====== Employee ====== 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. ---- ==== 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