Employee classes (EP202000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to create, view, and edit employee classes. For more information, see: Create employee classes.
When you create new employees by using the Employees (EP203000) window, you must specify a particular employee class.
The system will then fill in many of the elements in the window with default values provided by the class.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

You use the elements in this area to create a new employee class or to select an existing class so that you can view or modify its settings.

Element Description
Class ID A unique identifier assigned to an employee class.
Description A detailed description of the employee class.
Account used for payment The account used for payment for this employee class.

Changing a setting for a class will not change that setting for all employees of the class; the class settings are used to provide default values only when you create new accounts for employees of the class.

Element Description
Terms

The terms used as a schedule to pay salary or wages for employees of the class.

Payment method

The payment method to be used by default for compensation payments.
Cash account

The cash account to be used for compensation payments.
Supplier account The supplier account used to record payments owed to employees of the class.
Supplier subaccount The corresponding subaccount.
Cash discount account One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees.
Cash discount sub. The corresponding subaccount.
Prepayment account The account to be used to record prepayments paid to employees of the class.
Prepayment subaccount The corresponding subaccount.
Expense account The account to record compensation amounts paid to employees of the class.
Expense subaccount The corresponding subaccount.
Sales account The account to record any sales made by employees of the class.
Sales sub. The corresponding subaccount.
Currency ID The currency of the payments.
Enable currency override A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee.
Curr. rate type The rate type to be used for the employees of the class.
Enable rate override A check box that (if selected) indicates the currency rate type may be changed for particular documents associated with the employee.
Calendar The calendar that defines work hours for the employees of the class, as well as the time zone they work from. Select the appropriate calendar from the list of calendars.
VAT zone ID The default VAT zone for the class.
Regular hours validation The extent of validation of regular work hours for this employee. The default value is provided by the employee class. The following options are available:
  • Validate:
    Enables validation of regular work hours. If the total number of entered regular hours does not equal the number specified in the Regular hours per week field on the Employee cost tab, you will not be able to submit the time card for approval.
  • Warning only:

    Regular work hours are validated.

    Enables validation of regular work hours. If the total number of entered regular hours does not equal the number of regular hours per week, you will see a warning but you will still be able to release the time card.
  • None:
    Disables validation of regular work hours for this employee.
Time card default date

A setting that defines which date is specified by default for a new record that an employee of the class enters.

  • Next work day (selected by default): For the first activity in the selected reporting period, the default date is the first work day of the period.
  • Last day entered: For the first activity in the selected reporting period, the default date is the starting date of the period.
Webhook notification

A check box which (if selected) indicates that the system will select the webhook notification check box for all employees in the given employee class.

This tab contains a table with the list of attributes associated with the employee class.
Each attribute can be selected from the list of attributes defined in the Attributes (CS205000) window.

Column Description
Active

A check box that indicates (if selected) that the attribute is available for all employees of the class.

You can deactivate an obsolete attribute by clearing the check box—in this case, the deactivated attribute will no longer be displayed for employees of the class, but all attribute values that have already been specified for existing records still will be stored in the database, so if you re-activate the attribute, its values will become visible in the system again.
Attribute ID The name of the attribute, which serves as its identifier.
Description A brief description of the attribute.
Sort order A number that represents the order of the attribute in the list of class attributes.
Required A check box that (if selected) indicates that the attribute value is required for an employee of the class.
Internal A check box that (if selected) indicates that the attribute is not available for portal users.
Control type The type of the attribute: Text, Combo, Multi select combo, Lookup, Checkbox, or Datetime.
Default value The default value of the attribute.