Employee Master

Add and maintain all employees working with the organization through this master. While saving details of an employee, IMMS also takes care of opening an Expense Account in Finance Module.

A list of already existing Employees will be displayed as follows -

Search:

Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.

Employees can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.

To 'Add' an Employee, click on the button and to 'Edit', click on the icon on its corresponding record. To 'View' details of a particular Employee, <DoubleClick> on that record. As a result, following screen will be displayed -

Screen Layout of Employee Master

You can 'Add' or 'Edit' an Employee but you can NOT 'Delete' it. Instead an Employee can be deactivated through De-Activate Master option.

Field Description of Employee Master

Employee Details

This section specifies the details of an Employee as follows -

Employee Code:

(Type : Alphanumeric, Length : 4)

Denotes the Code of the Employee.

 

While 'Adding' a new Employee, enter a unique Employee Code. This is the Code by which a particular Employee will be referred throughout IMMS. The system will check whether a unique Code has been entered or not.

 

In case of 'Edit' and 'View', Employee Code will be displayed automatically for the selected record. It can not be changed.

Employee Name:

(Type : Alphanumeric, Length : 40)

Denotes the Name of the Employee.

 

While  'Adding' a new Employee, enter the Employee Name. This is the Name by which a particular Employee will be referred throughout IMMS.

 

In case of 'Edit' or 'View', Employee Name will come automatically depending on the selected Employee Code. You can change it in 'Edit' mode.

 

Reporting to Employee:

Denotes the Employee to whom this Employee is reporting to.

 

While  'Adding', specify the existing Employee to whom the new Employee is reporting to. Click on the field to access a list of already existing Employees. Select your desired Employee from the list by clicking on it. Alternatively you can also enter the Employee Code.

 

In case of 'Edit' or 'View', Reporting to Employee will be displayed automatically depending on the selected Employee Code. You can change it in 'Edit' mode.

Phone Number:

(Type : Alphanumeric, Length : 50)

Denotes the Phone Number of the Employee.

 

While  'Adding' a new Employee, enter the Phone Number of the Employee.

 

In case of 'Edit' or 'View', Phone Number will come automatically depending on the selected Employee Code. You can change it in 'Edit' mode.

 

Mobile Number:

(Type : Alphanumeric, Length : 50)

Denotes the Mobile Number of the Employee.

 

While  'Adding' a new Employee, enter the Mobile Number of the Employee.

 

In case of 'Edit' or 'View', Mobile Number will come automatically depending on the selected Employee Code. You can change it in 'Edit' mode.

 

Email ID:

(Type : Alphanumeric, Length : 40)

Denotes the Email Id of the Employee.

 

While  'Adding' a new Employee, enter the Email Id of the Employee.

 

In case of 'Edit' or 'View', Email Id will come automatically depending on the selected Employee Code. You can change it in 'Edit' mode.

Select Account Group for Employee

Denotes the Expense Accounts linked with the Employee.

While 'Adding' a new Employee, a list of predefined Expense Account Groups along with Ledger Name is displayed to link the Employee with its respective Expense Account. Click on the small white check box of the desired row to select it. You can also select multiple rows.

In case of 'Edit' and 'View', existing Expense Account Groups of the Employee will be displayed as selected.

Once you have entered all the information, click on 'Save' button to save or 'Cancel' button to discard. The control will go back to the list.