Managing Employees

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The Employees module enables you to:

Add employees
View employee details
Modify employee details
Delete employee details
Download employee vCards

To add a new employee, click the Add Employee link located at the top of the page, as shown in Figure 1 (Viewing the Employees Page). An employee form is displayed, as shown in Figure 1.

The only mandatory field is the Last Name. The values in the Department options can be modified in the Admin module. The users of ConcourseSuite can communicate with their customers through:

Primary phone number
Email address
Postal address

Note: Ensure the employee detail is entered carefully as it makes up the employee record while searching. The information entered can be changed at any time.

 

Employees_blankform

Figure 1 Adding Employee Details

After entering the information, you can:

save the record by clicking Save.
save the record and begin entering another employee on a new page by clicking Save and New.
quit from the screen without saving by clicking Cancel.

The View Employees page displays a list of employees in alphabetical order. The criterion for sorting can be modified by clicking the column headers. For example, clicking Department results in a listing sorted by department.

When you click action_icon, a context menu is displayed with options to perform the following operations on an existing employee record, as shown in Figure 2:

View Details - enables you to view details of an employee.
Modify - enables you to modify details of an employee.
Delete - enables you delete employee record from the list.
Download vCard - enables you to download an employee contact vCard.

 

employees_contextmenu

Figure 2 Viewing the Employee Page with the Context Menu

Note: All users do not have permission to perform all actions.

Viewing Employee Details

Click View Details on the context menu. A page containing the employee details is displayed. You can modify details or delete the record, as shown in Figure 3. This page also displays options that suggest the preferences for being contacted. For more details, refer to Understanding the Contact Preference Icons.

 

Employees_view_details

Figure 3 The Employee Details Page

Modifying Records

Selecting Modify by right-clicking the context menu, shown in Figure 2, or clicking the Modify button on the Employee Details page displays a page shown in Figure 4. You are allowed to edit the information on this page. Click Update to commit the changes or Cancel to abort.

 

Employees_modifydetails

Figure 4 Modify Employee Details

Deleting Records

To delete an employee record from the list, click Delete on the context menu, as shown in Figure 2 or the Delete button on the Employee Details page. A pop-up is displayed warning you of the responsibilities, such as a contact or an opportunity attached to the employee.

Even after an employee record is deleted, the responsibility still remains in the Contact module. Though the owner column for that contact has the ex-employee's name, it is just a reference and has no bearing on the contact.