Add Employee to Specific Organization Level

See also: Business Unit - Ribbon,  Add Region, Add District, Add Office, Add Customer Site, Add Contact

Add Employee button enables you to add an employee to a specific level from Business Organization hierarchy structure.

Steps:

1. On the Service Workspace accordion, in the My Work expander, select My Organization.

2. On the Organization docked split container, in the Company Organization node, select the business organization level to which you want to add an employee.

3. On the ribbon bar, click Add Employee button.

4. In the New Employee dialog box, enter appropriate details in all the fields.

5. Select appropriate Workgroup from the drop down.

6. Click Category Lookup button and select appropriate category codes.

7. Check Active check box to enable the user to stay active and access the application.

8. Check Dispatchable check box to enable the user to receive all the Work Order assignments.

9. If the user is a Field Engineer, check the Allow Impersonate check box to enable the user to denote the Work Orders.

10. If the user is a supervisor, check the Acting Supervisor check box to enable the user to overview the works of all the employees under the created user.

11. Click Save and Close.

Field Definitions