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Create Employee#

🔒 Employee.Create

🔒 Employee.CreateTemplate

🔒 Employee.CreateFromTemplate

Overview#

This operation is used to create a Employee. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Employee does not currently exist in the system.

Sequence of Steps#

Step 1: Select or Create User#

  1. Select the User associated to the Employee. The list of Users is retrieved from the Users currently configured in the system. If you want to create a new User to be associated to the Employee, select Create and input the details for the new User:

    • Account name
    • Name
    • Email Address
    • Primary Role
    • Token
    • Pin
    • Auto-Lock Timeout
    • Enabled
    • Integration User

  2. Select Create to create the User.

create_employee_step_one

Step 2: General Data#

  1. After selecting or creating the user, information on the selected/created User is displayed for review. Select Next to continue editing the Employee.

create_employee_step_two

Step 3: General Data#

  1. Provide a name for the Employee.
  2. Optionally, provide a description of the Employee.
  3. Select the Employee type. The list of possible values are taken from the lookup table EmployeeType.
  4. Provide the Employee Number.
  5. Optionally, associate the Employee to a specific Area.
  6. Select a specific Calendar to associate to the Employee.
  7. Provide a value for the Cost per Hour (specified in the currency of the current system culture) of the new Employee.
  8. Select the Cost Center. The list of possible values are taken from the lookup table CostCenter.
  9. Choose whether the Employee will be required to Clock-In before performing a Check-In operation by selecting the Require Clock-In flag accordingly.
  10. If the Require Clock-In flag has been set in the previous step, the Employee can be set to Automatic Clock-In.
  11. Set the Automatic Clock-Out at the End of Shift flag if needed.
  12. Select Create to complete the operation and the new Employee will be created.

create_employee_step_three