Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
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.
Employee Details
Employee Detail Icons
Within the Employee Details sections, icons are displayed to provide further details and allow for actions to be performed.
| Icon | Details |
|
Edit Employee |
Allows users with the relevant permissions to edit the employee. Click the pencil icon to begin editing the employee. |
|
Tooltip |
Displays when there is additional information relevant to that field. |
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. |
| 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. |
Employee Interactions
You can enter a record of any Phone Calls, File Notes, or Meetings directly from the Employee - Summary tab.
Employee interactions are entered in the same way as client interactions. Refer to the section Recording Client Interactions.
Recent Documents
The Employee - Summary tab displays the 5 documents most recently modified for the client. The user's name that modified the document will be displayed, along with the date and time the document was modified.
Click on the relevant row to open a document.
If the employee has Pinned Documents, this section will be replaced by the Pinned Documents section.
Pinned Documents
If documents have been pinned for the employee, the Employee - Summary tab will display a Pinned Documents section.
All users in the practice with permissions to access the employee and the documents will be able to see this section, for fast access to key documents, e.g. File Notes. Up to 5 pinned documents will be displayed. Click on the relevant row to open the pinned document.
If the employee has no pinned documents, the Recent Documents section will be displayed.
Tasks
The Tasks section displays the most recent tasks for that employee. The Assignee will be displayed, along with the Due date.
Click on the relevant row to open the task.