Employee General Tab

The General tab of an employee record enables you to define the employee’s basic contact information.

Note!

Note:
Entering data on the employee’s General tab is very similar to entering data on the General tab of a customer record.

The General tab enables you to define the employee’s default information. Important fields on this page include:

Full Name. Click the Full Name button to enter the Employee’s name in the Full Name dialog box. See the Defining Contact Information section for more.
Address. Click Address to define the employee’s address in the Address Information dialog box. See the Defining an Employee Address section for more.
Status. This field defines the employee’s current status.

Tip!

Tip:
ServiceCEO will automatically assign the Active status to all new employees. When an employee is no longer in your employment, you should change his/her status to Inactive. Additional values include Leave, Other, Prospective, and Terminated.

Title. A read-only field.
Subtype. The Subtype drop-down list enables you to further organize your employees. The values that appear in this drop-down list are defined by you; for more, see the Defining Employee Subtypes section.
Default Role. You must assign a default role The duties the employee performs on any given job. Depending on which role the employee is assigned to when working on a job, the employee may have different payroll settings. before leaving this tab. For more on roles and how they affect employee payroll, see the Employee Payroll Setup tab section.
Notes. You can use the large notes field at the bottom of this tab to record internal notes about this employee.