Employee Resources

Employee Resources are used by the SFDC module, along with Timesheets, for capturing actual labour costs against Works Orders. The ‘Employee Resources’ list contains all currently configured employees’ setup in the system.

Beneath the employee resources grid there are 3 buttons:

Add: Add a new employee.

Edit: Edit the selected employee.

Remove: Remove the selected employee.

Adding/Editing an Employee

The ‘Add/Edit Employee’ screens are identical, and contain the following information:

Employee Number: The employee number. This is used when logging into the SFDC system and must be unique.

First Name: The employee’s first name.

Surname: The employee’s surname.

Category: The employee’s assigned category.

Press Save to save the new or amended employee to the database.