Most tasks or work orders are assigned an employee who is assigned to the task and is responsible to complete this task. The Employee entry does not require an employee ID but in most cases the employee ID is import in the scheduling process. The employee records are crated within the payroll system of EBMS. Any time that is recorded on a task or work order is recorded within the payroll's timecards system. Subcontracts or non employee technicians can be setup within the payroll system of EBMS without creating a standard payment or processing employee deductions. Review the Employees > Entering a New Employee section of the payroll documentation for details on creating employee records.
Multiple employees can be assigned to the same task or work order. This feature should only be used for a group of employees working in a task. Multiple tasks should be create when multiple employees are assigned a task that varies in responsibilities or schedules.
Do not use multiple employees on the same task in the following situations:
Multiple employees are involved in a task but have different responsibilities
Multiple employees are assigned a task but amount of time or schedule is not identical
Use the multiple employee feature in the following situation
A team of employees are assigned a task
A task is passed from one employee to another.
Select Tasks > Tasks from the main EBMS menu and open a task or work order. Click on the Schedule tab as shown below:
Enter the main Employee into the Primary entry. Click on the Multiple Employees button to enter a list of employees.
Enter the Employee Id for each individual that is working on the task as a team. The dialog also displays the Hours Per Employee.
The primary employee is the only employee ID that will be used within Search Lists although every employee is recorded within the schedule charts and schedule views. Click on the Set Employee as Primary to change the primary employee option. The user can click the No Primary Employee option to remove all employees a primary employee.