Main

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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. You can select the branch and profit centre the employee should be costed to.

Select the branch and profit centre using the Module Control defaults. The branch is used, with Pay Group, Profit Centre and Expense A/c Mask, to define where the employee's pay will be costed.

Code

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

Surname

Enter or select the surname of the employee.

First Name

Enter or select the first name of the employee.

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 of 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 or Female option.

Male

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

Female

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

Usual Name

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

Salutation

Enter the salutation or 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, from the available drop down list, 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. Note this is one of the fields used to define where in the General Ledger the employee's pay will be costed. You should review Accounting in Payroll for additional information.

Status

Enter or select the current employment status for the employee.

This field is taken from a Module Control setting and 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 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, 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 masking is being used, then this field will have been formatted to reflect the standard layout for the country of the employee.

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 text, up to the maximum length allowed, for such things as an extension reference.

Email Address

Enter up to 1024 alphanumeric characters for the employee's email address.

Start

Set the employee's start date.

Finish

Set the employee's finish date (if applicable).

Street Address

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

Suburb

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

Post Code

Enter a postal code of up to 10 alphanumeric characters, or alternatively, select from a dropdown list of postal 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. You can edit or select a postal code from the list at any time.

State

Enter the name of a state (up to 20 alphanumeric characters) or you can select the state from a dropdown list. 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 select from a dropdown list of postal codes or suburbs (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'll need to edit the Postal Address fields described below.

Postal Address

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

Post Code

The Postal Code for the employee's postal address is based on the option selected. If not selected, you can enter a postal code of up to 10 alphanumeric characters or select from a dropdown list of postal codes (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. You can edit or select a postal code from the list.

State

The State for the employee's postal address uses the option selected. If not selected, you can 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 at any time.

Country

The Country for the employee's postal address is based on the option selected. If not selected, 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

The Time Zone for the employee's postal address defaults based on the option selected. If not selected, enter a time zone value of up to six alphanumeric characters or 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, edit, view or delete an attachment to the individual employee record.

Pay Now

Click this button to open the pay entry form allowing you to process a pay for the current employee.

Process Accruals

Click this button to open the process accruals form and enables you to process the balance accruals for the current employee up to a given date. Use this option when terminating an employee.

Terminate

Click this button to open the Termination Wizard form allowing you to terminate the current employee.

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. Use this form 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.

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