Differences

This shows you the differences between two versions of the page.

--- employee [2021/08/19 08:40] – created darryl
+++ employee [2021/08/19 08:48] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Employee ======
-The Employee code is a record of a member of staff within Call2Field. They don't need to be set up as [[User|Users]], but every User does need a valid Employee record.
+The Employee code is a record of a member of staff within Call2Field. Not all Employees need to exist as [[User|Users]], but every User does need a valid Employee record.
-To create an Employee, go to the Employee Code section and click Add from the list.
+----
+==== Add Employee ====
+To create a new Employee, go to the Employee Code section and click Add from the list.
 {{ :employeecodeadd.png?nolink&400 |}}
+Set the Employee Type accordingly. The Type doesn't make a difference in terms of permissions, but it defines where an Employee will appear within Call2Field:
+^Employee Type^Purpose^
+|Admin|The default type. This is an Employee who exists in the system for an office user, but doesn't appear in any dropdowns as such|
+|Field Engineer|You can assign Field Engineers to Calls and manage them within the Diary view|
+|Salesperson|A Salesperson can be assigned to a Customer or Site, as well as used in the Sales Module|
+Fill in the mandatory details, and any other fields you wish to populate and click Update to save.
+----
+==== Appearances ====
+  * Employees are a mandatory field on the [[User]] Code.
+  * Employees set as Field Engineers appear in the Engineer dropdowns, and on [[Monitor]] & [[Diary]]
+  * Employees set as Salesperson appear in the Salesperson dropdowns, and are used within the Sales Module