Security

Use the Security form to assign the user and team for each employee. These will define who has access to the employee's record and the type of access they have - full, read only, all records or only the records of the team that they belong to.

This is also where the integration to the Job Cost employee is established. The Job Cost employee can be copied from Job Cost or a new employee can be created in Payroll and Job Cost simultaneously.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Assigned User

This field displays the current owner of a record. Record ownership determines how the record can be accessed defined in User preferences. If you have the correct permissions, the assigned user can be changed by selecting a user from those available in the dropdown. Records are assigned a User based on:

User Preferences
Module Control settings

Assigned Team

This field displays the current team who may access this record. Record ownership determines how the record can be accessed as defined in User preferences. If you have the correct permissions, the assigned team can be changed by selecting a team from those available in the drop down. Records are created with the assigned team based on:

User Preferences
Module Control settings

Linked to User

This field links the HR Employee to a user when the employee is not linked to a JC employee. This is required for multi level approvals for eHR.

Authorised For Option

These options determine if the record is authorised for use by Payroll/Human Resources.

Payroll

Select this option if you want the employee to be available in the Payroll module.

Human Resources

Select this option if you want the employee to be available in the Human Resources module.

JC Employee

This checkbox will be selected once a HR Employee is linked to a JC Employee by pressing the Link button. Clicking the Link button opens a form allowing the user to link to either a new or existing JC Employee.

CRM Contact

This checkbox will be selected once a HR Employee is linked to a CRM Contact by pressing the Link button. Clicking the Link button opens a form allowing the user to link to either a new or existing CRM Contact.

Sales Person

This checkbox will be selected when you link an HR employee to a salesperson by pressing the Create button. This opens the Sales Person Maintenance form with the current Employee now created as a Sales Person. Sales people created from the employee form, are maintained using the employee form, not the Sales Person form.

Employees with the same Tax Reference

This table lists employees that have the same tax reference. Employees display in start date order, with the most recent start date first.