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 & 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.