We are currently updating our site; thank you for your patience.

Human Resources

Module Set Up

The Human Resources module covers:

• Employees
• Crafts

Basic Static Data

• Training Courses - This can also be set up depending on the courses offered and/or recorded.
• Craft Type - Craft / skill types need to be set up.
• Shifts - Setting up shifts will be essential for workload scheduling, availability reporting and SLA Monitoring.
• Department - Needs to be set up for sales invoicing, and can be set up for contracts.
• Employee Custom Details - This can be set up to list any additional details that are not listed within the system, e.g. foreign ID, or contract start date, etc.

Technician Static Data

• Technician Availability - To be set up if using:
  • Must have for selecting Technician in the call screen.
  • Technician workload scheduling, start & stop work and activity report on the call screen.
  • Employee leave / holiday exceptions.
  • When using Tech Connect.

Expense Static Data Setup and Allocation

• Expense Code - Needs to be set up in order to set up expense types.
• Expense Allocation - Needs to be set up in order to set up Expense Types.
• Expense Type - Needs to be set up in order to link expenses to Work Orders / Calls.

Banking Static Data

• Bank Name - To be set up if using employee and customer banking details.
• Bank Account Type - To be set up if using employee and customer banking details.

Leave Types

• Expense Code - Needs to be set up in order to set up Expense Types.
• Expense Allocation - Needs to be set up in order to set up Expense Types.
• Expense Type - Needs to be set up in order to link expenses to Work Orders / Calls.