Real Estate Portfolio Management / Portfolio Management / Background Data
Real Estate Portfolio Management / Lease Administration / Background Data

Define Employees

When you define employees, the employee names are then available in the selection list for the Exercised By field when adding options or amendments from the Options or Amendments tabs of the Add/Edit task.

To define employees:

  1. Select Lease Administration or Portfolio Administration / Background Data / Define Employees task.

    The Define Employees form appears.

  2. From the top of the Employees list, click Add New.
  3. Enter the following required field:

    Employee Name -- Enter a unique value, such as SMITH, JOHN T. Since you may want to sort your employees by last name, enter the last name followed by the first name. Including a middle initial is useful for distinguishing two employees with the same name.

  4. Complete the following recommended fields to further describe the employee:

    Honorific -- Indicate how this employee should be addressed by choosing a value from the drop-down list, such as Dr., Mr., or Ms.

    Employee Number -- If your company identifies each employee with a number, enter the number here. Note that this value does not uniquely identify the employee, the Employee Name field does.

    Employee Telephone -- Enter the employee's telephone number.

    Email Address -- Enter the employee's email address.

    Building/Floor/Room Code -- Select the employee's location by selecting the Building, Floor, and Room Codes from the Select Values lists. Double-click on the field and choose a value from the list.

    Division/Department Code -- Select the organization for which the employee works by selecting the Divisions and Departments Codes from the Select Values lists.

  5. Click Save.
  6. Repeat steps 2-5 to enter all employees.