Personnel Global Definition: View Screen Shot

Navigation: Main Menu --> Data Entry (Tab) --> Personnel Details

This table shows components of the Personnel screen that are always visible, no matter which 'Tab' you have activated.

Components like the Access Menu, Record Selector, Navigator and Toolbar are covered elsewhere.

 

Graphic and its Description Usage

 

The Find button searches the following groups of employees:

  • Curr:- Current employees only.

  • Non Curr:- Non current employees only.

  • All:- All employees.

  • Usage of the finder is covered in New Users.

  • Employ 'Wild Cards' for effective data searching.

 

 

PIN:- uniquely defines each person in this database. The first two chars are the first two of the employee's surname while the three digits are determined by Casper after the surname has been entered.

Last Name:- The employees surname. It is important that, for new records, this be entered as Casper will decline saving the record otherwise!

First Name:- The employee's first name.

Middle Name:- The employee's middle name. Not often used!

  • PIN:- You as the user cannot access this text box at any time! Casper works out the PIN itself.
  • Last Name:- The user must enter this.
  • First Name:- Optional but not useful if left empty!
  • Middle Name:- Optional.

This portion of the Personnel screen remains visible while using the detail tabs for an employee.

 

Mailer Management:

Used to tag employees for in/exclusion in a mailer. If the check box is ticked on then the current employee is included in a printing of mailing labels. Their name and postal address appears on the labels.

  • Add All and Remove All buttons respectively set and unset all employees mailing tags.
  • Use Datasheet mode for employees to enable rapid mailer tag setting. [In datasheet view use arrow keys to move up or down the 'Include in Mailer' column and change the tag with the space key]
  • Click here to see how to print the mailing labels.