Employee Configuration:
"Management Module"
The series of summary reports that the Management Module are based on the
original data stored in the employee's personnel database. This data is copyed
to the project database file in a process called "Refreshing". Once the project database has been refreshed the latest data is available
for reporting.
Users should be aware that there is a limit on the number of staff members
that can be linked to the 'Management Module'. Refer to the 'Management
Module Registration' section for details on how to register your product for
a specific number of users.
To add an employee to the linked list press the 'Add Staff' button or
'right-click' the form (shown above) to bring up a small editing menu. On the 'Add/Edit New Staff
Member' form (shown below) you will be asked to set the database location. On clicking this
button an 'Open File' window will open. Locate the staff members personnel
timesheet database (identified with the '.ctd' file extension) - usually located
on the staff members 'C:' drive. Click 'Open' to select this file.
The employee's name will come up in the relevant box. This can be edited
if required. Enter a "Cost Rate" (what the Employee costs for their
services - wages + overheads) and a "Charge out Rate" (what you charge
a client for their services) and click 'OK'.
This will have loaded the new staff members details into the Employee list.
To edit these details, at a latter stage, 'double-click' the relevant line to
open the above form. To delete any of these staff member links 'right-click' the relevant
line and a floating menu will allow you to modify that item.
Once you have linked all your staff member databases, click the 'Refresh'
button and each employee's data will be uploaded into the project database file.
If there are any problems in the process the user will be notified in the status
column.
Users should take care to ensure a 'refresh' has been done
recently before producing any summary reports.
Refer to the section on 'Archiving
Employee Data' for details on how to permanently store an employees time and
expense data in the 'Project' database as an alternative to remotely linking to
the employees details.