Employee Details

Field	Description
Employee	The employee's name. Sage recommends the following format: Surname, First Name
Initials	The employee's initials.
Login	The employee's Sage Coretime login user name.
Password	The employee's Sage Coretime login password.
Change password at next login	When this checkbox is selected, the employee will be prompted to change their password the next time they log into Sage Coretime.
Password Expiration Date	This optional field enables you to specify a date on which the employee's password expires.
E-mail	The employee's e-mail address. This field is mandatory.
Send E-mail	Click this link to open your e-mail software and begin writing an e-mail to the employee.
Domain User Name	This field is displayed only when the Allow Domain Logins checkbox is selected in System Options - Setup. Selecting this checkbox enables 'domain login' in Sage Coretime. This enables the user to use their network domain login credentials to log into Sage Coretime, rather than a separate set of Sage Coretime credentials.
Date of Commencement	The date on which the employee began employment with your organisation. This defaults to the current date.
Date of Cessation	The date on which the employee ceased employment with your organisation. If a Date of Cessation is entered, the employee will no longer be able to use the system.
Inactive Employee	When this checkbox is selected, the employee will not appear in the various employee drop-down menus in Sage Coretime. However, their employee record remains accessible in the left-hand pane's Edit view.
Employee Ledger Code	This field enables you to assign a ledger code to the employee. This can facilitate the process of nominal integration of your Sage Coretime data with an external accounting system.
Position	Select the position associated with the employee. The employee is assigned a set of charge-out rates through their position. So no value can be given to work done by the employee unless they have a position. Note: You can use the Apply Position Profile button (to the right of the Position field) to apply the position's user profile settings to the employee.
Qualifications	In this field you can specify the employee's qualifications.
Cost per Hour	The hourly cost of the employee to the organisation. Typically, this includes their salary and their share of overhead costs. An accurate cost per hour value helps you to calculate the profitability of a project.
Rate Table	The Rate Table drop-down list enables you to specify which of the charge-out rates set up in the employee's position is their default rate.
Extra Employee Charge Rates button	On projects it is possible to charge using employee rates instead of position rates. You can apply the employee charge-out rate to update historical records using the Apply As At date field and the Update Historical Records checkbox.

Initials

The employee's initials.

Password

The employee's Sage Coretime login password.

Password Expiration Date

This optional field enables you to specify a date on which the employee's password expires.

Send E-mail

Click this link to open your e-mail software and begin writing an e-mail to the employee.

Date of Commencement

The date on which the employee began employment with your organisation. This defaults to the current date.

Inactive Employee

When this checkbox is selected, the employee will not appear in the various employee drop-down menus in Sage Coretime. However, their employee record remains accessible in the left-hand pane's Edit view.

Position

Select the position associated with the employee.

The employee is assigned a set of charge-out rates through their position.

So no value can be given to work done by the employee unless they have a position.

Note: You can use the Apply Position Profile button (to the right of the Position field) to apply the position's user profile settings to the employee.

Cost per Hour

The hourly cost of the employee to the organisation.

Typically, this includes their salary and their share of overhead costs.

An accurate cost per hour value helps you to calculate the profitability of a project.

Extra Employee Charge Rates button

On projects it is possible to charge using employee rates instead of position rates.

You can apply the employee charge-out rate to update historical records using the Apply As At date field and the Update Historical Records checkbox.

Field	Description
Weekly Core Hours	This field enables you to specify the personal core hours value for the employee. This is useful when the employee is part-time because it ensures that the Core Hours v. Actual report will reflect their true position.
Annual Hours	This field enables you to specify the employee's annual budget of chargeable hours.
Daily Core Hours	These fields enable you to assign a number of core hours to the employee for each day of the week. The Core Hour History button to the right of these fields enables you to view a history of their recent daily core hours.
Apply From	This field enables you to specify a date on which the daily core hours you have specified will begin to apply.
Annual Leave	The employee's annual leave allocation expressed as a number of days.
Overtime Rate and Overtime Rate 2	If the employee works overtime, you can assign up to two overtime rates in these fields. These are expressed as a percentage of their basic rate. For example, enter 150% if the rate is time and a half. For more information, see Overtime.
Apply O/T	Select this checkbox if the employee works overtime.
Apply Emp Cost	If the employee works overtime, this option applied the overtime rate to the employee cost.
WAN Time Entry	When this option is selected, the client and project list are not loaded by default.
WAN Project Review	When this option is selected, the WIP screen loads summary information only.

Employee Details

See also