Employee data records in teamWorks

teamWorks employee data records are used in the portal, for example, on a page for each employee, in a phone list or in an employee picture gallery. The corresponding pages are maintained in the Employee management component.

An employee data record is a connection between an individual contact or a contact person and a user and/or a user account in CAS genesisWorld.

• Employee data records in the Desktop client

The connection between one or several addresses with a user account can be made in the CAS genesisWorld Desktop client.

• Employee data records

This link can also be created in the teamWorks portal by the administrator.

Employee data records can be created in the Management Console by creating individual contacts from user accounts. This is only possible with the teamWorks module.

With teamWorks, addresses can be imported as employee data records in the Management Console or the Desktop client with the import/export wizard.

• Import/Export - Source/Target: Text file

The Employee management component pages can only be used for addresses which were transformed into employee data records. If you want to use other address types on certain pages or in forms, you must use a different component.

Creating employee data records from user accounts

In the User folder of the User management area, individual contacts for user accounts, which are not linked to an address yet, can be created.

Go to the toolbar and click More options and then Create employee record.

The following window displays the users for whom no link, that is, no employ data record, exists.

• Select the desired users and click on the Create employee data record button.

Individual data records are created for the selected user accounts. Name and e-mail address of the users are adopted.

The Employee data tab is now displayed in the corresponding Desktop client address; this tab displays the assigned user and user data can also be changed in this tab.

Please note that may be created with the Create employee data record function of the Management Console if addresses were already created for employees. In this case we recommend to use the Display/hide employee data function in the Desktop client.

• Employee data records

With the Create employee data record function, one individual contact or employee data record per user can be created in the Management Console.

In the Desktop client and also in the teamWorks portal, two or more employee data records can be assigned to one user account.

Portal: Employee data record - linking address and user

The following functions are only available in the portal if you are logged on as administrator.

An employee data record is an address in CAS genesisWorld and can either be an individual contact or the contact person of a company.

If several users are to work with the same CAS genesisWorld user account, two or more employee data records and/or addresses can be assigned to one single user account.

The administrator can assign one or several addresses to user accounts generating employee data records in the CAS genesisWorld Desktop client and in the teamWorks portal.

This means that each employee can have his or her own employee page and all these colleagues will then have a separate entry in an employee or phone list.

More data can be added to this employee page in the portal, for example, a picture or the department an employee works for.

Creating employee data records from an address

• Open the address of an individual contact or a contact person in the portal.
• With Create employee data record, you open the Assign user form showing all users. Users who have not been assigned to an employee data record are highlighted.

The address can also be assigned to a user to whom an address was already assigned.

• Select a user from the list and then click Save.

The detail view for the employee data record opens automatically.

• Click Select data record if you want to add missing data.

The Create employee data record link is only shown if no employee data record was generated for the address.

Assigning a user on the employee page

• Open an employee page
• Click Assign user. The corresponding window opens.

If a user is already assigned to a user account, they will be informed.

• Select a user from the list and then click Save&Back.
• Open then another employee page and select the same user account with Assign user.

You have then assigned the same address, that is, the same employee data record to several employees.

The Assign user link on an employee page is always displayed for the administrator.