In the Employee Center, search for and select the employee. With an employee record open, from the sidebar menu select Views > Employee Overview.

Employee Overview

Applies to:  Employee Center

The Employee Overview provides a convenient view of basic information about an employee, including a picture (if available). Employee information is pulled from the Employee Setup form, and can be modified if you have appropriate security permissions.  

AMS360 includes User ID named Administrator. This User ID is used for various security features and cannot be changed or deleted. The user Administrator is not counted against your total licenses available. For more information see User Security and Logging In.

Key Fields  

General Information

Only fields that have data for the selected employee are shown.

 

Payable Balance

Currently owed to the employee from the commissions payable GL account. More...ClosedAn asterisk precedes the amount when the balance is limited by your division security. This Balance does not appear if you are not authorized for the Employee Register view.

 

Type

Whether the employee is an Exec, Rep, and/or Sales Center Rep.

 

Short Name

The name referenced in GL accounts associated with employees.

 

Address

You can view the location on a map. More...

 

Residence, Business, Fax, Cell, and Pager

Displays the employee's phone numbers.

 

Email

Click the link to open your email program and send an email to the employee.

Would you like to...

To change the setup information for an employee:

  1. Click Edit Employee. This opens the Employee Setup form for the selected employee.
  2. Edit the fields in the form, as necessary. More...
  3. Click Save or Save and Close.

You can delete an employee record only if no associated transactions exist. Generally, you should change an employee's status to Inactive instead of deleting.

You cannot delete:

  • The Administrator user. This user cannot be changed or deleted.
  • An employee record with transactions such as checks or receipts.
To delete an employee:
  • Click Delete Employee in the toolbar.
  • If the employee can be deleted, a message is displayed asking you to confirm the deletion. Click OK.

If the employee cannot be deleted because transactions exist, a message is displayed. Click OK to acknowledge the message.  Follow the instructions below to change the status to inactive.

  1. Click Edit Employee in the toolbar.
  2. On the Employee data entry form, change the status to inactive. More...
  3. Save and close the form.