The Employees Screen

The Employees Screen of ASR allows storing and viewing information about the company's employees. Click on the "Employees" button on the Explorer Bar of the Setup section to get to the Employees Screen:

The screen consists of 3 major areas:

• The Employees Grid
• Employee Properties
• Employee Information

The Employees Screen:

The Employees Grid.

All Employees and primary Employee's data is shown in the Employees Grid. Employees can be searched, filtered and grouped in the grid. Creating new Employees, editing Employee Primary data and deletion of Employees also done in the Employees Grid. Please refer to Working With Grids section fro more information on how to use the grid.

Employee Properties and Employee Information show individual Employee's information where the Employee is the currently selected employee in the Employees Grid. For example, in the example above, Employee "Demo Employee" is selected in the Employees grid. All other sections of the screen display data about "Demo Employee".

Each record in the Employee Grid has an optional set of "child" (or sub-) records that allow recording Employee Salary (rate) history and Absence History:

The Employee Properties show the following information (arranged into separate tabs):

• File Audit: typical organizational data a company might want to keep track of about the Employee.
• Certification & Training: a user-maintained list of Certifications and Training (C&T) completed by the Employee. Please note, the list of possible C&Ts can be defined in the ASR Miscellaneous Settings screen. Also, if a C&T has an expiration date and C&T expiration reminder is turned on, the Notification Bar will flash an indicator displaying the expiration or approaching expiration.
• Telephony Settings: settings necessary for the Employee to complete check-in/out procedures over the phone.
• Documents: a list of any documents the company wants to track associated with the employee. For example, copies of C&T certificates, signed formes, etc. in DOC, PDF, XLS or any other format can be uploaded into ASR for an easy retrieval.

The Employee Information show the following information about the Employee (arranged into separate tabs):

• Tasks Assignment: current Tasks Assignments (Care Plan) of the Employee.
• Communication Log: a spread-sheet for convenient tracking of any notes that the company wants to keep track about the employee. Any incidents, conflicts, etc. can be tracked and later reported on by ASR.
• Employee Messages: any voice messages left for the Employee by the management can be viewed/edited in that tab.

When the Employee Screen is active, the new section in the Explorer Bar is displayed:

This area adds more functions to the Employees screen:

• View Employee's Schedule: clicking on this button will open a dialog showing full Employee's schedule (more info in the Schedule section)
• Show Active Employees Only: this is a shortcut to defining and applying a filter that will show Active Employees only.
• Turn All Filters Off: this will turn off all filters applied to the Employees Grid (if any).

The Employees Screen has a set of reports available for the context of reporting information about the employees. The reports are listed in the Complete List of ASR Reports, Employees Screen section.