Lab Resources Salary And Effort Employee Record

• List of Employee Records.

• Fields

• Save As New Employee Record
• Save Employee Record
• Delete Employee Record
• Refresh Employee Record
• Clear Employee Record
• Close Employee Record
• Add Row To Salary And Effort
• Copy Rows In Salary And Effort
• Copy Pay Period In Salary And Effort
• Remove Rows From Salary And Effort
• Remove Pay Period From Salary And Effort
• Search By Owner
• Search By Date
• Search By List
• Report Address Book
• Report Salary Data
• Report S & E Details
• Report
• Text Report All
• Record XML Dump
• Bulk XML Dump
• Add Info
• Remove Info
• Email Info
• Add Image
• Add Image from the Web
• Display Image in the Board
• Display Image in its Associated Application
• Edit Image User Label
• Save Image
• Remove Image
• Link Image
• Add File
• Add File from the Web
• Display File in the Board
• Display File in its Associated Application
• Edit File User Label And Type
• Save File
• Remove File
• Link File

• General Comments
• See Also

Fields

• The upper part of the Employee Record window is the Search Result window. Users are able to search through the records of the Default Lab based on a variety of criteria. The Employee Record records fitting the search criteria are then returned within the Search Result window. The bottom part of the window will show all the data for the selected Employee Record.
  • Item No is the Employee Record No.
  • Title is the Name.
• The bottom part of the Employee Record window shows all the data for the Employee Record selected in the upper part of the Employee Record window.
  • Employee Record No is the unique database number in a Sesame instance for the Employee Record.
  • Created By Date is the Username of the person who created the Employee Record, and the date and time of the event.
  • Modified By Date is the Username of the person who last modified the Employee Record, and the date and time of the event.
  • Lab Name is the current Default Lab.
  • Current Employee indicates if the Employee is current.
  • Name is the name of the Employee.
  • Title is the Employee's job title, e.g. 'Senior Scientist'.
  • Division is the Employee's division.
  • Department is the Employee's department.
  • Unit is the Employee's unit.
  • Mailing Address is the Employee's mailing address.
  • Office Phone is the Employee's office phone.
  • Home Phone is the Employee's home phone.
  • Cell Phone is the Employee's cell phone.
  • Email is the Employee's email.
  • Start Date is the first day at work for the Employee.
  • End Date is the final day at work for the Employee.
  • Person ID is the Employee's person id.
  • Appointment ID is the Employee's appointment id.
  • Payroll Percentage is the Employee's payroll percentage.
  • Pay Basis is the pay basis for the appointment, e.g. '12 MONTH'.
  • Annual Salary is the Employee's current annual salary.
  • Pay Periods Per Year is the current number of pay periods per year.
  • Pay Period Salary is the Employee's current pay period salary.
  • Category is the Lab Resources Salary And Effort Employee Category for the Employee, e.g. 'Academic Staff', 'Faculty', etc.
  • Fringe Rate (%) is the fringe rate percentage that corresponds to the Category, defined in Lab Resources Salary And Effort Employee Category.
  • Info are the Employee Record related notes.
    • Added By is the Username of the person who added the Info to the Employee Record, and the date and time when this happened.
    • Info is the related note.
    • Emailed shows if the Info was emailed to the User who created the Employee Record.
  • Images are the images attached to the Employee Record.
    • Image No is the unique database number in a Sesame instance for the Image.
    • Added By is the Username of the person who added the Image to the Employee Record, and the date and time when this happened.
    • File Name is the file name of the Image.
    • User Label is the user label of the Image.
  • Files are the files attached to the Employee Record.
    • File No is the unique database number in a Sesame instance for the File.
    • Added By is the Username of the person who added the File to the Employee Record, and the date and time when this happened.
    • File Name is the file name of the File.
    • User Label is the user label of the File.
    • File Type is the Lab Resources File Type of the File.
  • Salary And Effort are the salary and effort data per pay periods and labfunds for the Employee.
    • Pay Period is a Lab Resources Salary And Effort Pay Period.
    • PP Per Year is a snapshot of Pay Periods Per Year field.
    • Payroll % is a snapshot of Payroll Percentage field.
    • Effort
      • Effort Labfund is the labfund the effort is devoted to.
      • Percentage is the time percentage in the Pay Period devoted to the Effort Labfund and charged to the Salary Labfund.
      • Total is the calculated total of the effort percentages for the Pay Period.
    • Salary
      • Salary Labfund is the labfund the effort is charged to. It is usually the same as the Effort Labfund, except when a different labfund is used for cost sharing.
      • Amount is calculated from Effort Percentage and PP Salary columns.
      • PP Salary is a snapshot of Pay Period Salary field.
      • Annual Salary is a snapshot of Annual Salary field.
    • Salary And Fringe
      • Fringe Rate is a snapshot of Fringe Rate (%) field.
      • Amount & Fringe is calculated from Salary Amount and Fringe Rate columns.
      • PP Salary & Fringe is is calculated from Salary PP Salary and Fringe Rate columns.
      • Annual Salary & Fringe is is calculated from Salary Annual Salary and Fringe Rate columns.
    • Real Effort % is calculated from Effort Percentage and Payroll % columns.
    • Row Modified On is the date and time when the row was last edited.
    • Row Modified By is the Username of the person who last edited the row.

Save As New Employee Record

This saves the Employee Record as new in the database.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Save As New Employee Record.

Note

• This will create a new Employee Record record with a unique Employee Record No in the database.

Save Employee Record

This saves the Employee Record in the database.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Save Employee Record.

Note

• This will update the the current Employee Record record in the database.

Delete Employee Record

This deletes the Employee Record from the database.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Delete Employee Record.
3. Click Remove Employee Record in 'Are You Sure?' popup.

Note

• This will permanently delete the Employee Record from the database.
• Instead of deleting a former Employee, uncheck the Current Employee field.

Refresh Employee Record

This reverts the data for the Employee Record to the version in the database.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Refresh Employee Record.

Note

• This will reload the Employee Record from the database.
• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Clear Employee Record

This clears the Employee Record data, i.e. the bottom part of the Employee Record window.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Clear Employee Record.

Note

• The View will be initialized with the default data.
• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Close Employee Record

This closes the window.

1. Make the Employee Record window active in the Board.
2. On the Employee Record menu click Close Employee Record, or click the X button on the window's Title bar.

Note

• If the content of the View has been modified since the last Save operation, the user will be given an option to proceed and discard the changes, or to cancel the operation.

Add Row To Salary And Effort

This adds a new row to the Salary And Effort table.

1. Make the Employee Record window active in the Board.
2. On the Edit menu click Add Row.
3. Select the Pay Period in 'Add Row' popup, for the new row.
4. Click OK in 'Add Row' popup.

Note

• The values in the PP Per Year, Payroll %, PP Salary, Annual Salary and Fringe Rate columns of the new row will be snapshots of the values in the Pay Periods Per Year, Payroll Percentage, Pay Period Salary, Annual Salary and Fringe Rate (%) fields respectively.
• The values in the PP Salary & Fringe and Annual Salary & Fringe columns will be recalculated.
• The new row will be added below the selected row or to the bottom of the table if no row is selected.
• After the Employee Record is saved, the rows in the Salary And Effort table will be reordered by pay period and labfund number.
• If the new row was added to a wrong pay period, remove it, then add a new row with the correct pay period.

Copy Rows In Salary And Effort

This copies the selected Salary And Effort table rows into the target pay period.

1. Make the Employee Record window active in the Board.
2. Select the rows to be copied in the Salary And Effort field.
3. On the Edit menu click Copy Rows.
4. Select the Pay Period in 'Target Pay Period' popup for the new rows.
5. Click OK in 'Target Pay Period' popup.

Note

• Selection of Table Rows and Tree Nodes
• The values in the PP Per Year, Payroll %, PP Salary, Annual Salary and Fringe Rate columns of the new row will be snapshots of the values in the Pay Periods Per Year, Payroll Percentage, Pay Period Salary, Annual Salary and Fringe Rate (%) fields respectively.
• The values in the Effort Labfund, Percentage and Salary Labfund columns will be copied from the original rows.
• The values in the Total, Amount, Amount & Fringe, PP Salary & Fringe, Annual Salary & Fringe and Real Effort % columns will be recalculated.
• The new rows will be added to the bottom of the table.
• After the Employee Record is saved, the rows in the Salary And Effort table will be reordered by pay period and labfund number.
• If the selected rows were copied to a wrong pay period, remove them, then copy them to the correct pay period.

Copy Pay Period In Salary And Effort

This copies the rows corresponding to the selected pay period in Salary And Effort table to the target pay period.

1. Make the Employee Record window active in the Board.
2. Select a row with the pay period to be copied in the Salary And Effort field.
3. On the Edit menu click Copy Pay Period.
4. Select the Pay Period in 'Target Pay Period' popup for the new rows.
5. Click OK in 'Target Pay Period' popup.

Note

• Selection of Table Rows and Tree Nodes
• The values in the PP Per Year, Payroll %, PP Salary, Annual Salary and Fringe Rate columns of the new row will be snapshots of the values in the Pay Periods Per Year, Payroll Percentage, Pay Period Salary, Annual Salary and Fringe Rate (%) fields respectively.
• The values in the Effort Labfund, Percentage and Salary Labfund columns will be copied from the original rows.
• The values in the Total, Amount, Amount & Fringe, PP Salary & Fringe, Annual Salary & Fringe and Real Effort % columns will be recalculated.
• The new rows will be added to the bottom of the table.
• After the Employee Record is saved, the rows in the Salary And Effort table will be reordered by pay period and labfund number.
• If the selected pay period was copied to a wrong pay period, remove the wrong rows or the whole target pay period, then copy the original pay period to the correct pay period.

Remove Rows From Salary And Effort

This removes the selected rows from the Salary And Effort table.

1. Make the Employee Record window active in the Board.
2. Select the rows to be deleted from the Salary And Effort field.
3. On the Edit menu click Remove Rows.
4. Click OK in 'Are You Sure?' popup.

Note

• Selection of Table Rows and Tree Nodes
• The values in the Total column will be recalculated for the affected pay periods.
• Refresh Employee Record is the closest to an undelete, but with a caveat: all the changes after the last Save Employee Record will be lost too.

Remove Pay Period From Salary And Effort

This removes the rows corresponding to the selected pay period from the Salary And Effort table.

1. Make the Employee Record window active in the Board.
2. Select a row with the pay period to be deleted from the Salary And Effort field.
3. On the Edit menu click Remove Pay Period.
4. Click OK in 'Are You Sure?' popup.

Note

• Selection of Table Rows and Tree Nodes
• Refresh Employee Record is the closest to an undelete, but with a caveat: all the changes after the last Save Employee Record will be lost too.

Search By Owner

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

1. Make the Employee Record window active in the Board.
2. On the Search menu click By Owner.
3. Set the search criteria in 'Search by Owner' popup.
   • Owner is the Username of the person who created the Employee Record. Wildcard Characters are allowed.
   • Name is the name of the Employee. Wildcard Characters are allowed.
   • Title is title of the Employee. Wildcard Characters are allowed.
   • Category is the Lab Resources Salary And Effort Employee Category of the Employee.
   • Current Employee marks if the Employee is current or not.
4. Click Search in the search popup.

Note

• The AND logical operator is used between the search criteria, i.e. only those Employee Records will be returned that fit all of them.
• To exclude a search criteria, set it to an '*'.
• If an '*' is in every field, all the Employee Records will be returned.
• To open a returned Employee Record, click on it in the upper part of the Employee Record window.

Search By Date

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

1. Make the Employee Record window active in the Board.
2. On the Search menu click By Date.
3. Set the search criteria in 'Search by Date' popup.
   • Created By is the Username of the person who created the Employee Record. Wildcard Characters are allowed.
   • Created Start Date is the earliest date the Employee Record was created. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Created End Date is the latest date the Employee Record was created. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Modified By is the Username of the person who last modified the Employee Record. Wildcard Characters are allowed.
   • Modified Start Date is the earliest date of the last modification of the Employee Record. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Modified End Date is the latest date of the last modification of the Employee Record. To set this field to an '*', click on it, then clear, or, enter an '*' into, any of the Year, Month or Day fields.
   • Type is the Lab Resources Type of the Employee Record.
   • Status is the Lab Resources Status of the Employee Record.
4. Click Search in the search popup.

Note

• The AND logical operator is used between the search criteria, i.e. only those Employee Records will be returned that fit all of them.
• To exclude a search criteria, set it to an '*'.
• If an '*' is in every field, all the Employee Records will be returned.
• To open a returned Employee Record, click on it in the upper part of the Employee Record window.

Search By List

This searches the Employee Record records of the Default Lab and returns the ones that fit the search criteria in the upper part of the Employee Record window.

1. Make the Employee Record window active in the Board.
2. On the Search menu click By List.
3. Set the search criteria in 'Search by List' popup.
   • DB# List is the list of Employee Record Nos. The numbers in the list can be separated by space, tab, comma, semicolumn, or end of line. Alternatively, if there are DBNo List (LI) records for Employee Records, they can be selected from the dropdown list.
4. Click Search in the search popup.

Note

• If the DB# List is empty, or contains an '*', all the Employee Records will be returned.
• To open a returned Employee Record, click on it in the upper part of the Employee Record window.

Report Address Book

This creates an Address Book from Employee Records.

1. Make the Employee Record window active in the Board.
2. On the Report menu click Address Book.
3. Set the report options in 'Address Book' popup.
   • Mailing Address will be included if checked.
   • Office Phone will be included if checked.
   • Home Phone will be included if checked.
   • Cell Phone will be included if checked.
   • Email will be included if checked.
   • Current Employee controls if the report will be generated for current, all, or former Employees only.
   • Horizontal Layout controls the format of the report. If checked, the report will be a multi-column Table Report, otherwise it will be a Text Report.
4. Click Report in the report popup.

Note

• The report will be shown in a Table Report or in a Text Report View.

Report Salary Data

This creates a table report containing the salary related data from the Employee Records.

1. Make the Employee Record window active in the Board.
2. On the Report menu click Salary Data.
3. Set the report options in 'Salary Data' popup.
   • Current Employee controls if the report will be generated for current, all, or former Employees only.
4. Click Report in the report popup.

Note

• The report will be shown in a Table Report View.

Report S & E Details

This creates different table reports from the data in Salary And Effort table in Employee Records.

1. Make the Employee Record window active in the Board.
2. On the Report menu click S & E Details.
3. Set the report options in 'Salary And Effort Details' popup.
   • Pay Period is a shortcut for initializing the Start Date and End Date fields to some predetermined values.
     • Other puts an asterisk into the Start Date and End Date fields.
     • Selecting a Lab Resources Salary And Effort Pay Period from the list will set the Start Date and End Date fields to the start and end of the selected Pay Period.
   • Start Date is the start date of the reporting period. Can be set using the Pay Period field also. To set it to an asterisk, enter an asterisk or clear one of the Year, Month or Day fields.
   • End Date is the end date of the reporting period. Can be set usinf the Pay Period field also. To set it to an asterisk, enter an asterisk or clear one of the Year, Month or Day fields.
   • What selects the data from the Salary And Effort table that will be reported.
     Choices:
     • Salary Only
     • Salary And Fringe
     • Effort
     • Real Effort
   • Group By selects how to group the data.
     Choices:
     • Pay Period to show the selected data in an Employee - Fund/Fund Year table for every Pay Period. For every Pay Period table, the totals for rows and columns will be calculated.
     • Employee to show the selected data in a Pay Period - Fund/Fund Year table for every Employee. For every Employee table, the totals for rows and columns, and the averages for columns will be calculated.
     • Labfund to show the selected data in a Pay Period - Employee table every Fund/Fund Year. For every Fund table, the totals for rows and columns, and the averages for columns will be calculated.
   • Current Employee controls if the report will be generated for current, all, or former Employees only.
   • Fund Header selects what to use for Fund header.
     Choices:
     • Nickname
     • Title
   • Sub Header selects what to use for Fund Year in Fund header.
     Choices:
     • Year
     • Award ID
     • Fund-Project ID
4. Click Report in the report popup.

Note

• The report will be shown in a Table Report View.

Report

This creates a Text report for the Employee Record, and shows it in the Board.

1. Make the Employee Record window active in the Board.
2. On the Report menu click Report.

Note

• The generated report for the selected Employee Record will be in a Text Report window in the Board.

Text Report All

This creates a Text report for every Employee Record in the Default Lab and saves it to the disk.

1. Make the Employee Record window active in the Board.
2. On the Report menu click Text Report All.
3. If you want to save the file in a different folder, locate and open the folder.
4. In the File Name box, type a name for the file.
5. Click Save.

Note

• The file created on the disk will contain the text reports for every Employee Record in the Default Lab.
• This menu item is enabled for the Lab Master, or, for a Lab Member with a Can Do privilege.
• The Can Do Resource value is XML_EMPLOYEERECORD.

Record XML Dump

This creates an XML dump for the Employee Record record, and saves it to the disk.

1. Make the Employee Record window active in the Board.
2. In the Report menu click Record XML Dump.
3. Set the values in 'XML Report' popup.
   • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
   • Formatting (indents and newlines) determines if the resulting file should be formatted.
   • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
     • If you want to save the file in a different folder, locate and open the folder.
     • In the File Name box, type a name for the file.
     • Click Save.
4. Click Report.

Note

• The file created on the disk will contain the XML dump for the selected Employee Record.

Bulk XML Dump

This creates an XML report for every Employee Record in the Default Lab and saves it to the disk.

1. Make the Employee Record window active in the Board.
2. In the Report menu click Bulk XML Dump.
3. Set the values in 'XML Report' popup.
   • Inline DTD determines if the Document Type Definition (DTD) should be included in the file.
   • Formatting (indents and newlines) determines if the resulting file should be formatted.
   • File Name is the name of the file. To set it, click on the field, then set the values in the 'Save' popup.
     • If you want to save the file in a different folder, locate and open the folder.
     • In the File Name box, type a name for the file.
     • Click Save.
4. Click Report.

Note

• The file created on the disk will contain the XML dump for every Employee Record in the Default Lab.
• This menu item is enabled for the Lab Master, or, for a Lab Member with a Can Do privilege.
• The Can Do Resource values is XML_EMPLOYEERECORD.

Add Info

This adds a new row to the Info table.

1. Make the Employee Record window active in the Board.
2. Click on the button on the right side of the Info field.

Note

• Only the User who added the Info can edit, email, or remove it at a later time.

Remove Info

This removes the selected row from the Info table.

1. Make the Employee Record window active in the Board.
2. Select a row in the Info field, then click on the button on the right side of the Info field.
3. Click Remove Info in 'Are You Sure?' popup.

Note

• Only the User who added the Info to the Employee Record can remove it.

Email Info

This emails the selected Info to the User who created the Employee Record.

1. Make the Employee Record window active in the Board.
2. Select a row in the Info field, then click on the button on the right side of the Info field.
3. Click Send Email in 'Are You Sure?' popup.

Note

• Only the User who added the Info to the Employee Record can email it.

Add Image

This uploads one or more Images from the disk and attaches them to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Click on the button on the right side of the Images field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • Format determines if one or more Images will be added. To set it, click on the field, then click the format that you want to use.
     • File if only the selected Image will be added.
     • Folder if all the Images from the selected Folder will be added.
     • Folder with Subfolders if all the Images from the selected Folder and all the Subfolders will be added.
   • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select Image' popup.
     • In the Look in list, click the drive or folder that contains the Images you want to add.
     • In the folder list, locate the folder that contains the Images, and if the Format is File, open it.
     • Click the Image if the Format is File, otherwise click the folder.
     • Click Select Image.
4. Click Add Image.

Note

• Only Images of JPEG, PNG and GIF formats can be added.
• For all practical purposes the size of added Images is not limited.
• For all practical purposes the number of added Images is not limited.
• An Image added to a record can be linked to any number of different records. See Link Image.

Add Image from the Web

This gets an Image from the Web and attaches it to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Click on the button on the right side of the Images field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • URL is the Web address of the Image. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
4. Click Add Image.

Note

• Only Images of JPEG, PNG and GIF formats can be added.
• For all practical purposes the size of added Images is not limited.
• For all practical purposes the number of added Images is not limited.
• An Image added to a record can be linked to any number of different records. See Link Image.

Display Image in the Board

This displays an Image attached to the Employee Record in the Board.

1. Make the Employee Record window active in the Board.
2. Alternatively, you can
   • select an Image (a row) in the Images field, then click on the button on the right side of the Images field, or
   • drag an Image (a row) from the Images field to an open area of the Board and drop it, or
   • double-click on an Image (a row) in the Images field.

Note

• The Image will be in an Image window in the Board.

Display Image in its Associated Application

This opens an Image attached to the Employee Record using its associated application .

1. Make the Employee Record window active in the Board.
2. Alternatively, you can
   • select an Image (a row) in the Images field, then click on the button on the right side of the Images field, or
   • right-click on an Image (a row) in the Images field.
3. Click OK in 'Open with...' popup.

Note

• Currently this option only works on Microsoft Windows and Apple OS X operating systems.

Edit Image User Label

This updates the User Label for an Image attached to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. Set the values in 'Edit Image Information' popup.
   • User Label is the user label.
4. Click Update.

Note

• The User Label will be changed only for the Image attached to the Employee Record.
• The User Label of the other links to the Image will be not changed.

Save Image

This saves Images attached to the Employee Record to the disk.

1. Make the Employee Record window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. If you want to save the Image in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
4. Click Save.

Note

• The Image will be saved in the selected folder under the name from the File Name field.
• You can save more than one Image at a time.
• To select consecutive Images, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Images, press and hold down CTRL, and then click each item. To select all Images, click on an Image, then use keyboard shortcut CTRL+A.

Remove Image

This removes an Image from the Employee Record.

1. Make the Employee Record window active in the Board.
2. Select an Image (a row) in the Images field, then click on the button on the right side of the Images field.
3. Click Remove Image in 'Are You Sure?' popup.

Note

• If an Image is attached, i.e. linked, to multiple records, this will remove the Image, i.e. the link, only from the current record, and the Image will be not deleted.
• The Image will be deleted permanently if and only if it is attached to only one record.
• You can remove more than one Image at a time.
• To select consecutive Images, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Images, press and hold down CTRL, and then click each item. To select all Images, click on an Image, then use keyboard shortcut CTRL+A.
• If more the one Image was selected, in 'Are You Sure?' popup click Yes To All to delete all of them, or, click Yes for those you want to delete, and No for those you do not want to delete.
• Only the user who attached the Image to the Employee Record, i.e. the user form the Added By field, can remove it.
• When the Employee Record is deleted, all the attached Images will be deleted.

Link Image

This adds an Image already attached to a record to the Employee Record.

1. Make the Employee Record window visible in the Board.
2. Make the other window that contains the record that has the Image already attached active in the Board.
3. Select an Image (a row) in the Images field of the other record, then drag and drop it to the Employee Record window's Title bar.

Note

• For all practical purposes the number of added Images is not limited.
• For all practical purposes the number of links to an Image is not limited.

Add File

This uploads one or more Files from the disk and attaches them to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Click on the button on the right side of the Files field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • Format determines if one or more Files will be added. To set it, click on the field, then click the format that you want to use.
     • File if only the selected File will be added.
     • Folder if all the Files from the selected Folder will be added.
     • Folder with Subfolders if all the Files from the selected Folder and all the Subfolders will be added.
   • File Name is the name of the file or folder depending on the selected Format. To set it, click on the field, then set the values in the 'Select File' popup.
     • In the Look in list, click the drive or folder that contains the Files you want to add.
     • In the folder list, locate the folder that contains the Files, and if the Format is File, open it.
     • Click the File if the Format is File, otherwise click the folder.
     • Click Select File.
   • File Type is the Lab Resources File Type of the File.
4. Click Add File.

Note

• For all practical purposes the size of added Files is not limited.
• For all practical purposes the number of added Files is not limited.
• A File added to a record can be linked to any number of different records. See Link File.

Add File from the Web

This gets a File from the Web and attaches it to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Click on the button on the right side of the Files field.
3. Set the values in 'Add Row' popup.
   • User Label is the user label.
   • URL is the Web address of the File. Only the HTTP URL scheme is supported, and it must include the 'http://' prefix.
   • File Type is the Lab Resources File Type of the File.
4. Click Add File.

Note

• For all practical purposes the size of added Files is not limited.
• For all practical purposes the number of added Files is not limited.
• A File added to a record can be linked to any number of different records. See Link File.

Display File in the Board

This displays a File attached to the Employee Record in the Board.

1. Make the Employee Record window active in the Board.
2. Alternatively, you can
   • select a File (a row) in the Files field, then click on the button on the right side of the Files field, or
   • drag a File (a row) from the Files field to an open area of the Board and drop it, or
   • double-click on a File (a row) in the Files field.

Note

• The generated report for the selected Employee Record will be in a Text Report window in the Board.
• Text files will be displayed properly.
• Binary files will look like gibberish.

Display File in its Associated Application

This opens a File attached to the Employee Record using its associated application .

1. Make the Employee Record window active in the Board.
2. Alternatively, you can
   • select a File (a row) in the Files field, then click on the button on the right side of the Files field, or
   • right-click on a File (a row) in the Files field.
3. Click OK in 'Open with...' popup.

Note

• Currently this option only works on Microsoft Windows and Apple OS X operating systems.

Edit File User Label And Type

This updates the User Label and the File Type for a File attached to the Employee Record.

1. Make the Employee Record window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. Set the values in 'Edit File Information' popup.
   • User Label is the user label.
   • File Type is the Lab Resources File Type of the File.
4. Click Update.

Note

• The User Label and the File Type will be changed only for the File attached to the Employee Record.
• The User Label and the File Type of the other links to the File will be not changed.

Save File

This saves Files attached to the Employee Record to the disk.

1. Make the Employee Record window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. If you want to save the File in a different folder, locate and open the folder, or, in the File Name box, type the name for the folder.
4. Click Save.

Note

• The File will be saved in the selected folder under the name from the File Name field.
• You can save more than one File at a time.
• To select consecutive Files, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Files, press and hold down CTRL, and then click each item. To select all Files, click on a File, then use keyboard shortcut CTRL+A.

Remove File

This removes a File from the Employee Record.

1. Make the Employee Record window active in the Board.
2. Select a File (a row) in the Files field, then click on the button on the right side of the Files field.
3. Click Remove File in 'Are You Sure?' popup.

Note

• If a File is attached, i.e. linked, to multiple records, this will remove the File, i.e. the link, only from the current record, and the File will be not deleted.
• The File will be deleted permanently if and only if it is attached to only one record.
• You can remove more than one File at a time.
• To select consecutive Files, click the first item, press and hold down SHIFT, and then click the last item. To select nonconsecutive Files, press and hold down CTRL, and then click each item. To select all Files, click on a File, then use keyboard shortcut CTRL+A.
• If more the one File was selected, in 'Are You Sure?' popup click Yes To All to delete all of them, or, click Yes for those you want to delete, and No for those you do not want to delete.
• Only the user who attached the File to the Employee Record, i.e. the user form the Added By field, can remove it.
• When the Employee Record is deleted, all the attached Files will be deleted.

Link File

This adds a File already attached to a record to the Employee Record.

1. Make the Employee Record window visible in the Board.
2. Make the other window that contains the record that has the File already attached active in the Board.
3. Select a File (a row) in the Files field of the other record, then drag and drop it to the Employee Record window's Title bar.

Note

• For all practical purposes the number of added Files is not limited.
• For all practical purposes the number of links to a File is not limited.

General Comments

• To open the Employee Record window in the Board, on the Options menu select Lab Resources then click Employee Record.
• This Lab Resource is accessible by the Lab Master, or, by a Lab Member with a Can Do privilege. By others it is not even viewable.
• The Can Do Resource value is LAB_RSC_EMPLOYEERECORD.
• The upper and bottom part of the Employee Record window can be resized by dragging the divider between the two parts.

See also

• Lab Resources Can Do
• Lab Resources Salary And Effort Employee Category
• Lab Resources Salary And Effort Labfund
• Lab Resources Salary And Effort Pay Period
• Table Report

Copyright © 1999-2009 Zsolt Zolnai, and the University of Wisconsin - Madison