EMPLOYEE TYPES

How do I Assign Employee Types?

TRAIN TRACK® allows you to assign an employee type to each employee by selecting it from a list. You may edit the list of employee types available to select from. You may view or edit employee types as a list using the Employee Type List screen. This screen allows you to easily scroll through all employee types and add or edit records.

To assign an employee type to an employee, follow these steps

1. Open any screen.
2. From the navigation panel on the left, click Employee List.
3. From the Employee List screen, locate the employee you wish to view or edit.
4. Double-click on Employee Name to open the detail record.
5. Click the Edit radio button.
   
   

   

   
   
   
6. In the Type field, click the arrow to open the drop-down list. Select an employee type from the list.

View Employee Types

To view your list of employee types, follow these steps

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Employee Types.
   
   

   

   
   
   
4. The Employee Type List screen will open.
   
   

   

Or you may follow these steps

1. Open the Employee Detail screen.
2. Double click on Type.
3. The Employee Type List screen will open.

Add Employee Types

To add a new employee type, follow these steps

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Employee Types.
4. The Employee Type List screen will open.
5. In the box at the bottom, type in the new Type.
6. Click Add.

Or you may follow these steps

1. Open the Employee Detail screen.
2. In the Employee Type field, type in the name of the new employee type.
3. A dialog box will open.
4. To confirm the addition of the new type, click Yes.

Edit Employee Types

To edit an employee type, follow these steps

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Employee Types.
4. The Employee Type List screen will open.
5. Edit the Type.

Delete Employee Types

To delete an employee type, follow these steps

1. Open any screen.
2. From the Ribbon, select the Lookup Lists tab.
3. Click Employee Types.
4. The Employee Type List screen will open.
5. Click the X.
6. Confirm that you want to delete the record in the pop-up box.

CAUTION: Once you delete an employee type, you will not be able to recover this data unless you restore from backup.