SedonaSetup                                Operations Setup Tables/Options

Employees - General Information

User Code – If the Employee will be granted permission to login to the SedonaOffice application, you must select the User Code from the drop-down list that corresponds to this employee.  For employees that will not login to the SedonaOffice application you may skip this field.

Type – Select the appropriate Employee Type for the Employee.  If the employee is a salesperson, select SL.  If the employee performs work for both the Service and Installation department, select either IN or SV.

Assigned To – From the drop-down list, select the Department in which the employee works.  This is for informational purposes only.  Departments which appear on the drop-down list are created in the Departments setup table.

Supervisor & Credit Request Handoff – If your company has activated the use of the Credit Requests functionality, the Employee name selected from the drop-down field will be the next employee to which a Credit Request is assigned for approval.  If your company is not using Credit Requests, you may select the Employee’s supervisor from the drop-down list (used for information purposes only).

For Employee Types of SL (salesperson), this field is used to select another employee that will receive an override commission on jobs for this employee.

Commission % – If the Employee is a salesperson type (SL), you may enter the default rate for commissions to be paid on installation jobs to the employee name selected in the previous field Supervisor.

First Name, Last Name, Middle Initial – Enter information in each field for the Employee.

Date of Hire – This is an optional field where you may enter the date the Employee was hired by your company.

Termination (date) – This is an optional field where you may enter the date the Employee was terminated by your company.

Job Approval Group – If your company has activated the Job Approvals function, and this employee will be authorized to approve Jobs, select the Group to with the Employee will be linked.  You must first setup entries in the Job Approval Group setup table.

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