Sugar Community Edition Installation and ... - SugarForge

Creating EmployeesLast Name. Enter the employee’s last name.Employee Status. From the drop-down list, select one of the following:Active: Select this option to specify a current employee of your organization.Terminated: Select this option if the employee is no longer working for yourorganization.Leave of Absence: Select this option if the employee is going to be absentfrom work for an extended period of time.Title. Enter the employee’s official title.Department. Enter the name of the department to which the employee belongs.Reports to. Enter the name of the employee’s supervisor.Office Phone. Enter the employee’s office phone number.Mobile. Enter the employee’s cell phone number.Other. Enter an alternative phone number for the employee, if any.Fax. Enter the fax number for the employee.Email. Enter the email address for the employee.Home Phone. Enter the home phone number for the employee.Other Email. Enter an alternative email address for the employee, if any.IM Type. From the drop-down list, select the type of Instant Messenger servicethat the employee has.IM Name. Enter the employee’s user name for the IM service.Notes. Enter any comments concerning the employee.Primary Address. Enter the employee’s primary address.City. Enter the name of the city.State. Enter the name of the State.Postal Code. Enter the zip code of the address.Country. Enter the name of the country.5. Click Save to create the employee record; click Cancel to exit the page withoutsaving your changes.To manage employee records• To search for an employee, use the Search sub-panel located above theEmployees list.• To view an employee’s details such as the title and contact information, click theemployee name in the list.• To email an employee, click the user’s email address to open Microsoft Outlookand create the email.• To export employee records, select them from the list, click Export and follow theprocess detailed in “Exporting Data” in the Sugar Community Edition UserGuide.Sugar Community Edition Installation and Administration Guide101