The employee record stores information such as address, phone number, wage, driver's license number and expiration, productivity statistics, and certifications. Employee records need to be added for all mechanics that will be working on or managing vehicles. You can also add records for other types of employees but keep in mind the RTA Fleet Management Software is designed to track fleet maintenance and costs and has no payroll functions. The employee file is used primarily by the Work Order module and Paperless Shop to track labor hours spent on jobs. A mechanic timecard is available in the Paperless Shop add-on option.
NOTE: Use the System Security feature to only allow authorized personnel access to employee records. Refer to "System Security" for more information.

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Employee Classifications

Prior to adding your employees, you may want to establish employee classifications, which allow you to categorize employees into groups such as mechanic, clerk, manager, welder, etc.To add an employee classifications,refer to Employee Class in the configuration option section.

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Adding an Employee

To add an employee record, do the following:

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Employee Record: Productivity Tab
Productivity information isn't required when adding new employees nor is it required if you aren't tracking employee productivity. However, if you wish to enter productivity history, you may do so by pressing ALT+P or by clicking on the Productivity tab and then selecting the appropriate period radio button. Productivity statistics are automatically updated as jobs are assigned to mechanics, labor is posted to work orders, and end of period for mechanics is processed. Refer to "Mechanic Productivity" for more information.
Employee Record Field Descriptions: Wages Tab
To enter data in the Wages section, press ALT+W or click on the Wages tab. Other than wages, all of the fields in this section can be used as needed; they are not used nor updated by the RTA system.

• Wage Type: Select a radio button to specify whether the wage or shop flat rate will be charged whenever this mechanic works on a vehicle (i.e., when labor is posted to work orders).
• Wage Rates: Enter the wage rate or the flat rate, depending on the wage type selection--it's not necessary to enter both rates. To keep the hourly charge consistent, most fleets charge a flat, hourly shop rate. If this is the rate you will be using, you will need to compute the flat rate if your shop does not already have one. Some things to consider when computing the shop rate are vacations, benefits, training, and incentive programs. Including these fringe benefits in your calculations will better reflect what the actual per hour charge should be.
• Alternate Wages: Enter up to five alternate wage descriptions and rates (e.g., overtime, holiday, shift differential, special certification). If the "Change Wage $" switch is set to YES (SSI, Miscellaneous I tab, switch 32), you'll have the ability to charge an alternate rate rather than the default rate when posting labor to work orders.

Employee Record: Certificates A and B Tabs
The Certificate A section stores the employee's driver's license information and training certifications; Certificate B stores additional training certifications. To enter data into these sections, press ALT+A or ALT+B or click on the desired tabs.
A Certification Expiration Report is available to monitor the status of employee certifications and to see which certifications are due for renewal (MMC)
Employee Record: User-Definables Tab
The User-Definables section allows additional employee data to be tracked as needed. Press ALT+D or click on the User Definables tabs to access these fields. Choose the Edit Descriptions button to customize the field labels.
Employee Record: Notes Toolbar Button
Any general notes about the employee may be recorded here.
Employee Record: Toolbox Toolbar Button
Displays the contents and allows editing the employee's toolbox (see Employee Toolbox).

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Changing an Employee

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