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The Summary tab displays a snapshot of the Employee details.
Employee Details can be updated from the Employee Summary tab. To edit an Employee, the user must be an FYI Admin or be assigned to a User Group with access to Employee - Management or Employee - Access.
You can also enter the details of a Phone Call, File Note, or Meeting related to the employee from the Employee Summary tab.
At the bottom of the Employee - Summary tab are lists of the most recent documents and tasks for that employee. You can edit the documents and tasks directly from the Job - Summary tab, or by clicking the Tasks and Documents tabs.
Editing an Employee
At the top of the Employee Details section, the Edit Employee icon is included.
To edit Employee fields:
- Click the Edit Employee icon. Multiple fields will become available to be edited.
- Enter or select the new value for the Field. You can only enter or select a value as relevant for the type of field, for example, as text, select from a drop-down, number etc. The following is an example of entering a Phone Number.
- Click Save at the bottom of the screen to save the changes made to the fields, and to take the Employee out of editing mode.
Changes made to an Employee will be displayed in the Employee Activity tab. Refer to Employee Activity.
Employee Fields
The following Employee Fields are displayed on the Employee - Summary tab.
| Employee Field | Details |
| Team |
The team the employee belongs to internally. This field is optional. |
| Name | The name of the Employee. |
| Salutation | The preferred name of the employee. |
|
The email address of the employee, as per the user profile in Practice Settings. |
|
| Phone Number |
The contact phone number for the employee, as per the user profile in Practice Settings. For practices integrated with Xero Practice Manager, the employee's Phone Number will be available to edit in FYI. |
| Mobile Number |
The contact mobile number for the employee, as per the user profile in Practice Settings. For practices integrated with Xero Practice Manager, the employee's Mobile Number will be available to edit in FYI. |
| FYI Client ID | The unique ID assigned to each employee when created in FYI. |
| Export Code | Enter an export code, if required. |
| Active | If the employee is currently an Active user in FYI, as per the user profile in Practice Settings. |
| User Role | The User Role selected in the user profile in Practice Settings. |
| Prework Status | Displays the user's Prework status, and whether they have completed all the exercises. |
| Manager | The Manager for the employee. |
| Partner | The Partner of the employee. |
| Productivity Target % | A percentage of their expected working hours of their total working hours, as per the user profile in Practice Settings. |
| Expected Working Hours | The number of hours the employee is expected to work each week, as per the user profile in Practice Settings. |
| Physical Address | The physical address for the employee. |
| Postal Address | The postal address for the employee. |