Add Employee to Contractor Employees List

Description

This function is part of the Contractor Services subsystem and is used to add an employee record to the list of employees for a prequalified contractor. The Add Employee to Contractor Employees List function is available authorized Prequalification users to add any employee type. Authorized users can only add an Officer employee to the Employees list.

The Add Employee to Employees List function can be accessed from the Contractor screen when the user selects "Employee" from the Add links and clicks the Add button. The function can also be accessed from the Employees list when the user clicks the ADD button.

Quick Navigation

The following table provides an overview of the steps in this process. Detailed step-by-step directions are provided in the next section.

From this screen…	perform this action:
Navigation Bar	Select Contractor Services option, followed by Contractor Information option
Contractor Information home page	Enter full or partial key in Business Partner name field Click SEARCH button
Contractor Search Results screen	Click business partner hyperlink
Contractor screen	Select "Employee" from Add links and click ADD button OR Select "Employees" from Go links and click GO button. Then on the Employees list, click the ADD button.
Employee screen	Select Position Enter First and Last Names (required), Middle Initial, and Suffix Click SAVE button To add more employees, click NEW button; repeat data entry

Step-by-Step Directions

User Action	Result
Open your browser software and access the ECMS Welcome page.	The ECMS Welcome page is displayed with the navigation bar on the left.
Using the Registered Users Login fields at the top of the navigation bar, enter your user ID and password. Click GO or tap the Enter key.	The ECMS Welcome page appears. Your user name now appears at the top of the navigation bar, and the navigation bar options are tailored to your security group(s).
From the navigation bar, select the Contractor Services option.	The Contractor Services option available to your user group are displayed.
Select the Contractor Information option under Contractor Services on the navigation bar.	The Contractor Information home page is displayed.
In the Contractor Search section, enter the full Business Partner name or a partial key in the Business Partner field.	The Contractor Search Results screen is displayed.
Click the appropriate Business Partner name hyperlink to access the Contractor screen.	The Contractor screen for the selected business partner is displayed.
On the Contractor screen, select 'Employee' from the Add links and click the ADD button.	The Employee screen is displayed in create mode. Note: To view the list of employees for this contractor, select 'Employees' from the Go links and click the GO button. The Employees list is displayed and includes functionality to view existing employees or add new employees.
Select the employee's Position from the drop-down list.	The entry you selected appears in the field. Valid values are: Owner, EEO Officer, Superintendent, CEO, Fiscal Officer, President, Vice President, Foreman, Partner, Secretary, Treasurer, Comptroller, General Manger, and Other. Note: If you select 'Other', the Employee Title field is displayed, and you are required to enter a title (up to 40 characters). When the employee record is subsequently displayed, it will be categorized by the title you enter.
Enter the employee's Last Name.	The name you entered appears in the field. This is a required field.
Enter the employee's middle initial in the MI field.	The initial you entered appears in the field. This is an optional field that accepts one character.
Enter the employee's Last Name.	The name you entered appears in the field. This is a required field.
Click the SAVE button.	A 'please wait' message is displayed. When processing is complete, a 'successful' message is displayed. IMPORTANT: You must save the employee record before clicking the NEW button to add another employee. If you do not, the first employee's data will be lost.
Click OK on the message box.	The message box closes, and you are returned to the Employee screen with the employee information you just saved.
To add more employees, click the NEW button.	The screen is cleared and allows you to enter another employee.

Created by	Last Modified by
Joseph D Howe/PennDOT on 03/16/2005 at 10:47:22 AM	Wanda Taylor/PennDOT on 03/18/2005 at 09:55:02 AM