Adding an Employee to the appropriate organizational level enables you to quickly find what Employees are available at a Region, District, and Office level. Employees can be added at any level of the organization, although it is advised that dispatchable employees/field techs always be added at the Office level.
How to Add an Employee
|On the left side of GoServicePro, in the Workspace area, click on My Work and then My Organization.
This will open a form window on the right that includes a hierarchical view of the company on the left, a ribbon menu at the top, and multiple tabs on the right. The right form’s Business Location, Sites, Contacts, Employees, and Map tabs all contain fields where data can be viewed, added, or updated.
|Click on the location that you would like to add an Employee to. Employees can be added to any level of the organization.
After ensuring you’re on the correct level of the organization, select Add Employee located to the right of Save in the top ribbon menu.
This will open up a New Employee window.
|Once the box appears, fill in the data about the new Employee. The items with a red asterisk (*) next to it must be filled out.
Clicking the icon next to the Manager field allows you to search for an Employee in a higher organizational level.
When ready, click Save and Close.
|You will be prompted to enter a new password and type it in again to confirm. In order for the Employee to access the system, they will need to be given their user name and password. Once entered, your Employee can now be seen under the Business Location tab in the Employees section, and in the Employees tab.|
Adding a Security Role
Each employee must have one security role assigned. Click on the security roles tab. This will allow you to view the security roles that are currently able to be selected. Remember an employee can only have one security role selected. To change this persons role click the checkbox on the left side and this persons role will be changed.
If you are creating a dispatchable resource (such as a field technician) be sure to check the “Dispatchable” checkbox. A new section will be displayed at the bottom of the form named “FE Physical Address”.
Dispatchable resources have both a reporting location (the Office to which they report) and a physical location (the location where they start traveling from). This allows you to specify a different starting location from the tech’s office in cases where the tech starts their day by traveling from their home.
If your dispatchable resources start their day from the office then leave the checkbox labeled “Use Reporting Site as FE Physical Address” checked. If your resources start their day from a location other than the Office, uncheck the “Use Reporting Site as FE Physical Address” checkbox and enter an appropriate address. Make sure you Geocode the address by clicking the Geocode Address button.