Open topic with navigation

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

        Related Topics Link IconR

Employee Center

The Employee Center is the central point for all employee-related functions and information. Use this center to find an employee from the Employee List, create a new employee, or edit or view an existing employee.

From the Employee Center you can build, edit, or view employee commission payable statements and include deductions for employee expenses and employee draws. You can also create cash receipts, checks, and journal entries for employee-related transactions.

You must have proper security authorization to access the Employee Center.

ClosedAccessing the Employee Center

To access the Employee Center, do one of the following:

ClosedEntering a New Employee

  1. From the Employee Center, click New Employee. The Employee data entry form appears.

  2. Enter the employee's information. Refer to the Employee setup topic for more information.

  3. After you are finished entering the employee's information, click Save and Close. This returns you to the Employee Center with the new employee open.

ClosedSearching for an Employee

ClosedBasic Search

AMS360 returns a maximum of 100 employees to the Employee Search results. By default the system displays 20 records per page, however you can change this in Agency Setup or User Options. The Agency Setup options are for the entire agency but you can override this by individual user in the User Options form.

How to Narrow the Search Results

To narrow the search for an employee in a long (more than one page) list:

  1. From the Employee Center, click the Name field and type a few characters of the employee's name. You can also use the asterisk (*) as a wild card. Enter the initial characters of the employee name, followed by the (*) and click Search to return a list of all employees beginning with those alpha characters.

  2. Select to include Exec, Rep, Sales Center Rep, or Other employees to narrow the search to one employee type.

  3. Select to include only Active, Inactive, or Retired employees to narrow the search to one of these employee types.

  4. Click Search or [Enter].

An employee can be set to an inactive or retired status by selecting the Inactive or Retired options in the General section of the Employee Setup form.

ClosedAdvanced Search Options

Field Name/ Group

What is this?

Scope of Name Search

Authorized to Login

Check this box if all you want to see is employees that are setup in the Login Information section of Employee Setup. In other words, these individuals are authorized to login to AMS360.

Match On

Prefix

The Prefix (default) search allows you to use the plus sign (+) as a wild card character to search on both the last and first names.

To narrow the search, enter as many characters of the employee's name as you want.

Example:To quickly find John Smith entersmi+john.AMS360looks for all employees whose last name begins with SMI with the first name of JOHN.

To search for an employee with a first name of Douglas type +douglas. AMS360 looks for all employees with any last name and the first name of Douglas.

You can also use an asterisk (*) as a wild card to display all employees. Entering an asterisk in the name field and clicking Searchdisplays all employees, up to the 100 maximum.

Keyword

Use Keyword when you want to search by a particular keyword within the employee name selection. This search is an exact word or number match.

Example: To find an employee whose name includes the word Jr, type the word and select Keyword and Search. AMS360 looks for all employees whose name includes that exact word.

Begin

Use Begin and enter one or more letters. AMS360 displays all names starting with the letters typed and displays all names through the end of the list, or up to the 100 maximum.

Example: Type Mar and select Begin and Search. AMS360 displays all names that start with Mar and display all names that follow that name alphabetically up through ZZZZ, or up to the 100 maximum.

Color Setup: Inactive Employees

Use these options to highlight inactive employees by changing their text and background colors:

  • Foreground - changes text color.

  • Background - changes the color behind the text.

When you select either of these options you choose the desired color from the Color Selector, and click Apply.

To save these colors select Save as User Default Options and click Search or Apply.

Apply and Apply Default

Use these buttons in your search as needed:

Apply

Applies the new search criteria and finds employees matching your selections.

Apply Default

Applies the last saved User Default search criteria and finds employees matching those selections.

Save as User Default Options

Select this box and click Apply to save the current search selection criteria as your User Default.

You can change search selections without saving them. You can also save new selections as your default at any time.

Use this option for the search criteria you use most often.

ClosedOpening an Employee

To open an employee, from the list click the employee's name.

You can also use the Quick Pick feature to make your selection.

What's Next?

Do you need to assign this employee to customers or policies? See the Customer or Policy topic for more information.


My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com


© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:03 PM