New features added, version 7.5.3, 8.1, 8.1
Program LREE, Employee Maintenance, is used to enter and maintain employee master records. These records are used for production labor reporting, for tracking accumulative labor history, and for validation of employee numbers throughout the system.
There are links in this program for custom project management and data collection programs. These links include the following fields: Project Supervisor, and Data Collection OK.
Employees can be assigned to crews in this program. They can also be assigned to crews in program LRCA, Crew Assignments, and program LRMM, Crew Membership Maintenance.
1. The program opens in query mode. Press [Exit] to exit query mode..
2. Press the [New Record] button.
3. In the Employee No field, enter the employee number.
4. In the First Name field, enter the employee's first name.
5. In the Middle Name field, enter the employee's middle name.
6. In the Last Name field, enter the employee's last name.
7. Set the Direct/Indirect pop-list to indicate whether the employee is a direct or indirect employee.
* This field indicates the employee's labor type. The field is used for reference only.
8. If this employee is authorized to enter point of sale transactions, set the POS Entry Ok flag to on, and enter a password for the employee in the Password field.
9. In the Auth Limit field, if this employee is authorized to enter point of sale transactions, enter the authorized limit.
* In point of sale, if the employee is authorized to override the credit limit for customers who have exceeded their credit limit, the highest amount they are allowed to override must be entered here. If you enter a zero in the field, the operator can override any amount.
* When an operator overrides the credit limit in point of sale, the operator ID must be entered under Credit OK, and the employee's password must be entered.
10. In the Extension field, enter the employee's extension, if desired.
* For those using program OEXP, Fast Order Entry, this is the default station ID for the employee upon entry into the program.
11. In the Car Phone field, enter the employee's car telephone number, if desired.
12. In the Pager field, enter the employee's pager number, if desired.
13. In the Home Phone field, enter the employee's home telephone number, if desired.
14. In the Mail Stop field, enter the employee's mail stop, if desired.
15. In the Fax field, enter the employee's fax number, if desired.
16. In the E-mail field, enter the employee's email address, if desired.
17. Set the Auto Archive Workflows flag to the desired setting. When set to on, workflows for this employee will be archived automatically. When set to off, the employee must archive assigned workflows manually during the normal workflow process.
18. In the Project Class field ,enter the project class to which the employee belongs, for project management.
19. In the Std Rate Code field, enter the standard rate code that is assigned to the employee, from program PCRM, Labor/Machine Rate Code Maintenance.
20. The regular, overtime, and premium rates for the standard rate code will be displayed. If the rate for this employee differs from the standard rate, enter the appropriate override rates.
* When you enter a Regular rate override, the program will automatically calculate the Overtime override rate as time and a half, and the Premium rate as double time.
21. In the Crew ID field, enter the crew ID to which the employee belongs, if appropriate. If you enter a crew ID in this field, the employee will be assigned to the crew.
22. In the House Cust No field, enter the employee's customer number from program CMMM, Customer Master Maintenance.
23. In the Mfg Unit field, enter the manufacturing enterprise to which the employee is assigned.
24. In the Mfg Plant field, enter the plant to which the employee is assigned.
25. In the Enterprise field, enter the financial enterprise to which the employee is assigned.
26. In the Dept No field, enter the department to which the employee belongs.
27. In the Crew ID field, enter the crew to which the employee belongs.
28. In the Shift field, enter the shift to which the employee belongs.
29. The Employee Payroll Number field is a custom field that can be used to link this system to another system for payroll or other purposes.
30. Set the Status pop-list to the desired setting. If the employee is active, leave the pop-list set to Active. If this pop-list is set to Inactive, labor entry transactions cannot be entered for the employee.
31. The Project Supervisor flag is a link for custom project management programs.
32. If this employee is a service representative for the service warranty transactions, set the Service Representative flag to on.
33. The Data Collection Ok flag is a link for custom data collection programs.
34. In the Scratch Order Template field, enter the rollout template from program OQEM, Sales Order Quotation Entry/Maintenance, that this employee will use when entering sales orders in program OEXP, Fast Order Entry.
* The scratch order template is used to re-copy information to the employee scratch order number when a quote or order is generated from program OEXP, Fast Order Entry.
* If you are using the fulfillment features, and the employee will be using program OEXP, Fast Order Entry, in each fulfillment database, you must set up a scratch order template with the same number in each fulfillment database. You can manually enter the order number in the Order No field in program OQEM, Sales Order Quotation Entry/Maintenance.
35. In the Scratch Order No field, enter the rollout template from program OQEM, Sales Order Quotation Entry/Maintenance, that this employee will used when entering sales orders in program OEXP, Fast Order Entry.
* This is the scratch sales order to update in program OQEM, Sales Order Quotation Entry/Maintenance, during sales order entry in program OEXP, Fast Order Entry. All header information defaults from this scratch sales order number. While the quote is being entered in program OEXP, Fast Order Entry, the information entered is being written to the scratch order in program OQEM, Sales Order Quotation Entry/Maintenance, and can be viewed there.
* If you are using the fulfillment features, and the employee will be using program OEXP, Fast Order Entry, in each fulfillment database, you must set up a scratch sales order with the same number in each fulfillment database. You can manually enter the order number in the Order No field in program OQEM, Sales Order Quotation Entry/Maintenance.
36. Press [Commit]. The employee record is created.