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The tabs available on both cards: Person, Marketing, Message, Member, Activity, Finance, Invoices, Customer journal, History and Own) are explained in the documentation for Back Office.
The tabs that are only available in Configuration → Staff are: Staff, Facilities and Salary and Comission. Please continue reading to gain more insights in the purpouse purpose and use of those tabs.
Staff tab
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Name | Description |
|---|---|
Employee number: | Individual employee number that will be created automatically. However, you still have the possibility to change it. Note! It will be possible to add the same employee number as someone else. |
Employment start: | The start date of the employment. |
No longer employed: | If this box is checked, it indicates that the person's employment has ended (the field has no connection to the end date of ‘End of deployment’). |
End of employment: | The end date for the employment. |
Role: | Your choice here impacts what your staff can and can’t do in BRP, please see Roles for configuration |
Register unit: | Legacy choices, a member of staff should no longer be connected to a specific register unit. |
Start view: | When opening Resource planner, what view would be best for this specific staff member? Maybe Classes for one and available PT slots for another. |
Resource connection: | This connects your staff to a resource in BRP. Please make sure all staff have this connection to their resources. |
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Name | Description |
|---|---|
Employee type: | If you use BRP Time reporting, this explains how your staff will be compensated for their time spent working |
% of full time: | Only applicable to monthly salary types. Enter the percentage of full time the person will be working, for example 50% of full time. |
Person group for validating time sheets: | If you use BRP Time reporting, this will put your staff in a group for their manager to validate their time sheets. |
Time code modification: | Only visible if the “Use time code modification” checkbox is selected on the time code in BRP Configuration → Staff and resources → Time code. Enter a number that will be a prefix to the time code. |
Comission: | If certain product gropus are sold, commission can be added to your staff. |