Employees

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

  • Go to Parameters & Lists > Employees > Employees in the main menu bar.
  • Enter a code of up to eight characters for the employee and hit return, say Yes to Add New Employee?
  • Enter the full name of the 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.

Address

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.

Home/Office/Mobile/Email

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

1. Company

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.

  • Click on the New Button.
  • Enter or Search for the company code and click on the green tick button.
  • Enter an optional comment.
  • Enter or search for a role for the employee in relation to this company.
  • Click on the Done button and save.


2. Contacts

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,

  • Click on the New Button to the left hand side of the grid.
  • Enter or Search for the company code and contact code and click on the green tick button.
  • Enter a comment if required in the Comment box.
  • Enter the role the employee has with this contact if appropriate.
  • Click on the Done button to return to the previous screen.
  • Save any changes.

3. Attributes

You can assign attributes to employees for classification and grouping.

To Add an Attribute

  • Click on the New Button.
  • Enter or Search for the Attribute Type and Code, click on the green tick button. If you would like to set up new Attributes see Adding Additional Attributes.
  • Enter an optional comment in the text field.
  • Click on the Done button to return to the previous screen.
  • Remember to save any changes.

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.

Commission Percentage

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.

  • Click on the New Button to the left hand side of the grid.
  • Enter or Search for the Item Group code and click on the green tick button.
  • Enter the commission percentage for that Item Group.
  • Click on the green tick button to save.

Bank Details

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