How can I use the Employee Type field to segregate different types of employees?

Question

How can I use the Employee Type field to segregate different types of employees?

Answer

The most common method of segregating different types of users is to leverage the employee type field. Here are three methods:

 

Setting/Managing Employee Type Values
Make sure your system is setup so employee profiles are set with the appropriate employee type values:

1. Navigate to the Employees tab
2. Click on the Tools button (downward blue arrow on the far right)
3. Click on Employee Options
4. Note that you already have two employee types setup: Salary and Hourly
5. Click the Plus (+) button to create a third type (e.g., Consultant) setting the Display name to Consultant and the Value to Consultant.
6. All other employees have already been assigned with an Employee Type value
7. Navigate to the consultant user profile and set their employee type value to Consultant.

Once setup, there are three major applications for the employee type field: 

 

1: Timesheet tab timesheet search by employee type

• Navigate to the Timesheet tab
• Click on the Advanced button
• Select the Employee Type values you want to include in your timesheet search
• The employee type parameter defaults to Any which means it will be search for timesheets of users with any type of employee type value.
• As this is a multi-value select box, you can select any employee type value, or combinations of them.
• After selecting your employee type values, click the Search button to return the timesheets from your search.

2: Timesheet dashboard display: Adding Employee Type column

• You can modify your Timesheet dashboard columns to display the employee type of each employee timesheet.
• To modify the Timesheet columns displayed, navigate to the Timesheets tab.
• Click on the Tools button
• Click on Options
• Scroll down the List Columns until you see Employee Types
• Enabled the Employee Types column by clicking the Employee Types checkbox
• Click OK to save your new settings.
• The Timesheet dashboard will now display the Employee Type column and values for each timesheet.

3: Segregating Employee Report Data by Employee Type

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Display employee type in reports:

• In any summary (that summarizes hours totals over a date range) or timesheet details report, you can always add the Employee Type field to display an employee's employee type value in the report.

Segregate employee data by using Employee Type subtotals

• You can also create subtotals in any summary or timesheet details report.
• Create your report
• Add Employee Type to the report
• Edit the report and add Employee Type as a new Report Column
• You to use the new Employee Type variable in the Sort Columns feature
• You can also subtotal all employees data in the report by Employee Type, which will group results by employee type.
• To do this, just click the Plus (+) button, select and add Employee Type to the Subtotal Columns feature.
• Click OK to save the report.  

Reports note:

• The Employee Type field is automatically joined from the Employees table (t_users) for any report created to include Employee as a report column (e.g., Employee Summary Report, Custom Timesheet Summary Report that includes Employee as a grouping column, Timesheet Details Report, etc.)
• Conversely, reports that do not include Employees as a report column will not be able to use the Employee Type field in the methods described in this article.