The above program is loaded when the Employees link is clicked from the Navigation Pane. NOTE - when adding Employees who are also Users it is quicker to use the New User & Employee Wizard
Please refer to the Grid Views for how to use the Employees grid view. In addition to the standard features described in the link, the following options are available:
•Add New - this can be chosen from the Toolbar and will display a blank Employee Details page ready for the data to be entered for a new employee.
•View Details - this can be chosen by double clicking the mouse on a row, or by right clicking the mouse over a selected row and choosing View Details, and will display the Employee Details for the selected employee.
•Mark as Deleted - this can be chosen by right clicking the mouse over a selected row and will allow an employee to marked as Deleted. NOTE - Employees are never physically deleted from the database as their time may be required for a substantial period of time after they leave. They may be re-activated from the Deleted Employees view.
•Add Recipient - this can be chosen by right clicking the mouse over a selected row and will add the employee (subject to a valid email address) to be added to an email as either To, Cc or Bcc - see Email Editor. If the Email Editor is closed, a new Email will be created with the employee's email address, otherwise the employee's email address will be added to the list of recipients.
•Send Standard Email - this can be chosen by right clicking the mouse over a selected row and will display the Standard Document dialog box for selection of a employee standard email.
•Send Standard Letter - this can be chosen by right clicking the mouse over a selected row and will display the Standard Document dialog box for selection of a employee standard letter.
•Record Actions - this can be chosen by right clicking the mouse over a selected row and will display the New Actions dialog box. Actions created will be saved against the employee and can be viewed in the Employee's Actions tab. They may also appear in the User's To Do list.
•Add Document - this can be chosen by right clicking the mouse over a selected row and will display the New Document dialog box. Documents created will be saved against the employee and can be viewed in the Employee's Documents tab.
