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Employee Maintenance Notification

  • 1.  Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 15 days ago
    We sometimes need to give out information on employees that we get off of the employee card.  We have some situations where we need some of the information suppressed.  Is there a some way to setup a flag so that our office staff would know that they need to read the notes on the employee card before giving out information?

    Ideally we'd like to have a checkbox somewhere of suppressed or not suppressed information and then type into the notes of the reasoning etc, but we also need something to stand out for the office staff that gives out the information.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 2.  RE: Employee Maintenance Notification

    TOP CONTRIBUTOR
    Posted 15 days ago
    You can use the notes on the employee card to specify what information can/not be given out. Or if you use eOne's Extender product you could create a simple window with that information.

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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
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  • 3.  RE: Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 15 days ago
    We plan to use the notes field, but it hasn't been common practice for the notes field to be used, so we'd like something that notifies the GP user to review the notes field.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 4.  RE: Employee Maintenance Notification

    TOP CONTRIBUTOR
    Posted 15 days ago
    I mean the notes Icon will turn yellow when there is a note on a record. Also, that might just need to be a training opportunity that your staff has to check the notes for the employee before giving any information out.

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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
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  • 5.  RE: Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 14 days ago
    In the Employee Extra Fields window there is a checkbox that I think we'll end up marking for this purpose.  I'm wondering if something can be coded with modifier so when the employee card is pulled up there would be a message box just stating that the suppressed information box is checked?

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 6.  RE: Employee Maintenance Notification

    SILVER CONTRIBUTOR
    Posted 14 days ago
    There are several extra fields in the employee master file that could be used for this purpose. Any of these fields could be added to the employee card using Modifier. A message box could be added to the employee card using eOne's Extender product or another means of customization.
    We have used Modifier with VBA to add a several extra fields to our employee card including a message box that lists active deductions. 


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    Jeff Martin
    Director of IT
    DeRosa Corporation
    Wauwatosa WI
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  • 7.  RE: Employee Maintenance Notification

    Posted 14 days ago
    Andy,

    Yes, you can write some VBA code to have a message pop up when an employee is selected on that window (and other windows as well), if the box is checked.  It's a pretty easy customization.


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    Valerie Sikora
    Senior Developer
    LBMC Technology Solutions
    Brentwood TN
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  • 8.  RE: Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 14 days ago
    I kind of fumbled my way through of getting a notification box to pop up in VBA (I've never used/written VBA), but i don't know how to write the IF statement in VBA, so as it sits right now the box would just pop up for every employee.  Can anyone help me out with the syntax?

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 9.  RE: Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 13 days ago
    This is the code I used to get the message box to appear:
    Private Sub EmployeeID_BeforeUserChanged(KeepFocus As Boolean, CancelLogic As Boolean)
    MsgBox ("This employee has requested that some of their data be suppressed. Please review employee notes.")
    End Sub

    How do i tell the code to look at the checkbox I created?
    The check box in SQL correlates to the CHECKBOXES_I_1 field on the EX010130 table.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 10.  RE: Employee Maintenance Notification

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Hi Andy,

    It sounds like you have a good start and as you have seen it is not difficult to implement this type of modification with Modifier and VBA.  If you are able to add your check box to the Employee Maintenance card then you will not need to access the SQL data directly to determine the status of the check box.  All you need to do is add your check box to VBA (Tools-Customize-Add Fields to VB and click on the check box), then use the following code (all on one line).

    If EmployeeMaintenance.(your checkbox).Value = True Then MsgBox ("This employee has requested that some of their data be suppressed. Please review employee notes.")

     Replace (your checkbox) in the code with the name of your checkbox (no parentheses).

     This should get the customization working on your pc. However, since I don't know how familiar you are with GP setup I would be remiss to not give you a word of caution before jumping in with both feet. If this is the first time Modifier and VBA is being used in your GP system there are a few details that you need to know and it is important to first be familiar with your GP environment. So before continuing on with your first coding adventure please consider these points;

    • If you have an IT department that helps to support GP you should first talk with them about these changes.
    • Much caution should be used if you are using GP in a Terminal Server or Citrix environment. You should reach out to your GP support team before continuing!
    • You need to find out if you are using shared Forms and Reports dictionaries. Shared dictionaries are stored on the server and any changes will most likely affect everyone that is using GP. If you are using shared dictionaries you should NOT make changes in Modifier or Report Writer while other users are logged into GP. You can determine where your dictionaries are stored by looking at Tools-Setup-System-Edit Launch File. Do NOT make any changes to the Launch File without a clear understanding of how these changes will affect GP.
    • The VBA code that you create is stored in the Dynamics.vba file as part of the local installation of GP. That file must be copied to any workstation where the modification is needed. As mentioned above a Terminal Server or Citrix environment can change the way GP is setup and you should seek expert help before continuing.
    • VBA will not work in a web client environment.
    • Any customization to GP can complicate the upgrade process.

    I applaud your resourcefulness and wish you much success in streamlining your GP processes. Please let me know how it turns out.



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    Jeff Martin
    Director of IT
    DeRosa Corporation
    Wauwatosa WI
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  • 11.  RE: Employee Maintenance Notification

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Jeff - I am not using modifier as this checkbox already exists on another screen in gp (it's on the employee extra fields window) , can I call on a field from a different screen?

    We do have shared dictionaries, but I setup a different launch file and report/dictionary location for testing this customization out.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 12.  RE: Employee Maintenance Notification

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Andy,

    Add the employee extra fields window and your checkbox to VB. Then add a statement to open the employee extra fields window prior to the IF statement. I can't give you the exact syntax because I don't have the employee extra fields window (Human Resources module not installed). But it should be something like;  (EmployeeExtraFields).Open
    Change the expression portion of the IF statement to (EmployeeExtraFields).(your checkbox).Value = True
    Add a statement to close the employee extra fields window after the IF statement;   (EmployeeExtraFields).Close

    Replace (EmployeeExtraFields) with the correct name of that window and replace (your checkbox) with the name of your checkbox (no parentheses).

    I agree that a different launch file is best for testing.
    Hope this gets it working.

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    Jeff Martin
    Director of IT
    DeRosa Corporation
    Wauwatosa WI
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