Employee Master Other Information Setup

You will need to add General Information to an Employee Master Record prior to editing the Other Information Tab.  Refer to the help document Setting Up a New Employee for details on adding the General Information.

The Other Information Tab of an Employee Master Record allows you to configure information tied to specific functions the employee may need to access in RIMSS.  You can also capture sensitive human resources information about the employee on this tab.

1. Human Resources information fields are shown at the top left of the tab.  These fields can be populated using the dropdowns or by typing directly into the fields.  All of these fields are optional.

2. There is a checkbox on the left side below the Human Resources fields labeled Is Service Writer.  Checking this box will populate this user in the dropdown for Service Writer on Repair Orders.

3. The Sales Representative area has 2 separate configuration areas.  In the top half of the area are a list of RIMSS documents with checkboxes.  By checking the boxes in this area, the employee will populate in the Salesman dropdown list for the specific document type.  Unchecking a box will remove the employee from the Salesman dropdown list for the specific document type. Next, type in the username that will be set up for the employee in the field Auto Fill Salesman based on this login.  This feature will autofill this employee as the salesman on documents they create using their login.

4. In the bottom half of the Sales Representative area are fields and a checkbox that can be configured as needed.  All of these fields are configuration options for Service Technicians.  You will need to check the box next to Service Technician for the employee to show up as a Service Technician on Repair Orders and Time Slips.  The Billing Override field allows you to set a custom labor rate that will be charged when the Employee has actual hours booked on a Repair Order.  This billing rate will override any standard rate that would be populated in the normal course of business.  The Estimated Hourly Cost field is required to have a positive amount entered when you have the box for Service Technician checked.  This field will tell the system the hourly Labor COGS to be booked for actual hours the Technician works on Repair Orders.  You can set this hourly rate to any positive dollar amount that you deem appropriate. You will not be able to save the record with the Estimated Hourly Cost amount at 0.00 and the Service Technician box checked.

5. The Notebook area allows you to add freeform notes to the Employee Master Record.  Click on the button to Add Note to prompt the pop-up for adding any notes you want to maintain.  You may add as many notes as you wish.  To delete a previously added note, right click on the note and click on the Delete This Line option.  

6. The Attachments Tab allows you to save  documents directly to the Employee Master Record.  This may include scans of identification documents, signed papers, photos, or any other information you would like to maintain.  

7. The User Defined Fields tab allows you to capture custom information for which there is no existing field in RIMSS.  You may customize these fields by navigating to Employees > User Defined Fields.  

8. The Alerts Tab allows you to configure Alerts to notify the Employee of events in RIMSS.  There are separate help documents to walk you through this process that can be found here: https://help.rimss.com/category/7-alerts

You must click to Save the Employee Master Record after making any of the edits noted above.