Employees Firms & Contacts Tab

Use this tab in the Employees hub to associate one or more firm or contact records with an employee record.

You can associate current and prospective firms and contacts with employee records for future work.

If you have multiple companies in DPS, the following apply:

• The data that you enter on a tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form only displays when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time & Expense tab of the Employees form.
• If the Automatically retrieve your record in Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Firms Grid

Use this grid to associate firms that are already entered in the Firms hub with the employee. After you associate a firm with the employee in this grid, the employee is automatically added to the Our Team grid on the Our Team tab in the Firms hub for the associated firm.

Field	Description
+ Add Firm	Click this option below the grid to add a row to the grid and associate a firm with the employee. To delete a row in the grid, hover over the row, and click X at the end of the row.
Name	Select a firm from the Firms hub to associate with the employee.
Status	This field displays the status of the firm from the Firms hub—your company's current relationship with the firm. The status can be Active , Inactive , or Dormant .
Relationship	Select the employee's relationship to the firm. A system administrator defines possible relationships in Settings > Labels and Lists > Lists for the Employee to Firm/Contact Relationship list.
Relationship Description	Use this field to enter additional information about the employee's relationship to the firm.

Contacts Grid

Use this grid to associate contacts that are already entered in the Contacts hub with the employee. After you associate a contact with the employee in this grid, the employee is automatically added to the Our Team grid on the Our Team tab in the Contacts hub for the associated contact.

Field	Description
+ Add Contact	Click this option below the grid to add a row to the grid and enter contact information. To delete a row in the grid, hover over the row, and click X at the end of the row.
Name	This field displays the contact name.
Status	This field displays the contact's status from the Contacts hub, which reflects your company's current relationship with the contact. The status can be Active , Inactive , or Dormant .
Relationship	Use the drop-down list to select the employee's relationship to the contact. A system administrator defines possible relationships in Settings > Labels and Lists > Lists for the Employee to Firm/Contact Relationship list.
Relationship Description	Use this field to enter additional information about the employee's relationship to the contact.