Difference between revisions of "webBooks-Employees"

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===Data===
 
===Data===
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Yet another tab found in many of the modules in webBooks, this page allows you to upload various data that you feel are important (or necessary) to keep on file for a particular record. You will see several default items that you can use, but you also have the ability to dynamically add any number of additional fields by clicking the 'Add new Entry' button. This gives you a way to name and select each added entry.
 +
 +
There is two different ways that you can upload your files. The first way is by simply clicking on the upload box itself. Please note that if you are using this way, you can click the checkbox in the lower right-hand corner to select multiple files at once. Contrarily you can also use a file manager to drag-n-drop file(s) onto the upload box. Either way will create an icon (with progress meter) for every file you are currently uploading. After you have uploaded at least one file, you will be able to select the file from any of the listbox entries. And after performing those steps, click the associated 'Update' button.
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You may notice two addtional buttons next to the 'Update' buttons. These remove the entry and encrypt the file respectively. Currently the encryption button is disabled as this feature will come online in a future version.

Revision as of 11:45, 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

Yet another tab found in many of the modules in webBooks, this page allows you to upload various data that you feel are important (or necessary) to keep on file for a particular record. You will see several default items that you can use, but you also have the ability to dynamically add any number of additional fields by clicking the 'Add new Entry' button. This gives you a way to name and select each added entry.

There is two different ways that you can upload your files. The first way is by simply clicking on the upload box itself. Please note that if you are using this way, you can click the checkbox in the lower right-hand corner to select multiple files at once. Contrarily you can also use a file manager to drag-n-drop file(s) onto the upload box. Either way will create an icon (with progress meter) for every file you are currently uploading. After you have uploaded at least one file, you will be able to select the file from any of the listbox entries. And after performing those steps, click the associated 'Update' button.

You may notice two addtional buttons next to the 'Update' buttons. These remove the entry and encrypt the file respectively. Currently the encryption button is disabled as this feature will come online in a future version.