Worker Details

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Worker Control

 

Select - this will select a specific Worker from an index, as shown below:

 

 

The Worker can be selected from the index by searching for the required Worker.

You can search by the Account Code by partially entering an account code into the Search For box, the Worker list is updated to show only matching Workers.

 

Next - this will select the next Worker on the system.

 

Previous - this will select the previous Worker on the system.

 

Create - this will clear down the screen and enter edit mode to allow new Worker details to be entered.

 

Edit - this will enter edit mode to allow the currently selected Worker details to be changed.

 
Delete - this will delete the currently selected Worker and any associated data, e.g. notes, discounts etc. Use with caution as the data can only be recovered from a backup!

 

Change Account Code - this allow the account code for the currently selected Worker to be changed. Changing the account code also changes the account code for the currently selected Worker on all associated modules e .g. any labour for this Worker within a costing will be updated to show the newly entered account code.

 

Appointments

 

Appointments -

 

General Reports

 

Detailed - this runs a detailed report for the currently selected Worker.

 

Index Basic - this runs a basic index showing one Worker per line.

 

Index Detailed - this runs a more detailed report showing Worker address etc.

 

Select Report - this allow a report to be selected from the index of available reports.

 

Selected Reports

 

Detailed - this runs a report showing the details for the selected worker.

 

Sage Payroll

 

Update From Sage - this updates the selected worker with the details entered in Sage payroll.

 

Update All Workers - this updates all workers with the details entered in Sage payroll.

 

Post Hours - this allows a record of the hours logged for this worker within the costing module between two dates to be posted into Sage Payroll.

 

Travel

 

Travel Costs - details of travel costs associated with the selected worker.