Revise Employee Detail

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Employees.
  3. Select the appropriate employee in the list.
  4. Click the Detail button.

    Important! If the Employee you are accessing does not have a valid security User code selected in the Usercode field, a Validation message displays requiring you to update the field. Until this field is updated, you will not be able to update or save the Employee detail.
  5. Revise the employee information as desired. 
    1. When revising the employee's name, address, and contact information, please note the following:
      • The Attn field can be used for an extension of the employee's name or for an additional address line.
      • After entering the employee's email address, you can click the email button to email the employee directly from this screen.
    2. The following fields are available for employee contact numbers:
      • Phone
      • Fax
      • Mobile
      • Ext.
    3. Use the Note field to enter any additional information regarding the employee. This is a free-form field, but the data entered here can be accessed in searches.
    4. Use the Title1 and Title2 fields to select user-defined titles held by this employee (e.g. CSR, Producer, Temp). Double click the fields to bring up the Employee Title screen. To add a new title from this screen, click the Add button, enter the Code and a Description, and click OK.
    5. Double click in the Dept field to assign the employee to a department.
    6. Select the employee's Marital Status.
    7. Check the Receives 1099 form checkbox if the employee is a third-party earning more than $600 from your agency and requires a 1099 form for tax purposes.
    8. In the System Codes frame, double click the following fields to assign:
      • Producer
      • CSR
      • Follow-Up
      • Operator ID

         Note: These codes have to be entered in Utility Manager before they can be selected on the Employee Detail screen. If these codes need to be revised (e.g. if an employee marries and changes her name), use the Rename Codes for Employees workflow.
    9. Select the employee’s Usercode from the dropdown menu. This associates the Employee detail to the security User code.
    10. Use the Hours frame to record the number of Vacation and Sick hours Remaining and Taken for this employee.
    11. Indicate the employee's Payment Type (e.g. S for salaried, H for hourly). Enter the Salary or Hourly Wages.
    12. Indicate whether the employee is Full-Time or Part-Time and Male or Female.
    13. Use the dropdown calendars in the bottom right corner of the screen to record the employee's Birthdate, Hired date, Last Review, Next Review, Last Raise, and date Terminated.
    14. Enter the names and phone numbers of up to two emergency contacts.
    15. Enter the employee's SIN #.
  6. Click Options to access the following workflows:

  7. Click OK to save any changes, then Yes to verify the record revision. To close the screen without applying changes, click Cancel.