Classifications |
The Classifications tab enables you to define the employee’s job classification.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on employee ID, employee name, assigned shop location ID, account ID, and whether the employee charges time, among other values.
The field in the top section of this tab defines the data that displays.
Employee ID
Unique identifier of the employee currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the employee name displays to the right of the ID.
The fields in the bottom section of this tab define the job classification for the employee. All fields are optional.
Primary Classification
Employee’s current job classification. This field has a list box.
Date
Date (in MM/DD/YYYY) that the employee was assigned to the current job classification.
Grade
Employee’s current grade.
Description
Description of the employee’s grade.
Standard grade
Employee’s standard grade.
Occupation
Employee’s occupation. This field has a list box. The occupation description displays to the right of the ID. Occupations are defined on the Data -> Shop Activity -> Setup -> Employees -> Setup -> Occupations screen.
Delete: To delete the entries in the fields to the right, place a check in this field and click Save. Active classifications may not be deleted.
Classification: Employee's time classification.
The screen group enables you to associate the employee with a work management classification (or classifications). This field is optional.
Delete: To delete the entries in the fields to the right, place a check in this field and click Save. Active classifications may not be deleted.
Work management classification: Work management classification. This field has a list box. Employees are assigned to tasks only if both work management classifications (those of the task and the employee) match. Work management classifications are defined on the Data -> Shop Activity -> Setup -> Work Management Classification screen.
Description: Text description of the work management classification. This field is display only.