Defining employee codes

Define codes to represent individual employees, and then use the employee codes to track full-time, part-time, and seasonal personnel.

To define employee codes:

  1. Open the Employees form.
  2. Click New Record.
  3. Organization—Enter the organization to which the employee belongs if you use multi-organization security.
  4. Employee—Enter a unique code identifying the employee, and then enter a description of the employee code in the adjacent field.
  5. Department—Enter the employee’s department.
  6. Out of Service—Select to prevent the employee code from being displayed in lookups.
    The system automatically populates Out of Service if the employee has been transferred to another organization.

    The system automatically populates Transferred To Employee and Transferred To Employee Org. when an employee is transferred between company organizations. See Transferring Employees Between Organizations.

  7. Class—Enter the class of the employee.
    The system automatically populates Class Org.
  8. Trade—Enter the employee’s trade or craft.
  9. Job Title—Enter the employee's job title.
  10. Supervisor—Enter the employee's supervisor.
  11. Associated User—Enter the Infor EAM Mobile user to associate with this employee.
  12. Hire Date—Enter the date the employee was hired.
  13. Date of Birth—Enter the employee's date of birth.
  14. Terminated Date—Enter the date the employee is terminated.
  15. Payroll No.—Enter a payroll number to which to associate the employee.
  16. Security Badge No.—Enter the employee's security badge number.
  17. License No.—Enter the employee’s driver’s license number.
  18. Alias—Enter an alias to associate to the employee.
  19. Notification Preference—Select the employee's preference for receiving notifications.
  20. Enter the employee's Address, City, State, Zip Code, and Country.
  21. Enter the employee's Emergency Contact and the Emergency Contact Phone No.
  22. Enter the employee's Work Phone No., Mobile Phone No., and Home Phone No.
  23. E-mail Address—Enter the employee’s e-mail address as necessary.
  24. Fleet Customer—Enter the fleet customer with which to associate the employee.
  25. URL—Enter the employee's URL address.
  26. Cost Code—Enter the fleet cost code with which to associate the employee.
    The system automatically populates Fleet Customer with the fleet customer associated with the Cost Code.
  27. Customer—Enter the contract rental customer with which to associate the employee.
    The system automatically populates Customer Org.
  28. Click Save Record.
    The system automatically populates Scheduling Session and Scheduling Session Type.