==Employee Menu==
<pre>
+------------------------------------------------------------------+
| |
| Employee MENU |
+------------------------------------------------------------------+
| Employee's Maintenance (entry, edit, and listings) |
| Employee Reports Menu |
| Salesperson's Ledger INDIVIDUAL |
| Salesperson's Ledger ALL |
| Total Salesperson's Report (Salesperson's analysis) |
| Total Salesperson's Report (WITH ACTION NOTICES) |
| DEEDERS REPORT (NO ACTION NOTICES) |
| DEEDERS REPORT (WITH ACTION NOTICES) |
| Salesperson's 30 Day Sales Chart |
| |
+------------------------------------------------------------------+
</pre>
THIS MENU MAY BE ACCESSED THROUGH YOUR "MAIN TIMESHARE MENU" BY HIGHLIGHTING
AND ENTERING THE OPTION, "SALESPERSON'S MENU". ALL USERS OF THE SYSTEM,
SALESPEOPLE, CLERKS, SOLICITORS, MANAGERS, ETC... SHOULD BE ENTERED INTO THIS
PROGRAM, FOR SECURITY AND REPORT PURPOSES.
AT ANYTIME YOU WISH TO LEAVE A MENU OR SCREEN THAT YOU ARE IN, JUST PRESS
<ESC>.
IN ANY SCREEN WHERE YOU CAN ENTER INFORMATION, YOU WILL SEE AT THE BOTTOM OF
THE SCREEN, "F2, F4, F9 AND F10", ETC. THESE KEYS ARE CALLED FUNCTION KEYS
AND CAN BE FOUND AT THE TOP OF YOUR KEY BOARD. THEY PERFORM THE
FUNCTIONS INDICATED ON THE BOTTOM OF YOUR SCREEN.
===EMPLOYEE MAINTENANCE ===
The first item displayed in this menu is the "Employee
Maintenance Menu". This is where you will ADD, CHANGE, or TERMINATE employee
records. When you entered this option, you will have a screen display that is
similar to the one illustrated below.
<pre>
+-----------------------------------------------------------------------------+
| Employee List NUMERIC TYPE=A SYS:06-20-91 6:03PM patti |
| |
| Your options are: |
| |
| QUIT Next Screen Print Options Update Screen Add Change Terminate|
+-----------------------------------------------------------------------------+
</pre>
====QUIT:====
This is the option to quit out of this menu. When you access
any of the other options on this menu, you will be required to "QUIT" out of
this menu, by either highlighting the option with your arrow keys, or by
simply entering the letter "Q".
====NEXT SCREEN: ====
This option will allow you to view the "Next Screen" listing
of employee's and their numbers. When you highlight this and press <ENTER>, a
new list of employee names will appear on your screen. This is used mostly to
view or search through the list.
====PRINT ====
When you highlight this and press <ENTER>, you will be given
a choice of three destinations to send this report. Listing in "employee
number" order, all active employees in this file, unless you have indicated
otherwise in the "OPTION" selection of this menu. Select the desired location,
and press <ENTER>. The screen will display the message "Preparing to Print:".
When your report has printed, your screen will return to the above
illustration.
====OPTIONS: ====
This will allow you to change to "SORT ORDER" listing of the
employees, to view or print. When you highlight this option and press <ENTER>,
you will be given a choice of "ALPHA" or "NUMERIC". Alpha will list the
employees in "alphabetical" order. Numeric will list the employees in a
"numerical" order. Enter the selection that you desire, and press <ENTER>. You
then will be given the choice of "Include Terminated: (Y/N)?" Press "Y" to
include "TERMINATED EMPLOYEES", and press "N" to list only the "ACTIVE"
employees. DO NOT PRESS <ENTER>, your screen will automatically bring up
another choice of options after you hit "Y or N". The next choice of options
that will display onto your screen is the type of employee list. You will have
the choice of "FRONTS, BACKS, OPC, EVERYTHING ELSE, or ALL".
====FRONTS==== This will display the "FRONT SALESPEOPLE" that are listed in
the files as "Fronts". These are generally the salespeople that take your
guests on their tours.
====BACKS==== Enter this option to display the "MANAGERS", or T/O's only.
====OPC==== For a list of "Solicitors" only, enter this option.
====EVERYTHING ELSE==== For a listing of clerks and general system users,
enter this selection.
====ALL==== This will list "ALL" of the employees, according to the
parameters that you have set in the above listed "Options".
When you have entered in the selections that are illustrated above,
your screen will return to the above illustration. You will then be required
to enter into the "Update Screen" selection.
===1.5UPDATE SCREEN ===
This option will bring the list of employees to your screen,
according to the parameters that you have selected in the above option
choices. To see the next screen listing, press the "NEXT SCREEN" option.
===1.6ADD ===
When you enter in this option, you will be required to "Enter
Last Name to Add:". At this point, type in the correct spelling of the
employee that you would like to ADD to the employee listing. Make sure that
you capitalize the first character of the name. Check your spelling, then
press <ENTER>. You will then be requested to "Enter First Name". Enter the
first name of the new employee, also making sure that the first character is
capitalized and spelled correctly. You will be entered into the following
screen illustration.
<pre>
+---------------------------------------------------------------------------+
| Your Company Name ADDING SYS:06-01-91 7:20PM patti |
+---------------------------------------------------------------------------+
| Number...........:__100 Login:___________ |
| Last Name........:Smith________ |
| First Name.......:John_________ |
| Street...........:_____________________________________ |
| City.............:_________________ State: ___ Zip: _________ |
| Phone............:_________________ |
| Birthdate........:00-00-00 |
| Soc. Sec. Number.:_________________ |
| License Number...:_________________ Expiration Date: 00-00-00|
| |
| Title............:_________________ AKA: _____________ |
| |
| Emp Type (F/B/O).: _ |
| Office...........: __ Manager: ___ |
| Pay Code.........: _ |
| Rate.............: 0.00 |
| |
| Date Hired.......: 06-20-91 |
| |
| F2 SAVE F7 UNIX MENU |
+---------------------------------------------------------------------------+
</pre>
NOTE* You will be required to enter in all of the above data, or your
terminal will "BEEP", and the message, "Input Required" will display on your
screen. At any time you wish to abandon this task, you may do so by pressing
the <ESC> key. In this case, the message, "Do you want to abandon this task?",
will display on your screen. Press the "Y" key, and the entry that you were in
will not be saved.
1) Number:
This will automatically be entered in for you. Each time that
an employee is added to this list, the next consecutive number will
automatically be issued. DO NOT CHANGE THIS NUMBER! Press <ENTER> to continue
to the next field.
2) Login:
If this employee will be using the computer, and has his own
Login name, enter in the actual Login name here. This is a very important
field. It will allow this employee to access various tasks and menus. If this
employee will not be using the system, press <ENTER>, and continue to the next
field.
3-4) Name:
This will automatically be added in for you. The name that you
typed in to access this screen, will be displayed in these fields. When you
press <ENTER> from the "Login", you will automatically be taken to the
"Street" field.
5) Street:
Enter in the complete mailing address of this employee.
Include any apartment numbers or directional abbreviations. E.g. 123 S. North
St. # 123.
6-8) City, State, and Zip:
Enter in the "Full" name of the city where this employee
lives. You will be required to enter in the "POSTAL" abbreviation of the
state. Press <ENTER> to continue to the "Zip" field. Enter the 6 digit zip
code, and press <ENTER>.
9) Phone:
You may enter in the seven digit phone number in this field,
unless his area code is other than that of your location. In this case, enter
in the area code first, with the appropriate dashes to separate the number.
E.g 407-352-7534.
10) Birthdate:
Enter in the number that corresponds with the month, day and
year this employee was born.
11) Soc. Sec. Number:
Proof of social security number is generally required for this
entry. All personnel departments will require proof of this number, before
they actually hire an employee.
12-13) License Number & Expiration Date:
This field is required for any "SALESPERSON" or "MANAGER", who
is on the commission pay scale. THIS IS NOT A DRIVERS LICENSE FIELD! Enter in
the "Real Estate License Number", and press <ENTER>. If this is not a licensed
employee, then you may press <RETURN> to continue to the next field. If you
enter in a number, you will be required to also enter in the "EXPIRATION
DATE". If no number was entered, then press <ENTER> to continue to the next
field.
14) Title:
If this employee has a specific title within your
organization, enter this title here. At times it may be necessary to
abbreviate this.
15) Emp Type:
Enter in the code for the "EMPLOYEE TYPE". Generally the codes
used are "F" for a front Salesperson, "B" for the T/O or Manager, "C" for
clerks, "O" for Solicitors, etc...
16) Office:
If this employee will be working under a specific sales line,
enter this line number here. Generally this field is used for the salespeople.
17) Manager:
Enter in the initials or employee number of the employee's manager here.
18) Pay Code:
Enter in whether this is an "H", hourly, or "S", salary, or
"C", commission payed employee in this field.
19) Rate:
Enter in the "RATE OF PAY" if applicable, in this field.
20) Date Hired:
This will automatically have to current date entered. If this
is incorrect, make the proper adjustments, and press <ENTER>. You have now
finished all of the fields. Double check your entries, and press "F2" to save
this information.
21) Date Terminated:
When a person is no longer employed by your organization, you
will be required to "Terminate" this employee file. Please see the entry
listed below for "Terminating Employees".
1.7CHANGE:
This option will allow you to make any necessary changes to
an employee record. When you highlight this and press <ENTER>, you will be
required to "Enter in the name or number to change". Enter in the designated
employee number, or type in the last name. If the last name of the employee is
not found, the screen will display the message, "Search by name, Not Found!"
and you will be brought back to the, "Enter in the name number to change"
prompt. When you have entered in the correct access, you will be brought to
the screen (the same screen illustration as the "ADD" option), however all of
the fields will display the information that was originally entered. Make the
necessary corrections, and press "F2" to save.
1.8TERMINATE:
When you highlight and press <ENTER> to this option, you will
be required to "Enter in the name or number to change:", enter in the CORRECT
name or number, then press <ENTER>. The system will automatically place the
current date in the field for "Date Terminated", on the employee file.
You then will be returned to the "Main Employee Maintenance Screen". The
employee file will not display on your screen, to verify (or change an
incorrect entry), you may enter in the "CHANGE" option. Note at the bottom of
the update screen, the current date will be inserted in the "Date Terminated"
field. If you wish to change this, simply highlight this field, and enter in
0's for the date, e.g 00-00-00. This will release the status of "Termination".
==EMPLOYEE REPORTS MENU: ==
When you highlight and <ENTER> this entry, from your "Main
Employee Menu", you will be brought to a menu similar to the one illustrated
below.
<pre>
Your Company Name SYS:06-21-91 9:20AM patti
+------------------------------------+
| EMPLOYEE REPORTS |
+------------------------------------+
| Phone Number Lists Menu |
| Lic. Expiration List |
| Birthday Report |
| Employee Rate Schedule |
| Solicitor's Status by Manager |
+------------------------------------+
</pre>
These reports are accurate depending upon the information that
is entered at the time of "ADDING, CHANGING, or TERMINATING" the employees, as
we have done in the "EMPLOYEE MAINTENANCE MENU".
===PHONE NUMBER LISTS MENU: ===
This option will automatically be highlighted for you when you
enter the "Employee Reports Menu", just press <ENTER>, to access the menu.
You will be given a choice of "Employee Types" to list. Choose from "S", for
"SALESPEOPLE", "T", for "T/O's or MANAGERS", or "O", for "SOLICITORS", and
"C", representing all other employee types. Enter the selection you desire,
by either pressing the first character, or using your arrow keys to highlight,
then press <ENTER>. Your screen will clear while the system is gathering the
information, then the report will print to YOUR DEFAULT PRINTER. You will
then be returned to the menu. Sorted by "Group Manager Codes", this will list
the ACTIVE employees, alphabetically, in a double column format. Indicating
the employee number, type, name, and the phone number that was entered at the
time of "ADDING or CHANGING" in the "Employee Maintenance Menu".
===LIC. EXPIRATION LIST: ===
When you highlight this and press <ENTER>, you will be
required to, "Enter Journal Date". Enter in the "Effective Date", and press
<ENTER>. You will then be given a choice of three destinations to send your
report. Highlight the selection desired, and press <ENTER>. The "STATUS" of
the report will display on your screen. A listing of "ALL" active employees,
that License expiration is on or before the "Journal Date" that you entered.
Printing alphabetically, in a double column format, this will list the
employee numbers, type, name, and the date of expiration.
===BIRTHDAY REPORT: ===
When you enter in this menu option, you will be given a
choice of three destinations to send your report. Highlight the desired
selection, and press <ENTER>. A list of all active employees, alphabetically
sorted by each calendar month, with their name, employee number, date hired,
and their birthdate will print to the selected designation, with totals at the
end of each month.
===EMPLOYEE RATE SCHEDULE: ===
You will be given a choice of "Employee Types" to select for
your list. Highlight the desired selection, and press <ENTER>. You will then
be given a choice of three destinations to send this report.
According to the type that was previously entered, this will list ALL
employees in this code, with their number, name, type, rate of pay, start
date, and the date terminated.
===SOLICITOR'S STATUS BY MANAGER: ===
You will be given a choice of three destinations to send this
report. Highlight and press <ENTER> on the desired selection. Sorting by each
"MANAGER", this will list alphabetically in a double column format, each of
the "SOLICITORS", with their name, employee number, date hired, and date
terminated.
