The Employee screen allows you to create, maintain and view a profile of a person working in a company on various projects. This screen lets you add and maintain employee-related information such as address, rates, and HR details including salary, tax, allowance, etc. The information can be used for time entry, reporting, etc.
BillQuick
Online allows vendors, with full security control, to enter time and expenses,
just like employees.
The Employee List grid allows you to view a list of all employees saved in BillQuick Online. The grid list is your guide to employee records. Further, you can sort the grid list by any of the columns and rearrange the column layout. For example, to view the list by Last Name order (ascending or descending), click the column header. Various field labels can be changed in Custom Labels screen, in the Settings tab.
To view the employee details, the ID of an employee record displayed on the Employee List screen. Employee information is divided into the following tabs:
BillQuick Online Employee Button Panel
The following information provides details on the options available on the Employee button panel.
Help:
Opens the BillQuick Online Help in the Employee Overview section.
Print:
Clicking on this button displays a list of in-context reports that you can preview and print.
Notes:
You can click the link to view the associated notes for the selected employee. You can also add a new note from there. Notes can be used to track and easily manage the details related to your employees.
Options
New To Do Item:
Click to create a new task.
View To Do List:
Click to access the To Do List screen and view active tasks.
Attachment:
Click this button to attach files and web links to the employee record. For example, you might want to scan and attach job contract, resume or photos for reference. You can add and save files for the selected record from the Attachments screen.
Convert to Vendor:
Allows you to convert the selected employee record into a vendor record. By default, the selected employee record converts to the 'Contract Employee' vendor type.
Filters (On/Off):
Turn on or off the defined filters with this option. If selected, BillQuick Online remembers and applies the previous filter settings. Changes that you make in the Filter tab will take effect only when you select the check box. Clearing the check box is a quick way to deactivate all the filters.
Clone:
Opens the Employee Clone screen that enables you to create a duplicate employee record with similar information and attributes.
Save:
Saves information as entered on the Employee screen.
New:
Enables you to enter a new employee record into BillQuick Online. It displays the data entry fields above. Click the ID field where you must type the Employee ID and can then <TAB> through the remainder of the screen to enter additional employee information.
Return:
Closes the BillQuick Online Employee screen and takes you to the Employee List screen. It is important that you close the screen using the Return button and then log out. Do not close your browser directly as that leaves your connection open on the server for up to 20 minutes and can affect the server performance.