Employee Defaults

Content was last updated in 06.23.07-00

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What is 'Employee Defaults' setting?

The Defaults module is used to select default values supplied by R2 in the Maintenance, Warehouse, Account, Invoice and Service , Physical Inventory and Labor modules.

These values/ settings  will automatically appear as you create Orders, input Customer and Company records, and enter Assets.

R2 allows you to set up different default records for multiple departments at the same location, or for sites using different operations.

What are types of 'Employee Defaults'

• System Defaults

A defaults record titled System Defaults, which is established during R2 installation, generally determines the store-wide defaults and is applied to new employee records created, by default.

If you have chosen System Defaults, then R2 does not allow you to give an 'ID' to it. Thus even though this setting is chosen, the 'Defaults ID' field in 'Employee Edit' will appear blank.

• User Defined Defaults

To override the System Default settings for a particular employee group, you must create additional default records for each department or site that would benefit from different settings and then select that record in the Defaults Id field on the Employee’s record.

Only if any User Defined Defaults ID has been chosen, it would appear in the 'Employee Edit' will appear blank.

Most of the settings done through the Defaults module are editable at the window level as you work within R2. 

How is a new 'Employee Defaults' Group defined?

1. Go to R2 > Maintenance > Employee > Employee Edit.

2. Click on the Import button present in the Defaults ID field. The 'Employee Defaults' Group list window is displayed.

   • If there are one or more 'Employee Defaults' Group existing in R2, the window will list them

3. Click Add. The main 'Employee Defaults' is displayed.

4. Enter an ID and Description for the new 'Employee Defaults' Group to be created. These values will be used to identify/search this  'Employee Defaults' Group later within R2.

5. From here you can start defining the 'Employee Defaults' settings or just simply Click OK to save the and exit.

How are 'Employee Defaults' settings defined or Edited?

1. Go to R2 > Maintenance > Employee > Employee Edit.

2. Click on the Import button present in the Defaults ID field. The 'Employee Defaults' Group list window is displayed.

   • If there are one or more 'Employee Defaults' Group existing in R2, the window will list them.

   • Click and select the desired 'Employee Defaults' Group from the list, and Click Edit.

3. The main 'Employee Defaults' is displayed. This window will have your chosen 'Employee Defaults' Group's ID and Description displayed in the top-left corner.

4. Start editing the Settings for the Module and Sub-module as you desire. When you are done  just simply Click OK to save the and exit.

The  'Employee Defaults' window has a plethora of settings that can be done across multiple Modules and Sub-modules.

You can see the tree-structure of how the 'Default Settings' for these Modules and Sub-modules are organized here.