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PeachPro sets you free
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| PN2 Advanced Employee Notes |
Keep detailed employee notes and schedule compensation changes, reviews, and promotions.
An advanced version of our enhancement PNP - Employee Notes, you can have detailed notes on your employees at your fingertips while maintaining an employee. Plus, you can schedule multiple appointments for each employee and can print a listing of your employee review schedules and to do activities each day. You can even use a timer to track your employee reviews and can enter this time into notepads.
For documentation on adding and editing notes along with other basic feature content please refer to PNP - Employee Notes documentation.
When adding or editing a note, two new function keys will be available. They are F5-Appt and AltF5-Duration. F5-Appt flags the note as an appointment. (AltF5-Duration will be discussed later.) When F5 is pressed, the word "Appt" appears in the note's header.
+------------------------------------------------------------------------------+
¦PRMAINT Maintain Employees COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
DEPARTMENT..: 12 EMPLOYEE CODE..: BLAB TITLE..: PERSONAL INFORMATION
PROCESSING STATUS...: PC
NAME.............: Bill Blast
ADDRESS..........: 1912 Quail Hollow
ADDRESS..........: Apt. B-6
CITY,STATE.......: Atlanta, GA
+-¦11/14/1996 01:38:15p User: Code: - Appt Esc-Abort+--+
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+-¦Row 1 Col 1+---------------------------------------------------------------++
F5-Appt AltF5-Duration F7-DateTime F10-Save
To schedule the appointment for a specific date and time, you change the note's date and time with F7-DateTime. You may also specify which user the appointment is for, and specify a one character code to prioritize calls and customers. These fields will be used to sort appointment reports, explained later.
+------------------------------------------------------------------------------+
¦PRMAINT Maintain Employees COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
DEPARTMENT..: 12 EMPLOYEE CODE..: BLAB TITLE..: PERSONAL INFORMATION
PROCESSING STATUS...: PC
NAME.............: Bill Blast
ADDRESS..........: 1912 Quail Hollow
ADDRESS..........: Apt. B-6
CITY,STATE.......: Atlanta, GA
+-------------------------------------------------+
¦Date:12/20 Time:10a User: COM Code: ? ¦
+-------------------------------------------------+
+---------------------------- Employee 12BLAB Notes----------------------------+
¦11/14/1996 01:37:15p User: Code: ¦
¦ Bill called to ask whether he should change his deductible. I told him ¦
¦ we'd call him back once we had the new IRS regulations. ¦
¦ ¦
¦ ¦
¦ ¦
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¦ ¦
+----------------------------- Press (P) To Print -----------------------------+
F10-Done
You would then enter the text of the note.
+------------------------------------------------------------------------------+
¦PRMAINT Maintain Employees COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
DEPARTMENT..: 12 EMPLOYEE CODE..: BLAB TITLE..: PERSONAL INFORMATION
PROCESSING STATUS...: PC
NAME.............: Bill Blast
ADDRESS..........: 1912 Quail Hollow
ADDRESS..........: Apt. B-6
CITY,STATE.......: Atlanta, GA
+-¦12/20/1996 10:00:00a User: COM Code: ? - Appt Esc-Abort+--+
¦Call Bill to explain new 1997 dependant regulations. |
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+-¦Row 1 Col 53+--------------------------------------------------------------++
F5-Appt AltF5-Duration F7-DateTime F10-Save
The note will appear with the contact's other notes, but will be flagged with "Appt".
+------------------------------------------------------------------------------+
¦PRMAINT Maintain Employees COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
DEPARTMENT..: 12 EMPLOYEE CODE..: BLAB TITLE..: PERSONAL INFORMATION
PROCESSING STATUS...: PC
NAME.............: Bill Blast
ADDRESS..........: 1912 Quail Hollow
ADDRESS..........: Apt. B-6
CITY,STATE.......: Atlanta, GA
ZIP CODE.........: 30342
SOC. SEC. NO.....: 857-34-8172
PHONE............: 404-555-0096
+---------------------------- Employee 12BLAB Notes----------------------------+
¦12/20/1996 10:00:00a User: COM Code: ? - Appt ¦
¦ Call Bill to explain new 1997 dependant regulations. ¦
¦11/14/1996 01:37:15p User: Code: ¦
¦ Bill called to ask whether he should change his deductible. I told him ¦
¦ we'd call him back once we had the new IRS regulations. ¦
¦ ¦
¦ ¦
¦ ¦
+----------------------------- Press (P) To Print -----------------------------+
Ins/F6-Add Enter/F7-Edit Del/F8-Delete F10-Done
In Extended Processing, there will be a new option, A - Appointment Reports. This option allows you to print a list of appointments.
+------------------------------------------------------------------------------+
¦ Extended Processing Options COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
+ Extended Processing Options +
¦ A - Appointment Reports ¦
+-----------------------------+
F1-Help F10-Done ShF10-Home
You have the option of sorting the report by User, Note Code (the single character code on the note), or Contact ID. You have the option of having each User/Code/ID on its own page. You can print for all dates or a range of dates. And you have the option of printing the text of each note, or only the note's date and time.
+------------------------------------------------------------------------------+
¦ Extended Processing Options COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
Sort By User
For All Users
Page Break Between Users? N
For All Dates
Detailed Report +- Report Type --+
¦ D - Detailed ¦
¦ S - Summary ¦
+----------------+
Accept? N
F10-Done
The format of the report shows the following fields. The field that the report is sorted by will always print first, so the report format will vary depending on how you choose to sort it.
Please Note: This report will display customer, vendor and employee appointments on one report if you are using AN2 - Advanced Vendor Notes and RN2 - Advanced Customer Notes
+------------------------------------------------------------------------------------------------------------------------------------+ |RUN DATE: 11/14/96 Software Professionals PAGE 1 | |RUN TIME: 11:40 AM | | Appointment List By User | |------------------------------------------------------------------------------------------------------------------------------------| |User Code Date Time Type ID Name Phone | |---- ---- ---------- --------- -------- ------ ------------------------- -------------- | |SSB $ 12/01/1996 09:00:00a Customer ANDERA Anita S. Anderson 404/555-1212 | | Call Anita to see if she wants to order again. | | | |SSB P 12/01/1996 09:00:00a Vendor AUTFNC THIRD NATIONAL BANK OF GA | | Call Bill re our order. | +------------------------------------------------------------------------------------------------------------------------------------+
The additional function key, AltF5-Duration, is available when entering or editing a note. When pressed, it calculates how much time has elapsed from the date and time on the note to the current date and time. The difference is stored as the last line on the note. For example, if the current date is 12/1/96, and the time is 9:17 am, and the user edits the note for BLAB's appointment, scheduled for 12/1/96 at 9 am, and presses AltF5, a new line will be put on the end of the note that says Duration: 17 minutes.
+------------------------------------------------------------------------------+
¦PRMAINT Maintain Employees COMPANY ID: SP ¦
¦11/14/96 Software Professionals GENERATION #: 53 ¦
+------------------------------------------------------------------------------+
DEPARTMENT..: 12 EMPLOYEE CODE..: BLAB TITLE..: RATES & FLAGS
PROCESSING STATUS...: PC
STATUTORY EMPLOYEE..: N CUR. DEFER. DEDUCTIONS.: 0.00
DECEASED............: N YTD. DEFER. DEDUCTIONS.: 0.00
TIPPED EMPLOYEE.....: N CUR. ALLOC. DEDUCTIONS.: 0.00
LEGAL REP...........: N COST OF GROUP TERM LIFE
+-¦12/20/1996 10:00:00a User: COM Code: ? - Appt Esc-Abort+--+
¦Call Bill to explain new 1997 dependant regulations. |
¦Duration: 17 minutes, 2 seconds |
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+-¦Row 1 Col 1+---------------------------------------------------------------++
F5-Appt AltF5-Duration F7-DateTime F10-Save
Please Note: Once the appointment has been completed, the note should be edited, and the Appt flag should be turned off, by pressing F5-Appt again.
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