Create
a New Employee
Create
a New EmployeeSee also: Employees, Information, General, Location, Billing Info, Scheduling Info
In GoServicePro, an employee represents user of the application. Employees can own and be assigned to Cases, Work Orders, Parts Orders and other tasks in the system.
In this Topic: Hide
Steps:
On
the Service Workspace accordion, in the
Administration expander, click 
Employees.
In
the workspace, on the default tool bar,
click 
New Icon button
General
TabSelect appropriate Workgroup from the drop down.
Click 
Category
Lookup button and select appropriate category codes.
Check Active check box to enable the user to stay active and access the application.
If the user is a Field Engineer, check the Allow Impersonate check box to enable the user to denote the Work Orders.
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.
The
Supervisor indication is used for creating hierarchical structure
of managers and employees
On the ribbon
bar, in the Actions group, click 
Save.
In the 
Change Password dialog box, enter new password
and confirm password.
Click Save and Close.
Users
can change their password once they login to the application. See
Changing a User’s Password.
From the General
tab, check Dispatchable check box to enable
the user to receive all the Work Order assignments.
Location TabIf you are using logistics module and want to track field engineer inventory, select an appropriate inventory location from Truck Inventory Loc select box.
You
must have inventory locations already created prior to assigning Truck
Inventory Locations to employees.
Scheduling TabSet appropriate Working Hours, Max Travel Radius, Overtime Group and Default Queue.
You
must create a personal queue for employees to whom you would assign
Work Orders. See 
Adding
a Queue.