General
Forms
Time Banks - Administer
Time Banks
ADD: Click on the New Time Bank button
EDIT: Double-click on a Time Bank to view its details
DELETE: Right-click and select Delete from the context menu.
Description
Bank Name
Name of the Time Bank.
Time Bank Code
Code associated with the Time Bank.
External Code
Companies can optionally link a timebank to an external code, which may, for example, be used as a reference in another system.
Hours
Indication of whether the Timebank is calculated in Hours or Days
When the box is checked, the Time Bank is calculated in Hours
When the box is unchecked, the Time Bank is calculated in Days
Column
In the Team Scheduler form, information for up to 8 Time Banks can be displayed for each Employee.
EDIT: Double-click in the cell for the desired bank and enter a number between 1 and 4
New Time Bank
Click on this button to create a new Time Bank.
Title Grades - Administer
OVERVIEW: Employees with the same Title can be subdivided into various Grades of that same title, depending on their experience, seniority, and>or ranking.
Title Grades
ADD: Click on the New Title Grade button or right-click in the list and select the New Title Grade option.
EDIT: Double-click on the selected Title Grade.
DELETE: Right-click on the entry to be deleted and select Delete.
Description
New Title Grade
Click this button to create a Title Grade.
Details
Name: Enter a name for the Title Grade.
Minimum: The minimum salary offered for the defined position.
Mid: The mid-range salary offered for the defined position.
Maximum: The maximum salary offered for the defined position.
Title Families - Administer
OVERVIEW: Various employee titles that are interconnected or have a certain relation can be regrouped under Title Families, which are managed in this section.
Title Families
ADD: Click on the New Title Family button or right-click in the list and select the New Title Family option.
EDIT: Double-click on the selected Title Family.
DELETE: Right-click on the entry to be deleted and select Delete.
Description
Name
The name of the Title Family.
New Title Family
Click this button to create a Title Family.
Details
Name: Enter a name for the Title Family.
Employee Titles
Employee Titles are administered in the Employee Titles form.
Departments - Administer
OVERVIEW: This section administers the various departments within an organization, as well as those heading the departments and the regions where they can be found.
Departments
ADD: Click on the New Department button or right-click in the list and select the Add New Department option.
EDIT: Double-click on the selected Department.
DELETE: Right-click on the entry to be deleted and select Delete.
Description
Hierarchy
A list of Parent Departments is found under this tab, in alphabetical order.
Click on an entry to view the list of related departments under the Departments tab.
Department
The name of the Department.
Manager Responsible
The name of the employee managing the department.
Employees are administered in the Manage Employees form.
Region
The region in which the department is located.
Regions is administered in the Manage Rooms form.
Parent Dept.
Departments can be created within other department, which are called Parent Departments.
Discrepancies
Departments can be set to appear in a list in the Discrepancies module.
This assignment will determine who is responsible for the Discrepancy.
Discrepancies are administered in the Manage Discrepancies form.
Check this box to make the Department selectable in the Discrepancy Details form.
Leave this box unchecked to not include the Department in the selectable list.
Inactive
Departments can be marked as Active or Inactive.
Leave this box unchecked to indicate that the Department is Active.
It will be sorted under the Active tab, and will be selectable in Department fields throughout VimBiz.
Check this box to flag that the Department is Not Active.
It will be sorted under the Inactive tab, and will not be selectable in Department fields in VimBiz.
New Department
Click the button to create a Department.
Department Details
Name: Enter a name for the Department.
Manager Responsible: Type the Managing Employee's Name, or click on the arrow to view the list.
Region: Type the Region Name, or click on the arrow to view the list.
Number: Optionally assign a number for the department.
Parent Dept.: Select another department from the drop-down list to optionally link the department to another.
E-Mail(s): Insert an e-mail address for the main department contact.
Discrepancies: Check this box to make the Department selectable in the Discrepancies module.
Inactive: Check this box to indicate that the Department is inactive.
Department Responsibility Centers
Create a list of Responsibility Centers to which the department's costs can be affected.
Responsibility Centers are administered in the Responsibility Centers form.
ADD and EDIT: Right-click and select Add Department Responsibility Center.
DELETE: Right-click on an entry and select Delete from the context menu.
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