General

See also: Information, Location, Billing Info, Scheduling Info

General Tab displays general details of an employee.

An Employee is a user in the system, who will be expected to provide some form of service to your customers and partners.  For example, a field engineer.  

By default, when you create employees in GoServicePro, they can access the GoServicePro client based on properties of the employee record and the associated privilege class, commonly referred to as security roles that limits their access to the application. Employees can be assigned work assignments such as Cases, Work Orders, Sub Cases, Part Orders and Tasks. Based on individual skills, employees are assigned skills and certifications.

Workflow of an Employee in GoServicePro system:

1. Create a new Employee

2. Open an Employee

   In this Open Employee Topic: ShowHide

   • Open an Employee from Quick Access Tool bar
   • Open an Employee from System Menu
   • Open an Employee from Employees node

    

   Open Site from Quick Access Tool bar

   1. On the Quick Access Tool bar (appears on the left hand side of 'Title bar' of the application), click Open Object button.

   2. On the Open Object dialog box, from the Object drop down, select Employee.

   3. In the ID field, enter the ID of the Employee you want to open.

   4. Click Open.

   Open Site from System Menu

   1. On the System Menu (appears on the left hand side of 'Quick Access Tool bar'), point to Open Item and then click Open Employee.

   2. On the Open Object dialog box, from the Object drop down, select Employee.

   3. In the ID field, enter the ID of the Employee you want to open.

   4. Click Open.

   Open Site from Sites node

   1. On the Service Workspace accordion, in the Administration node, click Employees.

   2. In the work space, you can make use of Adhoc Row or Tool bar to filter the search results and identify the Employee you want to open.

   3. Click the ID hyperlink of appropriate record OR double-click the record and the Employee account opens.

3. Change Ownership

4. Make the Employee as Supervisor

   In the General tab, check Acting Supervisor check box

5. Make the Employee as System Administrator

   In the General tab, check System Administrator check box

6. Make the Employee as Dispatchable

   In the General tab, check Dispatchable check box

7. Change Password for an Employee

8. Employee Site and Asset Preferences

9. Employee Skills

10. Employee Certifications

11. Activate Employee Account Status

12. Inactivate Employee Account Status

13. Select Working Hours

14. Create Working Hours

15. Select Default Queue

Field Definitions

Common Tasks

Lookup Resource

Select Manager

Select Category Code

Change Status

Change Owner

Employee Start Date