Employees (EP203000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

You can use this window to create employee accounts or to view and edit existing employee accounts.

Element Beskrivning
Åtgärder I den här menyn kan du välja följande åtgärder:
  • Detach the employee's login:
    Clears all login information and removes the login associated with the employee.

    The menu item is available for all users who have access to this window.
    However, only administrators can use the User info tab in this window to create a new login or manage existing logins.

  • Ändra ID:
    Opens the Specify new ID dialog box, where you can specify a new ID for the employee.

You use the elements in this area to create a new employee account or to view or edit an existing employee account.

Element Beskrivning
Employee ID The unique identifier, which is assigned to the employee in accordance with the configuration of the EMPLOYEE segmented key.
Namn på anställd The name of this employee.
Status The status of the employee. Det kan vara:
  • Active: The employee currently works for the company.
  • On hold: The employee account has not yet been activated.
  • Hold payments: Payments should be held for some reason.
  • Inactive: The employee has finished his or her work for the company.
  • One-time: The employee is defined as a one-time employee.

This tab contains the employee's contact information, address, and other general settings.

Element Beskrivning
Employee contact Link to the contact associated with the employee.
Titel The courtesy title to be used for the employee.
Förnamn The first name of the employee.
Middle name The middle name of the employee.
Last name The last name of the employee.
Telefon 1

The phone number of the employee.

Select the phone number type, and enter the phone number in the adjacent field.
Telefon 2

An additional phone number of the employee.
Telefon 3

An additional phone number of the employee.
Fax

The fax number of the employee.

Select the fax type, and enter the fax number in the adjacent field.
E-post

The employee email address.

Note that an email address is required when you assign a user account to an employee.
Webb The website of the employee, if any.
Element Beskrivning
Adressrad 1 The home address of the employee.
Adressrad 2 The second line of the home address (if needed).
Adressrad 3 The third line of the home address (if needed).
Postnummer The postcode for the employee address.
Ort The city of the employee address.
Land

The country of the employee address.
Kommun

The state of the employee address.

If a list is available, select the state from the list of states in the country you selected above.

Element Beskrivning
Employee ref. no. A reference number for the employee.
Employee class

The class of the employee.

Select one of the employee classes and many elements on the Financial settings tab will be filled in with the class settings.
Företagsgren The branch or location of your organisation where the employee works.
Department

The department the employee works for.
Kalender

The calendar that describes the work hours of the employee and the time zone the employee works from. The default value is the calendar associated with the employee class.
Regular hours validation The extent of validation of regular work hours for this employee. The default value is provided by the employee class. Det kan vara:
  • Behandla:
    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.
  • Ingen:
    Disables validation of regular work hours for this employee.
Reports to The manager or other employee who is responsible for the employee assignments. This information can be used on assignment maps for finding a proper work group for approving claims, time cards, and related documents.
Säljarens namn The salesperson identifier of the employee, if the employee is a salesperson.
Employee login The username to be used when the employee signs into the system.
Valuta-ID The currency to be used for the employee compensation payments.
Tillåt ändring av valuta A check box that (if selected) indicates that the currency may be changed for particular documents associated with the employee.
Curr. rate type The currency exchange rate type to be used for the employee.
Tillåt ändring av kurs A check box that (if selected) indicates that the currency rate type may be changed for particular documents associated with the employee.
Anställningskategori The non-stock item (of the Labour type) used as a source of expense accounts for transactions associated with projects or contracts.
Forward emails A check box that (if selected) indicates that this employee's emails should be forwarded to the employee's email address.
Time card is required A check box that (if selected) indicates that time cards are required for this employee.
Webhook-meddelande

A check box which (if selected) indicates that the system will send a notification when an employee is created or updated.
Target ratio % The invoiceable part of the employee's time. Used for inquires and reports.
Element Beskrivning
Födelsedatum The employee's date of birth.

This tab contains information about the employee's history of employment in the company.
By using this tab, you can also generate empty time cards for a particular time interval by clicking Generate time cards.

Element Beskrivning
Från The start date of the time interval for which you want to generate empty time cards.
Until The end date of the time interval for which you want to generate empty time cards.
Generate (button) Generates released empty time cards for the specified time interval.
Avbryt (knapp) Closes the dialog box, and cancels the process of generating the time cards.
Element Beskrivning
Aktiv A check box that (if selected) indicates that the employee currently holds this position.
Befattning

The position the employee held in the company between the start date and the end date (see below).
Startdatum The date when the employee was appointed to this position.
Start reason The reason the employee was appointed to this position. Välj mellan följande:
  • Ny:
    The employee was newly appointed to the position.
  • Rehire:
    The employee was rehired by the company.
  • Promotion:
    The employee was promoted.
  • Demotion:
    The employee was demoted.
  • New skills:
    The employee acquired new skills.
  • Reorganisation:
    The position resulted from reorganization that the company underwent.
  • Other:
    The employee's appointment to the position occurred due to some other reason.
Slutdatum The date when the employee was appointed to another position or the employee's employment in the company was terminated.
Terminated A check box that indicates (if selected) that the employee stopped working for the company.
Termination reason The reason the employee's employment in the company was terminated.
Välj mellan följande:
  • Retirement: The employee has retired.
  • Layoff: The employee has been laid off.
  • Terminated for cause: The employee has been fired for a specific reason.
  • Resignation: The employee has resigned.
  • Deceased: The employee has died.
  • Medical issues: The employee has stopped working due to medical issues.
Rehire eligible

A check box that (if selected) indicates that the former employee is eligible for rehire.

This check box is available only if the Terminated check box is selected.

You use this tab to specify the accounts involved in recording the employee compensation and payments.
If you have selected an employee class on the General info tab, these elements will initially be populated with the values specified for the class, but you can change any of the values.

Element Beskrivning
Leverantörsskuld The supplier account to be used to record payments owed to the employee.
Koddel leverantörsskuld Tillhörande koddel.
Förskottsbetalning The account to be used to record prepayments paid to the employee.
Koddel förskottsbetalning Tillhörande koddel.
Kassarabatt One of the cash discount accounts used in the Supplier ledger workspace; this account is not actually used for employees.
Koddel kassarabatt Tillhörande koddel.
Kostnadskonto The account that will be used to record compensation amounts paid to the employee.
Koddel, kostnad Tillhörande koddel.
Försäljningskonto The account to be used to record sales made by the employee, if applicable.
Koddel försäljning Tillhörande koddel.
Element Beskrivning
Zon The applicable VAT zone.
Betalningsvillkor

The terms used as a schedule to pay salary or wages for the employee.
Element Beskrivning
Betalningsmetod

The payment method to be used by default for compensation payments. The selected payment method defines the custom columns displayed in the Payment instructions field.
Likvidkonto The cash account to be used for compensation payments.
Avgiftshantering Specifies which party will pay charges due for processing of the payment.
Kontotyp för betalning The account used for the payment.

This tab allows you to specify values of the attributes (if any) to categorise the employee.
The list of attributes available on this tab depends on the attributes specified for the employee class to which the employee belongs.

Element Beskrivning
Grupp Namnet på attributet.
Obligatoriskt A check box that (if selected) indicates that you will not be able to save changes in the employee record unless you specify an attribute value.
Värde The value of the attribute specific to this employee.

This tab has a table with the list of activities, such as tasks, events, and other activities associated with the employee. By using this tab, you can add a particular task, event, email, or some other activity to associate it with the employee.

Element Beskrivning
Lägg till uppgift Öppnar fönstret Uppgift (CR306020) där du kan skapa en ny uppgift.
Lägg till händelse Öppnar fönstret Event (CR306030) där du kan skapa en ny händelse.
Lägg till e-post Opens the Send (CR306015) window so you can send an email to the lead.
Lägg till aktivitet Contains a menu with menu commands that correspond to the list of activity types configured in the Activity (CR306010) window. By clicking a menu command, you open the Activity (CR306010) window, where you can create an activity of the corresponding type.

In addition to the columns described below, the table includes columns (labeled with icons) you can use to attach notes and files to the activity, see if it is completed, and check its priority level.

Element Beskrivning
Typ Typen av aktivitet.
Översikt

Beskrivningen som angivits för aktiviteten.
Status Statusen på aktiviteten.
E-poststatus Statusen på det aktuella e-postmeddelandet (om ett sådant finns).
Frisläppt A check box that (if selected) indicates that the activity has been released.
Startdatum Startdatum och tid för aktiviteten.
Skapad vid Datumet och tiden då aktiviteten skapades.
Använd tid Total tid som lagts ner på aktiviteten.
Arbetsgrupp Arbetsgruppen som blivit tilldelad aktiviteten.
Uppdragsägare Namnet på användaren som blivit tilldelad aktiviteten.

This tab provides a table with information on mailings for which this employee is defined as a recipient.

Kolumn Beskrivning
Arbetsyta The workspace where the mailing is defined.
Källa The entity, Supplier or Customer, that is the source of emails.
Utskick The identifier of the mailing.
Employee class The employee class for which the employee receives the mailing.
Beskrivning The description that has been provided for the class.
Rapport The particular report to be used as the body of emails if the mailing uses a report rather than an email template.
Formulärmall The email template to be used to generate personalised emails for this mailing, if the mailing uses a template rather than a report.
Format The format of the report, if applicable.
Hemlig kopia A check box that you select to indicate that a blind carbon copy of emails will be sent for this mailing.
Aktiv A check box to indicate that this mailing is active for the employee.

On this tab, you define the relationship between an earning type and a labour item, which is the source of expense accounts.
Thus, depending on the earning type of the activity, the system will use particular expense accounts for posting particular project transactions.

Kolumn Beskrivning
Tidkod

The type of hour for the activity, which determines how labour price is calculated.
Beskrivning The description provided for the type of hour.
Anställningskategori A non-stock item of the Labour type, which is the source of the expense accounts that the system uses for posting particular project transactions.
Standardpris

Skrivskyddat. The default price of the selected labour item. This price is not used in project transactions and is displayed for information only.

This tab provides information about the hourly rates of the employee.

Kolumn Beskrivning
Gäller från datum The date when the rates specified by this row become effective.
Type of employment The type of employee with regards to pay. You can choose one of the following options:
  • Hourly:
    The employee is paid (usually weekly or biweekly) based on hourly rate for hours worked.
  • Salaried non-exempt:
    The employee is compensated based on salary, with overtime hours paid additionally.
  • Salaried exempt:
    The employee is compensated based on salary, typically paid once or twice a month.
Regular hours per week The work hours that the employee should spend during a week on activities with the Regular hours earning type.
Annual salary amount The annual salary amount of the employee (only applicable for salaried employees).
Hourly rate

The hourly rate of the employee's pay (only applicable for employees payed hourly).
Kolumn Beskrivning
Projekt The specific project the employee participates in.
Uppgift The project task the employee works on.
Hourly rate The hourly rate for this project task if the employee is paid on an hourly basis.

You can use this tab to view and edit information about the user account associated with the employee.

Element Beskrivning
Status The account status. Det kan vara:
  • Not created: The selected employee is not associated with any user account.
  • Pending activation: The new user account is awaiting activation.
  • Active: The user account is active.
  • Online: The user is signed in to the system.
  • Disabled: The user account is disabled.
  • Temporarily locked: The user account is temporarily locked out.
User type The user type of this user, which defines the set of roles available to the user and the creation rules of the user account.
Inloggning The username for authorisation within the system.
Lösenord

The password the new user should use when initially signing in. This box is displayed (and is required) for newly added users and is available only if you clear the Generate password check box.
Generate password

A check box that you select to have the system generate the password automatically. This check box appears only for newly added users. The information to sign in will be sent to the user's email address when you save the user account.
Reset password

Brings up a dialog box to let you reset the password for the selected user. This button becomes available after the user account has been created.
Activate user

Activates the new user account if the account requires activation. This button is available only for the user accounts with the Pending activation status.
Enable user

Enables the selected user account. This button is available only for disabled user accounts.
Disable user

Temporarily disables the selected user account. This button is available only for enabled user accounts.
Unlock user Unlocks the selected user account. This button is available if the account has been temporarily locked.
Kolumn Beskrivning
Role name The name that identifies the role.
Role description The description of the role.

On this tab, you can specify employees to whom you want to delegate the creation and adjustment of your expenses in the Expense receipts (EP301010) and Expense claims (EP301030) windows.

Kolumn Beskrivning
Delegate The identifier of the employee who has been appointed a delegate.
Namn på anställd The full name of the delegate employee.

This tab is only visible if the Webhook notification check box is selected on the General information tab.

Knapp Beskrivning
Visa feedback från meddelanden Öppnar fönstret Webhook-meddelande, feedback där du kan se meddelanden som mottagits från det externa integrationssystemet.
Skicka meddelandet på nytt Skickar meddelandet på nytt.
Kolumn Beskrivning
Klart

Om meddelandet skickats visas True i kolumnen.
If it failed, the value is False.
Händelse

Här anges om ett konto skapats eller uppdaterats. En av följande händelser anges:

  • Enhet skapad
  • Enhet uppdaterad
  • Enhet raderad - är bara tillgängligt för konton
  • Dokumentstatus är ändrad
  • Extern åtgärd är utlöst
Status

Anger meddelandets status:

  • Skickad
  • Skickad på nytt
  • Tillgänglig
  • Förbrukad
Källa

Här visas varifrån händelsen skickats.

  • Visma.net ERP
    Om detta är källan, kan statusen vara Skickad eller Skickad på nytt.
  • API:er
    Om detta är källan, är statusen Tillgänglig. Den kan då skickas till det externa integrationssystemet.
  • Extern integratör
    Om detta är källan, är statusen Förbrukad. Kunden bekräftar att meddelandet mottagits.
Dokumentstatus

Anger att dokumentet har en ny status.

Till exempel, när en försäljningsorder ändrar status från Parkerad till Öppen.
Användare Användaren som gjort en ändring i enheten.
Datum Datumet då ändringen gjordes.
Meddelande En unik meddelandeidentitet som skickats.

Related reports

Create employee classes

Related windows

Betalningsvillkor (CS206500)

Work calendar (CS209000)

Kontoplan (GL202500)