Defining employee codes

Define codes to represent individual employees, and then use the employee codes to track full-time, part-time, and seasonal personnel.

To define employee codes:

  1. Select Work > Setup > Employees.
  2. Click New Record.
  3. Specify this information:
    Organization
    Enter the organization to which the employee belongs if you use multi-organization security.
    Employee
    Enter a unique code identifying the employee, and then enter a description of the employee code in the adjacent field.
    Department
    Enter the employee’s department.

    Select the Out of Service check box to prevent the employee code from being displayed in lookups. The system automatically populates Out of Service if the employee has been transferred to another organization.

    The system automatically populates Transferred To Employee and Transferred To Employee Org. when an employee is transferred between company organizations. See Transferring Employees Between Organizations.

    Class
    Enter the class of the employee. The system automatically populates Class Org.
    Trade
    Enter the employee’s trade or craft.
    Job Title
    Enter the employee's job title.
    Supervisor
    Enter the employee's supervisor.
    Associated User
    Enter the Infor EAM Mobile user to associate with this employee.
    Hire Date
    Enter the date the employee was hired.
    Date of Birth
    Enter the employee's date of birth.
    Terminated Date
    Enter the date the employee is terminated.
    Payroll No.
    Enter a payroll number to which to associate the employee.
    Security Badge No.
    Enter the employee's security badge number.
    License No.
    Enter the employee’s driver’s license number.
    Alias
    Enter an alias to associate to the employee.
    Notification Preference
    Select the employee's preference for receiving notifications.

    Enter the employee's Address, City, State, Zip Code, and Country.

    Enter the employee's Emergency Contact and the Emergency Contact Phone No.

    Enter the employee's Work Phone No., Mobile Phone No., and Home Phone No.

    E-mail Address
    Enter the employee’s e-mail address as necessary.
    Fleet Customer
    Enter the fleet customer with which to associate the employee.
    URL
    Enter the employee's URL address.
    Cost Code
    Enter the fleet cost code with which to associate the employee. The system automatically populates Fleet Customer with the fleet customer associated with the Cost Code.
    Customer
    Enter the contract rental customer with which to associate the employee. The system automatically populates Customer Org.
  4. Click Save Record.
    The system automatically populates Scheduling Session and Scheduling Session Type.