Employee Summary
How to access
In the employee Center, search for and select the employee. With an employee record open, click the Summary heading in the pane on the right. The Summary appears in the right pane for all Views except Overview.
Applies to: Employee Center
The Employee Summary includes a snapshot of employee information. For the most part, this information is entered when the employee is first created in AMS360 and can be edited.
| Summary Heading Fields | ||
|---|---|---|
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(Payable Balance) |
Displays the employee's current accounts payable balance. More... |
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Inactive (Status) |
Only appears when it applies to the employee. |
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(Type of Employee) |
Displays the employee type(s) (Exec, Rep, and/or Sales Center Rep) based on the settings in Employee Setup. |
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| Key information displayed when you open the Summary Section | ||
|---|---|---|
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Residence, Business, Fax, Cell, and Pager |
Displays the employee's phone numbers. |
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Displays the employee email address as a link. If the email address is not entered or it is invalid, the link does not appear. |
The items listed above (including headings) do not appear if the data doesn't exist for the selected customer.
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