Defining employee codes

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

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

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

    Transferred To Employee and Transferred To Employee Org. are automatically populated when an employee is transferred between company organizations.

    See Transferring Employees Between Organizations.

    Class
    Specify the class of the employee.
    Trade
    Specify the employee’s trade or craft.
    Job Title
    Specify the employee's job title.
    Supervisor
    Specify the employee's supervisor.
    Associated User
    Specify the Infor EAM Mobile user to associate with this employee.
    Tradeperson
    Select this check box to indicate this employee belongs to a trade profession.
    Workspace Occupant
    Select this check box to indicate this employee occupies a physical workspace.
    Determines Crew Location for Dispatching
    Hire Date
    Specify the date the employee was hired.
    Date of Birth
    Specify the employee's date of birth.
    Terminated Date
    Specify the date the employee is terminated.
    Payroll No.
    Specify a payroll number to which to associate the employee.
    Security Badge No.
    Specify the employee's security badge number.
    Driver's License No.
    Specify the employee’s driver’s license number.
    Alias
    Specify an alias to associate to the employee.
    Notification Preference
    Select the employee's preference for receiving notifications.
  5. Optionally, click Upload Profile Picture to add a profile picture for the employee.
  6. Specify this Contact Information details for the employee:

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

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

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

    E-mail Address
    Specify the employee’s e-mail address as necessary.
    Image URL
    Specify the employee's URL address for their image.
  7. Optionally, specify this Contract and Rental Details information for the employee:
    Fleet Customer
    Specify the fleet customer with which to associate the employee.
    Cost Code
    Specify the fleet cost code with which to associate the employee.
    Customer
    Specify the contract rental customer with which to associate the employee.
  8. Click Save Record.
    Scheduling Session and Scheduling Session Type are automatically populated.
    Optionally, click Revoke to remove the employee's record and all references to the record for GDPR compliance.
    Note: This process is not reversible.
Parent topic: Defining employee information