Staff - Main

The Summary section groups pertinent information from the other sections on the page. All information shown here are for display only.

• Display Name: The name of the staff member as it is displayed in Proliance. You edit the display name in the General section.
• Employed By: The name of the company that employs the staff member. You can change the company in the General section.
• Primary Contact: A check mark indicates that this person is the primary contact in the company. You can change the primary contact using the Staff tab.
• Title: The title held by the staff member within the company. You can change the title in the General section.
• Account Type: Indicates the type of account, if any, associated with the staff member. Set the Account Type from the Account page.
• Phone Number: The phone number for the staff member. The phone number marked as the 'Default' in the Phone Numbers section is shown here.  

• Current State: The current state of the staff document.
• Number: Type a string of characters that uniquely identifies this staff member, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Staff ID: Type the ID assigned to the staff member by the human resources department of your organization. This ID may be from non-Proliance documents, such as pay stubs or health care claim forms. The Staff ID is required.
• Display Name: Type the staff member's name as it appears at the top of the document and in pick lists.
• First Name: Type the given name of the staff member. The First Name is required.
• Middle Name: Type the middle name of the staff member, if available.
• Last Name: Type the surname of the staff member. The Last Name is required.
• Initials: Type the first letter of the First, Middle and Last Name.
• Salutation: Type the preferred salutation for use in formal correspondence with the staff member.
• Title: Select the organizational title of the staff member. The Title is required.
• Description: Type any notes about the staff member.
• Company: Click the Magnifying Glass icon to select the org company to which the staff member belongs. This company is also displayed in the Summary section in the Employed By field. The Company is required.
• Location: Click the Magnifying Glass icon to select the staff member's location.
  
  If you have already selected the contact's Employed By org company, the list of locations is automatically filtered to display only those locations belonging to that company.

• Government Number: Type a number corresponding to a government identification number, such as a Social Security Number.
• Main Trade: Select the main trade practiced by the staff member.
• Staff Type: Select a category corresponding to the type of staff member.
• Trade Classification: Select a term that describes the staff member's level of proficiency, responsibility, or qualification with regard to the Main Trade.
• Work Permit Expiration Date: Enter the date on which the work permit expires. :
• Work Permit Number: Type the number from a work permit.

• Country Code: Type the prefix required when calling the phone number internationally.
• Area Code: Type the part of the phone number that indicates the region or city of the phone.
• Phone: Type the telephone number.
• Extension: Type the telephone local or extension.
• Type: Select the type to indicate the purpose, location or technology of the phone.
• Default: Select this radio button to indicate that is the phone number at which the staff member prefers to receive calls.

This section lists the email addresses that can be used to reach the staff member. To add an address, click Add and then complete the information below. To delete an address, select it and then click Delete Line(s).

Note: Email addresses defined in this section are for reference purposes only. If you want a staff member to receive notices by email, you must enable email notification for their account.

• Email: Type the email address. The email address must be in a valid format, which includes the '@' symbol.
• Description: Type a brief note describing the email address. Example notes include: indicating whether the email address is a work address, personal address, or is infrequently used.
• Default: Select this radio button to indicate the default email address that Proliance will use. Only one address can be designated the default.