Lab Resources Salary And Effort Employee Record

Fields

Note

Save As New Employee Record

This saves the Employee Record as new in the database.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Save As New Employee Record.

Note

Save Employee Record

This saves the Employee Record in the database.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Save Employee Record.

Note

Delete Employee Record

This deletes the Employee Record from the database.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Delete Employee Record.
  3. Click Remove Employee Record in 'Are You Sure?' popup.

Note

Refresh Employee Record

This reverts the data for the Employee Record to the version in the database.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Refresh Employee Record.

Note

Clear Employee Record

This clears the Employee Record data, i.e. the bottom part of the Employee Record window.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Clear Employee Record.

Note

Close Employee Record

This closes the window.

  1. Make the Employee Record window active in the Board.
  2. On the Employee Record menu click Close Employee Record, or click the X button on the window's Title bar.

Note

Add Row To Salary And Effort

This adds a new row to the Salary And Effort table.

  1. Make the Employee Record window active in the Board.
  2. On the Edit menu click Add Row.
  3. Select the Pay Period in 'Add Row' popup, for the new row.
  4. Click OK in 'Add Row' popup.
  5. Enter data into the editable columns of the new row.

Note

Copy Rows In Salary And Effort

This copies the selected Salary And Effort table rows into the target pay period.

  1. Make the Employee Record window active in the Board.
  2. Select the rows to be copied in the Salary And Effort field.
  3. On the Edit menu click Copy Rows.
  4. Select the Pay Period in 'Target Pay Period' popup for the new rows.
  5. Click OK in 'Target Pay Period' popup.
  6. Modify the editable columns of the new rows if needed.

Note

Copy Pay Period In Salary And Effort

This copies the rows corresponding to the selected pay period in Salary And Effort table to the target pay period.

  1. Make the Employee Record window active in the Board.
  2. Select a row with the pay period to be copied in the Salary And Effort field.
  3. On the Edit menu click Copy Pay Period.
  4. Select the Pay Period in 'Target Pay Period' popup for the new rows.
  5. Click OK in 'Target Pay Period' popup.
  6. Modify the editable columns of the new rows if needed.

Note

Remove Rows From Salary And Effort

This removes the selected rows from the Salary And Effort table.

  1. Make the Employee Record window active in the Board.
  2. Select the rows to be deleted from the Salary And Effort field.
  3. On the Edit menu click Remove Rows.
  4. Click OK in 'Are You Sure?' popup.

Note

Remove Pay Period From Salary And Effort

This removes the rows corresponding to the selected pay period from the Salary And Effort table.

  1. Make the Employee Record window active in the Board.
  2. Select a row with the pay period to be deleted from the Salary And Effort field.
  3. On the Edit menu click Remove Pay Period.
  4. Click OK in 'Are You Sure?' popup.

Note

Search By Owner

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

  1. Make the Employee Record window active in the Board.
  2. On the Search menu click By Owner.
  3. Set the search criteria in 'Search by Owner' popup.
    • Owner is the Username of the person who created the Employee Record. Wildcard Characters are allowed.
    • Name is the name of the Employee. Wildcard Characters are allowed.
    • Title is title of the Employee. Wildcard Characters are allowed.
    • Category is the Lab Resources Salary And Effort Employee Category of the Employee.
    • Current Employee marks if the Employee is current or not.
  4. Click Search in the search popup.

Note

Search By Date

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

  1. Make the Employee Record window active in the Board.
  2. On the Search menu click By Date.
  3. Set the search criteria in 'Search by Date' popup.
    • Created By is the User Name of the person who created the Action Map. Wildcard Characters are allowed.
    • Created Start Date is the earliest date the Action Map was created. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • Created End Date is the latest date the Action Map was created. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • Modified By is the User Name of the person who last modified the Action Map. Wildcard Characters are allowed.
    • Modified Start Date is the earliest date of the last modification of the Action Map. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • Modified End Date is the latest date of the last modification of the Action Map. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • Type is the Lab Resources Type of the Employee Record.
    • Status is the Lab Resources Status of the Employee Record.
  4. Click Search in the search popup.

Note

Search By List

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

  1. Make the Employee Record window active in the Board.
  2. On the Search menu click By List.
  3. Set the search criteria in 'Search by List' popup.
    • DB# List is the list of Employee Record Nos. The numbers in the list can be separated by space, tab, comma, semicolumn, or end of line. Alternatively, if there are DBNo List (LI) records for Employee Records, they can be selected from the dropdown list.
  4. Click Search in the search popup.

Note

Report Address Book

This creates an Address Book from Employee Records.

  1. Make the Employee Record window active in the Board.
  2. On the Report menu click Address Book.
  3. Set the report options in 'Address Book' popup.
    • Mailing Address will be included if checked.
    • Office Phone will be included if checked.
    • Home Phone will be included if checked.
    • Cell Phone will be included if checked.
    • Email will be included if checked.
    • Current Employee controls if the report will be generated for current, all, or former Employees only.
    • Horizontal Layout controls the format of the report. If checked, the report will be a multi-column Table Report, otherwise it will be a Text Report.
  4. Click Report in the report popup.

Note

Report Salary Data

This creates a table report containing the salary related data from the Employee Records.

  1. Make the Employee Record window active in the Board.
  2. On the Report menu click Salary Data.
  3. Set the report options in 'Salary Data' popup.
    • Current Employee controls if the report will be generated for current, all, or former Employees only.
  4. Click Report in the report popup.

Note

Report S & E Details

This creates different table reports from the data in Salary And Effort table in Employee Records.

  1. Make the Employee Record window active in the Board.
  2. On the Report menu click S & E Details.
  3. Set the report options in 'Salary And Effort Details' popup.
    • Pay Period is a shortcut for initializing the Start Date and End Date fields to some predetermined values.
      • Other puts an asterisk into the Start Date and End Date fields.
      • Selecting a Lab Resources Salary And Effort Pay Period from the list will set the Start Date and End Date fields to the start and end of the selected Pay Period.
    • Start Date is the start date of the reporting period. Can be set using the Pay Period field also. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • End Date is the end date of the reporting period. Can be set usinf the Pay Period field also. To set it to an '*', click on it, then clear, or enter an '*', into any of the Year, Month or Day fields.
    • What selects the data from the Salary And Effort table that will be reported.
      Choices:
      • Salary Only
      • Salary And Fringe
      • Effort
      • Real Effort
    • Group By selects how to group the data.
      Choices:
      • Pay Period to show the selected data in an Employee - Fund/Fund Year table for every Pay Period. For every Pay Period table, the totals for rows and columns will be calculated.
      • Employee to show the selected data in a Pay Period - Fund/Fund Year table for every Employee. For every Employee table, the totals for rows and columns, and the averages for columns will be calculated.
      • Labfund to show the selected data in a Pay Period - Employee table every Fund/Fund Year. For every Fund table, the totals for rows and columns, and the averages for columns will be calculated.
    • Current Employee controls if the report will be generated for current, all, or former Employees only.
    • Fund Header selects what to use for Fund header.
      Choices:
      • Nickname
      • Title
    • Sub Header selects what to use for Fund Year in Fund header.
      Choices:
      • Year
      • Award ID
      • Fund-Project ID
  4. Click Report in the report popup.

Note

Report

This creates a Text report for the Employee Record, and shows it in the Board.

  1. Make the Employee Record window active in the Board.
  2. On the Report menu click Report.

Note

Text Report All

This creates a Text report for every Employee Record in the Default Lab and saves it to the disk.

  1. Make the Employee Record window active in the Board.
  2. On the Report menu click Text Report All.
  3. If you want to save the file in a different folder, locate and open the folder.
  4. In the File Name box, type a name for the file.
  5. Click Save.

Note

Record XML Dump

This creates an XML dump for the Employee Record record, and saves it to the disk.

  1. Make the Employee Record window active in the Board.
  2. In the Report menu click Record XML Dump.
  3. Set the values in 'XML Report' popup.
    • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
    • Formatting (indents and newlines) determines if the resulting file should be formatted.
    • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
      • If you want to save the file in a different folder, locate and open the folder.
      • In the File Name box, type a name for the file.
      • Click Save.
  4. Click Report.

Note

Bulk XML Dump

This creates an XML report for every Employee Record in the Default Lab and saves it to the disk.

  1. Make the Employee Record window active in the Board.
  2. In the Report menu click Bulk XML Dump.
  3. Set the values in 'XML Report' popup.
    • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
    • Formatting (indents and newlines) determines if the resulting file should be formatted.
    • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
      • If you want to save the file in a different folder, locate and open the folder.
      • In the File Name box, type a name for the file.
      • Click Save.
  4. Click Report.

Note

Add File

This uploads one or more Files from the disk and attaches them to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Click on the ICON button on the right side of the Files field.
  3. Set the values in 'Add Row' popup.
    • User Label is the user label.
    • Format determines if one or more Files will be added. To set it, click on the field, then click the format that you want to use.
      • File if only the selected File will be added.
      • Folder if all the Files from the selected Folder will be added.
      • Folder with Subfolders if all the Files from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select File' popup.
      • In the Look in list, click the drive or folder that contains the Files you want to add.
      • In the folder list, locate the folder that contains the Files, and if the Format is File, open it.
      • Click the File if the Format is File, otherwise click the folder.
      • Click Select File.
    • File Type is the Lab Resources File Type of the File.
  4. Click Add File.

Note

Add File from the Web

This gets a File from the Web and attaches it to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Click on the ICON button on the right side of the Files field.
  3. Set the values in 'Add Row' popup.
    • User Label is the user label.
    • URL is the Web address of the File. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
    • File Type is the Lab Resources File Type of the File.
  4. Click Add File.

Note

Display File in the Board

This displays a File attached to the Employee Record in the Board.

  1. Make the Employee Record window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files field, then click on the ICON button on the right side of the Files field, or
    • drag a File (a row) from the Files field to an open area of the Board and drop it, or
    • double-click on a File (a row) in the Files field.

Note

Display File in its Associated Application

This opens a File attached to the Employee Record using its associated application .

  1. Make the Employee Record window active in the Board.
  2. Alternatively, you can
    • select a File (a row) in the Files field, then click on the ICON button on the right side of the Files field, or
    • right-click on a File (a row) in the Files field.
  3. Click OK in 'Open with...' popup.

Note

Edit File User Label And Type

This updates the User Label and the File Type for a File attached to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Select a File (a row) in the Files field, then click on the ICON button on the right side of the Files field.
  3. Set the values in 'Edit File Information' popup.
    • User Label is the user label.
    • File Type is the Lab Resources File Type of the File.
  4. Click Update.

Note

Save File

This saves Files attached to the Employee Record to the disk.

  1. Make the Employee Record window active in the Board.
  2. Select a File (a row) in the Files field, then click on the ICON button on the right side of the Files field.
  3. If you want to save the File in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
  4. Click Save.

Note

Remove File

This removes a File from the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Select a File (a row) in the Files field, then click on the ICON button on the right side of the Files field.
  3. Click Remove File in 'Are You Sure?' popup.

Note

Link File by Drag & Drop

This adds a File already attached to a record to the Employee Record.

  1. Make the Employee Record window visible in the Board.
  2. Make the other window that contains the record that has the File already attached active in the Board.
  3. Select a File (a row) in the Files field of the other record, then drag and drop it to the Employee Record window's Title bar.

Note

Add Image

This uploads one or more Images from the disk and attaches them to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Click on the ICON button on the right side of the Images field.
  3. Set the values in 'Add Row' popup.
    • User Label is the user label.
    • Format determines if one or more Images will be added. To set it, click on the field, then click the format that you want to use.
      • File if only the selected Image will be added.
      • Folder if all the Images from the selected Folder will be added.
      • Folder with Subfolders if all the Images from the selected Folder and all the Subfolders will be added.
    • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select Image' popup.
      • In the Look in list, click the drive or folder that contains the Images you want to add.
      • In the folder list, locate the folder that contains the Images, and if the Format is File, open it.
      • Click the Image if the Format is File, otherwise click the folder.
      • Click Select Image.
  4. Click Add Image.

Note

Add Image from the Web

This gets an Image from the Web and attaches it to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Click on the ICON button on the right side of the Images field.
  3. Set the values in 'Add Row' popup.
    • User Label is the user label.
    • URL is the Web address of the Image. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
  4. Click Add Image.

Note

Display Image in the Board

This displays an Image attached to the Employee Record in the Board.

  1. Make the Employee Record window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images field, then click on the ICON button on the right side of the Images field, or
    • drag an Image (a row) from the Images field to an open area of the Board and drop it, or
    • double-click on an Image (a row) in the Images field.

Note

Display Image in its Associated Application

This opens an Image attached to the Employee Record using its associated application .

  1. Make the Employee Record window active in the Board.
  2. Alternatively, you can
    • select an Image (a row) in the Images field, then click on the ICON button on the right side of the Images field, or
    • right-click on an Image (a row) in the Images field.
  3. Click OK in 'Open with...' popup.

Note

Edit Image User Label

This updates the User Label for an Image attached to the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Select an Image (a row) in the Images field, then click on the ICON button on the right side of the Images field.
  3. Set the values in 'Edit Image Information' popup.
    • User Label is the user label.
  4. Click Update.

Note

Save Image

This saves Images attached to the Employee Record to the disk.

  1. Make the Employee Record window active in the Board.
  2. Select an Image (a row) in the Images field, then click on the ICON button on the right side of the Images field.
  3. If you want to save the Image in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
  4. Click Save.

Note

Remove Image

This removes an Image from the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Select an Image (a row) in the Images field, then click on the ICON button on the right side of the Images field.
  3. Click Remove Image in 'Are You Sure?' popup.

Note

Link Image by Drag & Drop

This adds an Image already attached to a record to the Employee Record.

  1. Make the Employee Record window visible in the Board.
  2. Make the other window that contains the record that has the Image already attached active in the Board.
  3. Select an Image (a row) in the Images field of the other record, then drag and drop it to the Employee Record window's Title bar.

Note

Add Info

This adds a new row to the Info table.

  1. Make the Employee Record window active in the Board.
  2. Click on the ICON button on the right side of the Info field.
  3. Enter data into the editable columns of the new row.

Note

Remove Info

This removes the selected row from the Info table.

  1. Make the Employee Record window active in the Board.
  2. Select a row in the Info field, then click on the ICON button on the right side of the Info field.
  3. Click Remove Info in 'Are You Sure?' popup.

Note

Email Info

This emails the selected Info to the User who created the Employee Record.

  1. Make the Employee Record window active in the Board.
  2. Select a row in the Info field, then click on the ICON button on the right side of the Info field.
  3. Click Send Email in 'Are You Sure?' popup.

Note

See also