Use this procedure to enter work-related and personal data about each employee.
From the SAP Business One Main Menu
, choose .
The Employee Master Data
window
appears.
Choose (Add
), and in the General Area
fields, specify the required general information. You can also insert a picture.
Note
In the User Code
field, when choosing the Define New
option to define a new user to link to, you can choose whether to have fields User Code
, User Name
, Employee
, E-Mail
, Mobile
Phone
, Fax
, Branch
, and Department
filled with values from the employee master data.
On the Address
tab, specify the employee's work and home addresses.
On the Membership
tab, specify how the employee fits into the company and to which team he/she belongs.
On the Administration
tab, specify the employee’s employment period and status, as well as information about absences, education, reviews, and previous employment.
On the Personal
tab, specify information such as date of birth, marital status, and ID number.
On the Finance
tab, specify the employee’s salary, cost, and necessary bank details.
On the Remarks
tab, add comments, if required.
On the Attachments
tab, link documents and files related to the employee.
Choose Add
.
Note
If you have not specified a user to link to, you are asked now whether to add a new user with the fields mentioned in the note of Step 2 filled accordingly.