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Add Labor Class Image Added

  1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
  2. Click on Labor Classes
  3. Click New (Top of Hierarchy window)
  4. Click Labor Class Image Added
  5. Fill in the fields as shown in the above picture
    1. Name
    2. Description
    3. Account Information
    4. Rate
    5. All 'Labor' fields
    6. Last Rate Change Date
  6. Click Create

Add Work Group (triOrganization)

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  1. Fill in the fields as shown in the above picture
    1. Name
    2. Short Name
    3. Organization Type
    4. Work Group Class
    5. Supervisor
  2. Click Create Draft
  3. Select Team Members and Contact tab
  4. Click Find on Team Members section
    1. Search for Supervisor and shop employees
    2. Once an employee is found mark the check box and click OK
    3. Repeat for each employee
  5. Click on each Employee Record in Team Members section to update organization and (OPTIONAL) labor class
    1. Revise Employee record
    2. Click Find on ?Primary Organization section
    3. Type 'Workgroup' into Type filter box
    4. Type name of work group into Name filter box
    5. Mark radio button for desired work group
    6. Click Ok
    7. (Next Steps are OPTIONAL and may not be needed) Click 'Credentials' tab
    8. Select existing labor class in Labor Details section
    9. Click on Remove
    10. Click on Add
    11. (New Window) Click 'Find' on Labor Details section
    12. Select desired Labor Class and click Accept
    13. Click Create
    14. Activate Employee record
  6. Select General tab on Work Group screen
  7. Click Activate

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