Related Topics Getting Started Related Topics Getting Started
The Employees tab in the Entities Edit Mode allows you to view a read-only list of an entity's employees and their positions. Information is entered on the Employment tab in the People module.
Fields
Person – The name of the person employed by the entity.
Job Classification – The type of job done by the employee.
Title – The job title of the employee.
Status – An indication of whether the employee is active or inactive.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the field (the fields also may be reordered to appear as needed on the page):
Approval – An indication of whether the employee has approval authorization for invoices for a matter.
Approval Amount – The monetary amount for which the employee has approval authorization.
Approval Amount Foreign – The monetary amount in a foreign currency for which the employee has approval authorization.
Begin Date – The date employment began for the employee.
Billing Method – The type of billing (such as Hourly Rate, Fixed Fee, etc.) for the employee.
Budget – An indication of whether the employee has budget authorization for a matter.
Budget Amount – The monetary amount for which the employee has budget authorization.
Budget Amount Foreign – The monetary amount in a foreign currency for which the employee has budget authorization.
Conversion Rate – The rate to be used when converting foreign currency for the employee’s billings.
Currency – The type of currency used for the employee’s billing.
Department – The group for which the employee works at the company.
End Date – The date employment ended.
Initials – The employee’s initials for billing matters.
Primary Position – The main job of the employee at the company.
Primary Rate – The rate at which the employee bills per hour.
Primary Rate Foreign – If a foreign currency is used, the rate at which the employee bills per hour.
Reserve – An indication of whether the employee has authorization for reserves for a matter.
Reserve Amount – The monetary amount for which the employee has reserve authorization.
Reserve Amount Foreign – The monetary amount in a foreign currency for which the employee has reserve authorization.
Settlement – An indication of whether the employee has authorization to offer a settlement in a matter.
Settlement Amount – The monetary amount for which the employee has settlement authorization.
Settlement Amount Foreign – The monetary amount in a foreign currency for which the employee has settlement authorization.
Buttons
Jump – Click to access more information concerning the person.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of documents.