webBooks-Employees

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 These fields should be self explainatory - the gender, social security number, and date of birth for the employee. Please note that the social security number is encrypted.

• Race & Marriage Another set of fields that should be self explainatory - the race and marriage status for the employee.

• Drivers license Just like the social security number, the employees drivers license is encrypted too.

• With, Allow, Deps The abbreviations here may need a little explaination. The three values correspond to additional withholdings to retain out of every paycheck, the declaration of personal allowances, and the number of dependents in your household.

• Home phone The employees home phone number. To protect the employees personal privacy, their home phone number is encrypted.

• Mobile phone The employees personal mobile phone number. Just like the 'Home phone', the personal mobile phone number is encrypted too.

• Email address The employees personal email address. This too is encrypted since it is private contact information.

• Home address The employees personal home address. Since the first line of the address lists the specific location, it is encrypted for protection.

• Work phone The employees work phone number and extension.

• Mobile phone If the employee also has been provided a work mobile phone, then that value would be entered here.

• Email address The employees work email address.

• Work address The employees work mailing address.

• Work location This list contains a single fixed value and a variable number of dynamic values. The selection of the fixed value '_HEADQUARTERS_' defines the employees work location as the main office of the business (as entered on the 'General' tab of the 'Business Configuration' module). The other values in the list are all the additional locations that were saved in the 'Business Configuration' module.

• Department Since there are no default departments that are defined in webBooks, this list is comprised of all the departments that were created in the 'Business Configuration' module.

• Supervisor Like the 'Work Location', this listbox contains a single fixed value (_NONE_) and a dynamic list of all the other employees.

• Position Just as there are no default departments in webBooks, there are

• 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.