Difference between revisions of "webBooks-Employees"

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The third of three mandatory modules in [http://wiki.cliquesoft.org/index.php?title=webBooks webBooks], the 'Employees' module defines the information on each employee including their personal information, user account, theme information, and more!
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The last of three mandatory modules in [http://wiki.cliquesoft.org/index.php?title=webBooks webBooks], the 'Employees' module defines the information on each employee including their personal information, user account, theme information, and more! Just like the other two mandatory modules, this one will most likely not have much more use than the others.
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= Tabs =
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Each module will contain several tabs that help group the various types of associated information.  Below we will cover the details of each one currently available in the latest release of the module.
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===?===
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This tab is found in each module as the way to access helpful documentation and, when clicked, will load this wiki page for the module.  Of course you can always go directly to our [http://wiki.cliquesoft.org/index.php?title=webBooks wiki] and read through the entire software documentation.
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===General===
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Also found in most of the available extensions, this tab provides the general information associated with the module.  Below you will find the details of each field available on the form.
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* '''Employee name''' As the name suggests, this is the name of the employee.
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* '''(coming soon)''' These options will become active within the next version or two.
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* '''Gender, SSN, DOB'''
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* '''Race & Marriage'''
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* '''Drivers license'''
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* '''With, Allow, Deps'''
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* '''Home phone'''
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* '''Mobile phone'''
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* '''Email address'''
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* '''Home address'''
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* '''Work phone'''
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* '''Mobile phone'''
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* '''Email address'''
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* '''Work address'''
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* '''Work location'''
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* '''Department'''
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* '''Supervisor'''
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* '''Position'''
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* '''Pay type & terms'''
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* '''Standard & OT pay'''
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* '''Leave increments'''
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* '''COLA & Reimbursement'''
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* '''Hired & Manager'''
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* '''Username'''
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* '''Password'''
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* '''Account status'''
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* '''Current login'''
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* '''Last login'''
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* '''Pay'''
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* '''Accured leave'''
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* '''Used leave'''
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* '''Donated leave'''
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* '''Donate...'''
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* '''Module access'''
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===Looks===
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This tab enables an employee to customize the look and feel of webBooks for their account.  Instead of just bundling all aspects into a single theme, webBooks was designed with flexibility in mind.  As a result, the various aspects were broken down into three categories - skins, themes, and icon sets.  A skin refers to the overall look and feel of the interface and can cause the module layouts to subtlely or dramatically change in appearance.  A theme, on the other hand, will more or less change colors and maybe make slight modifications to the form layout.  Any finally the icon sets will change nothing other than the icons used in the software.
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Each column has a '+' and '-' button that will allow the installation (from file) or uninstallation (from list) respectively.  To select which option you would like to use, simply click on the value in the list.
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===Notes===
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Also found in many of the modules for webBooks, this tab allows co-workers to add notes to your account.  Most likely the ones adding information here will be managers, but for flexibility anyone can add notes (access should be defined by company policy).  There are only three fields on this page with the 'Creator' and 'Note' values being self explainatory.  The first field, however, may need more details.  This listbox is used to define who has access to the note being entered and contains two fixed values along with any number of dynamic values.  The two fixed are '_EVERYONE_' and '_MANAGERS_', meaning that either everyone can see the note being entered, or only employees who have the 'Manager' flag set for their account.  Any other value in the list will be a dynamic value that corresponds to each department you have entered on the 'Business Configuration' module.  This in turn will restrict access to the note being entered to all employees that work in the selected department.
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===Data===

Revision as of 11:43, 2 July 2014

The last of three mandatory modules in webBooks, the 'Employees' module defines the information on each employee including their personal information, user account, theme information, and more! Just like the other two mandatory modules, this one will most likely not have much more use than the others.



Tabs

Each module will contain several tabs that help group the various types of associated information. Below we will cover the details of each one currently available in the latest release of the module.


?

This tab is found in each module as the way to access helpful documentation and, when clicked, will load this wiki page for the module. Of course you can always go directly to our wiki and read through the entire software documentation.



General

Also found in most of the available extensions, this tab provides the general information associated with the module. Below you will find the details of each field available on the form.


  • Employee name As the name suggests, this is the name of the employee.


  • (coming soon) These options will become active within the next version or two.


  • Gender, SSN, DOB


  • Race & Marriage


  • Drivers license


  • With, Allow, Deps


  • Home phone


  • Mobile phone


  • Email address


  • Home address


  • Work phone


  • Mobile phone


  • Email address


  • Work address


  • Work location


  • Department


  • Supervisor


  • Position


  • Pay type & terms


  • Standard & OT pay


  • Leave increments


  • COLA & Reimbursement


  • Hired & Manager


  • Username


  • Password


  • Account status


  • Current login


  • Last login


  • Pay


  • Accured leave


  • Used leave


  • Donated leave


  • Donate...


  • Module access



Looks

This tab enables an employee to customize the look and feel of webBooks for their account. Instead of just bundling all aspects into a single theme, webBooks was designed with flexibility in mind. As a result, the various aspects were broken down into three categories - skins, themes, and icon sets. A skin refers to the overall look and feel of the interface and can cause the module layouts to subtlely or dramatically change in appearance. A theme, on the other hand, will more or less change colors and maybe make slight modifications to the form layout. Any finally the icon sets will change nothing other than the icons used in the software.

Each column has a '+' and '-' button that will allow the installation (from file) or uninstallation (from list) respectively. To select which option you would like to use, simply click on the value in the list.



Notes

Also found in many of the modules for webBooks, this tab allows co-workers to add notes to your account. Most likely the ones adding information here will be managers, but for flexibility anyone can add notes (access should be defined by company policy). There are only three fields on this page with the 'Creator' and 'Note' values being self explainatory. The first field, however, may need more details. This listbox is used to define who has access to the note being entered and contains two fixed values along with any number of dynamic values. The two fixed are '_EVERYONE_' and '_MANAGERS_', meaning that either everyone can see the note being entered, or only employees who have the 'Manager' flag set for their account. Any other value in the list will be a dynamic value that corresponds to each department you have entered on the 'Business Configuration' module. This in turn will restrict access to the note being entered to all employees that work in the selected department.



Data