Configuration: Classes
Use the Classes screen to add a new employee class code or maintain an existing employee class code.
To open the Classes screen, click the Need to create a new class? Click here to add link or a Code on the Classes listing screen.
Fields on the Classes screen are:
| Field | Description |
|---|---|
| Code | A one- to two-character alphanumeric code used to define the employee class code within the system. |
| Description | A brief description of the employee class code. |
| Account Number | The general ledger account where employee gross earnings for the selected employee class code are posted. |
| Technician |
Indicates that the employee class code is used for technicians within the system. If selected, employees assigned to this class on the Employee Profile tab appear on the Work Order Service Scheduling screen when other scheduling requirements are met. If not selected, those employees do not appear on the Work Order Service Scheduling screen. |
| Omit From Scheduling | If selected, employees assigned to this class on the Employee Profile tab do not appear on the Technician Service Scheduling screen. |
| Active for System |
Controls whether the employee class code is active for use within the system.
Note: This field appears only when you open the Classes screen by selecting a Code. |
Buttons on the Classes screen are:
| Button | Description |
|---|---|
| Save | Saves changes made on the Classes screen. |
| Copy |
Copies the selected employee class code allowing you to add additional information to the copied employee class code before creating the new copy. This button appears only when you open the Classes screen by selecting a Code. |
| Save & New |
Saves a newly added employee class code and refreshes the Classes screen, allowing you to add another employee class code without closing the screen. This button appears only when you open the Classes screen by clicking the Need to create a new class? Click here to add link. |
| Save & Next |
Saves edits or changes made to the selected employee class code and moves to the next employee class code in the list. This button appears only when you open the Classes screen by selecting a Code. |
| Close | Closes the Classes screen without saving changes and returns to the Classes screen. |