Employee Setup > Employee Setup – HR

Overview

The Employee Listing screen holds all information for employees brought into Concrete Vision. From this screen, employee information can be reviewed, added, and edited. Employee information can be exported in an Excel or PDF report.

Accessing the Employee Listing Screen

Navigate to Accounting > Employee Setup > Employee Setup - HR from the main menu (Figure 1).

Figure 1

Filtering the Employee Listing

Use the Filter panel to narrow results before viewing the listing of employee information. The filter menu is hidden by default.

1. Click the Filter button at the top right of the screen (yellow arrow in Figure 2) to open the filter menu.
2. Enter, change, and select any of the inputs/items to obtain specific results or fewer.
3. Click the Search button (green box in Figure 2) to view results.
4. To clear/reset a current filter, click the Clear button (red box in Figure 2).
5. To close/hide the filter, click the Filter button (yellow arrow in Figure 2) again.

Figure 2

Sorting the Employee Listing

The employee listing can be sorted by the blue table headings. The currently selected heading will have the sort by icon next to it ( )

1. Click any of the blue table headings (yellow box in Figure 3) to sort by that heading.
2. Click the same heading again to change the sort by function to be descending instead of the default ascending.

Figure 3

Export the Employee Listing

From the Employee Listing screen:

1. Click the Export button (red box in Figure 3). 
2. The displayed Employee Listing will export as a .xls file.

Generate an Employee Listing Report

1. Click the Report button (red box in Figure 3). 
2. The displayed Employee Listing will be generated as a PDF.

Managing the Employee Listing Information

Add an Employee

To add a new employee, from the Employee Listing screen:

1. Click the Add New button (green box in Figure 3). The Employee Information screen will load (Figure 4).
2. Fill in the various fields and make selections from the dropdowns to complete the employee information.
3. Click the Save button (green box in Figure 4) to add the new employee. Tabs will be added to capture additional employee information (yellow box in Figure 5). 
4. Click the Save & Close button (red box in Figure 4) to add the new employee and return to the Employee Listings screen (Figure 3).

Figure 4

Figure 5

Edit Employee

To edit employee information from the Employee Listing screen:

1. Click the Edit icon (green arrow in Figure 3).
2. Update employee info as needed.
3. Click the Save button (green box in Figure 4) to save changes and remain on the page, or click the Save & Close button (red box in Figure 4) to save changes and return to the Employee Listings screen (Figure 3).

Delete Employee

To delete an employee from the Employee Listing screen:

1. Click the Delete icon (red arrow in Figure 3) in the corresponding row of the employee to remove.
2. Click "OK" in the dialogue box that appears to confirm. 

Note: Only unassigned employees can be deleted.

Adjust Reg Burden Rate

You can adjust every employees regular burden rate as a percentage of their regular rate. From the Employee Listing screen:

1. Enter the percent in the burden rate box (purple box in Figure 3).
2. Click the Change button.
3. Click OK on dialogue box to confirm change.