Employee Control is a powerful feature of BillQuick Online. It enables you to monitor closely each employee access to the activities, expenses and projects visible via drop downs in various screens.
Employee
Control is turned on via the
security screen.
After being set up, Employee Control is not enabled unless it is turned on for specific module via the Security screen. The various modules which are affected by Employee Control are Activity screen, billing functions, Billing Schedule, Budget screen, Client screen, Credit Memo, Document Management, Estimate, Expense Fee Schedule, Expense Log screen, Expense screen, Export, Import, Invoice Review, Payment screen, Project screen, Purchase Orders, Retainer Management, Service Fee Schedule, time entry screens, Timer and Vendor Bills. For each of these when Skip Employee Control is unchecked, then the settings in Employee Control setting are made applicable to the screen.
Key Fields
The fields at the top of the screen set the criteria for the data being entered or reviewed.
Employee ID:
Select the employee to which you want to apply the employee control. A list of employee's has been provided for you to choose from.
Employee Name: (Read Only)
The employee name is brought forward when a employee ID is selected. This is a read-only field.
Assign:
Click to show the below mentioned fields:
Project/Activity/Expense:
Select any option —Project, Activity or Expense to view the respective lists in the grid. Depending upon the selection, you can view and assign projects, activity codes and expense codes to the selected employee in the grid.
Show only Assigned:
Click the check box to display only the items assigned to the employee in the Employee ID field.
Show only Unassigned:
Click the check box to display only the items unassigned to the employee in the Employee ID field.
Show Active:
Mark the option if you want to view only the active projects, activities and expenses in the grid which are assigned to the selected employee. Else, you can view active as well as inactive projects, activities and expenses in the grid. It is enabled only when Show Only Assigned option is checked.
Show Vendors:
When checked, it includes the vendors in the Employee ID drop-down list. Hence, you can assign employee control settings to vendors also.
Reassign Employee:
Click to open the Reassign screen which allows you to reassign or replace the employees assigned to various projects by new employees. Reassignment of employees is done when some employees are not available for work and you want to assign their work to different employees.
Filters
From/To:
Use these fields to narrow the list of displayed projects.
Group:
Make a selection from this drop-down list to display projects assigned to a specific group.
Select
the check box adjacent to a filter to apply it to the project list.
Assignment Grid
The fields that display in the grid are dependent upon your assignment selection.
Project ID:
The ID of the project available for assignment.
Project Name:
The name of the project available for assignment.
Assign:
Select this check box to assign the selected item to a project. If you use the main check box at the top, it allows you to assign all the items in the grid to the projects.
Active:
Indicated a listed item's activity status.
Classifications:
Specify an employee's project title with this drop-down list.
Activity/Expense ID:
The ID of the activity/expense that is available for assignment.
Activity/Expense Description:
The description of the activity/expense that is available for assignment.
Billable:
Checked, it indicates the billable status of the activity/expense item. This status carries over to the Billing Review screen.
Control Billable:
Select this check box to make an activity or expense billable. This setting is automatically selected when you assign an activity or expense and is project specific.
Help:
Opens the BillQuick Online Help in Employee Control section.
Print:
Opens a report in the Report Viewer, where you can preview and print the report.
Security:
Click to open the Enable Employee Control screen which allows you to choose the module you want to enable the employee control for.
Options:
Rows:
Select the maximum number of rows to be displayed in the grid from this drop-down list.
Copy To:
Click to open the Copy Employee Control screen where you can copy the employee control settings of the specific employee to other employees or the employee group. Either, you can overwrite the settings of the employee or employee group or include them in addition to the existing employee control settings.
Save:
Saves any changes being made.
Cancel:
Cancels the entry being made.
Refresh:
Click the Refresh button to refresh the information displayed on the screen.