You can add or view information about employees e.g. sales reps in the system. This information could be used, for example, to see which sales rep is responsible for which customers. Also, in working out commissions on sales.
Adding an employee into the system in this way does not set them up as a BusiPro user i.e. they are not allocated their own login. (If you wish to enter a new user you must use the Supervisor System.)
To Add a New Employee
1. Main Tab
The first tabbed page is the Main details page. Use this page to view or enter the name and contact details of the employee. This page contains the following fields and you can pick and choose which you fill in:
Title, Forename, Surname, Initials, Salutation
These are filled in automatically from the details entered in the Full Name field, however these can be edited.
Date of Birth
This is where you enter the employees date of birth. This is an optional field.
Add the employee's address. Enter or Search for the county code. The country code will be filled in automatically from the county code entered, this can be changed if required.
Enter information if available or required.
Employee User Code
If the employee is an independent system user, you can enter or search for their User Code.
Employee Start/Leave Date
This field contains the date the employee started and left the company.
Employee Default Role
Enter or search for the employee role code, e.g. account manager. For more information see Adding and Deleting Employee Roles.
2. Links Tab
This page will list companies that have been linked to this employee in the Employee Links section of a Company Record. You can also add a company to the this employee link here.
The second tabbed page on the Links page is the Contacts page. Use this page to link an employee with a specific contact within a company. For example, if a sales employee always deals with the same contact, you can link the two using this page. Contacts that have already been linked to this employee in the Contact Employee section of the Contact's details will already be listed here see Linking an Employee to a Contact in a Company. To add a new link,
You can assign attributes to employees for classification and grouping.
To Add an Attribute
3. Commission Tab
You can set up commission percentage this employee would receive on all orders or set up different commission percentages for different Item Groups.
In the bottom left hand corner, there is a field to enter a percentage number. Entering a number here would apply this commission to all orders linked to this employee. There is a tick box next to this field, this can be ticked if the commission is to be paid net.
Employee Group Commission
You can add specific commission percentages for different Item Groups, for example an advert for a specific Publication or Exhibition stands.
Enter the account number, bank sort code and account name of the employee.
4. Communications Tab
The third tabbed page is the communications page. Use this page to view all the communications that were created by the specified employee or have been linked to that employee in the Links section of the Communications Window. You can filter the list of communications by selecting the communication type from the Comm Type Combo Box. For example if you only want to view the communications relating to telephone calls, you can choose the Communication type CALL in the Comm Type field