Add Labor Class
- Data Browser -> Classification -> Classifications (opens hierarchy editor)
- Click on Labor Classes
- Click New (Top of Hierarchy window)
- Click Labor Class
- Fill in the fields as shown in the above picture
- Name
- Description
- Account Information
- Rate
- All 'Labor' fields
- Last Rate Change Date
- Click Create
Add Work Group (triOrganization)
...
- Fill in the fields as shown in the above picture
- Name
- Short Name
- Organization Type
- Work Group Class
- Supervisor
- Click Create Draft
- Select Team Members and Contact tab
- Click Find on Team Members section
- Search for Supervisor and shop employees
- Once an employee is found mark the check box and click OK
- Repeat for each employee
- Click on each Employee Record in Team Members section to update organization and (OPTIONAL) labor class
- Revise Employee record
- Click Find on ?Primary Organization section
- Type 'Workgroup' into Type filter box
- Type name of work group into Name filter box
- Mark radio button for desired work group
- Click Ok
- (Next Steps are OPTIONAL and may not be needed) Click 'Credentials' tab
- Select existing labor class in Labor Details section
- Click on Remove
- Click on Add
- (New Window) Click 'Find' on Labor Details section
- Select desired Labor Class and click Accept
- Click Create
- Activate Employee record
- Select General tab on Work Group screen
- Click Activate
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