country of the employee. You can also enter more free-format text, up to the maximum length allowed if required.

Fax Number

Enter up to 50 alphanumeric characters for a fax number. If phone masking is being used, then this field will have been formatted to reflect the standard layout for the country of the employee. You can also enter more free-format text, up to the maximum length allowed, for such things as an extension reference.

Email Address

Enter the employee's email address. You can enter up to 1024 alphanumeric characters.

Start

Enter the employee's start date.

Finish

Enter the employee's finish date.

Street Address

Enter the Street Address for the employee. The Street Address consists of three lines, each 30 alphanumeric characters long.

Suburb

Enter a suburb name of up to 50 alphanumeric characters or select a name from the dropdown list (if available for this employee's country). If selecting from the list, the related postal code, state and timezone details will be updated on the form.

Post Code

Enter a post code of up to 10 alphanumeric characters or select from a dropdown a post codes from the dropdown list (if available for this employee's country). If selecting from the list, related suburb, state and timezone details (if required) will also be updated on the form.

State

Enter a state of up to 20 alphanumeric characters or select from a dropdown list of states (if available for the country of this employee).

Country

Select a country name from the dropdown list. The country selected will determine the data displayed in the dropdown lists for suburb, postal code and state.

T/Zone

Enter a time zone value of up to six alphanumeric characters, or alternatively, select from a dropdown list of postal code or suburb (if available for this employee's country).

Postal Address Same as Street Address

If selected, the Postal Address details will be updated with the Street Address captured for the employee. If deselected, you can edit the Postal Address fields.

Postal Address

The Postal Address consists of three lines, each 30 alphanumeric characters long.

Post Code

Enter a post code of up to 10 alphanumeric characters, or alternatively, select from a dropdown list of post codes (if available for the country of this employee). If selecting from the list, related suburb, state and timezone details (if required) will also be updated on the form.

State

Enter a state of up to 20 alphanumeric characters or select from a dropdown list of states (if available for this employee's country). You can edit or select the State field from the list.

Country

Select a country name from the dropdown list. The country selected will determine the data displayed in the dropdown lists for suburb, postal code and state.

T/Zone

Enter a time zone value of up to six alphanumeric characters, or alternatively, select from a dropdown list of postal code or suburb (if available for this employee's country).

Attachments

Click this button to open a form that enables you to add or edit /view or delete an attachment to the individual employee record.

Re-activate

Click this button to select the status for the selected employee record to re-activate.

eHR Configuration

Click this button to open the configuration form for eHR with the current employee selected. This button is only available when eHR is in use.

Leave Forecast

Click this button to open the Leave Forecast form with the current employee selected. This form allow the user to forecast how much leave an employee will have at a specified date. This button is only available when Leave Planning is in use.

Verified Checkbox

This checkbox indicates all of the saved information within the employee record is verified as correct by a user with the relevant permissions.

Verified

This button displays who and when the record was last verified, and the last edit date of the record.

---