This wizard allows you to add the detail of the Employees of the Branch.

Below the image of the page you will find itemised descriptions of the fields and a basic guide of what is required.

Page 1 of the wizard.

Click the Edit button at the bottom right of the page if it is not in Edit mode.

Specify the Role Type

Role Type

The Employee's role within the Branch organisation.

This list is defined by the RoleTypes Information List.

Enter the Name of the Employee; fill in the following where appropriate:

Title, i.e. Mr, Mrs, etc.
This list is defined by the Titles Information List.
First Name
Middle Name
Last Name

Enter the Gender of the Employee.

If the Employee exists within the database as a "Client", select them from here using the dropdown list, find or Add new Client.

Enter the date or dates the Employee has worked for the Branch. Leave the "To" date bank where they are a current Employee.

Tick this checkbox where you are not sure of the dates or they are Historic.

Enter the Occupation of the Employee.

This list is defined by the Occupations Information List.

Enter the Job Title of the Employee.

This list is defined by the JobTitle Information List.

Enter the Type of Employment of the Employee.

This list is defined by the EmploymentType Information List.

The Employee's employment Basis.

This list is defined by the EmploymentBasis Information List.

Enter the Phone number and Extension of the Employee.

Enter the Email Address of Employee.

Click the Next button to move to the next page in the wizard.

Page 2 or last page of the wizard.

If this page is not available to edit, click the Edit button at the bottom left of the wizard.

Enter any relevant notes for the Employee and their Employment.

Click the Save button.