Set and adjust employees
========================

.. index:: Set and adjust employees

The employee management in Rillsoft Project is very flexible.
You can assign several different roles, team memberships, costs and
productivity to employees.

**Note:** We recommend you to create teams before you define employees.

In order to set and adjust employees,do as follows:

- Select the menu item **Start > Properties > Resource**.

|image0|

The dialogue box **Resource pool** opens.

- Select the tab **Employees**.

|image1|
   
- Create a new group or a new employee by clicking on the button **New
  group** or on the row that is marked with an asterisk (\*), enter a
  new employee name in the column **Name**.
- Enter the property of an employee (a new role or team membership)
  in this group in the row (columns **Working group – team**
  and **Role - qualification**). You can enter additional properties of
  the employee directly in the empty row below the column
  **Working group - team** and **Role - qualification**, while the
  group description is automatically copied.
  **Note:** In order to change the group name, at first you need to do this in the
  first group row, which automatically transfers the group name
  to all the other saved material types.
- Enter a specific value in the column **Code** to exchange data with
  other applications.
- Enter an Email address of the employee in the column **Email**.
- From the drop down list **Calendar** select the calendar that should be
  applied for this employee. If you have not selected a calendar, the
  program searches for a valid calendar in the following order: Team
  calendar, Activity calendar and Project calendar.
- Enter the date the employee has entered the company in the field
  **Entry**.
- Enter the date the employee has left the company in the field
  **Leaving**.
- Enter the non-working days of the employee (job trainings, workshops,
  etc.) in the field **Non-working days**. Note: The entered non-working days
  will be added to those defined in the team. (Example for
  a definition of non-working days: 18.03.05-22.04.05; 25.05.05;
  08.06.05-17.06.05).
- Select the team which you want the employee to be assigned to in the drop
  down list **Working group - team**.
- Select the role which you want to assign to the employee in the drop
  down list **Role - qualification**.
- Enter a different value for the calculated productivity of an
  employee in percent in the field **Productivity**.
- Enter a different value for the calculated hourly rate of an employee
  (for instance, from the role definition) in the field **Costs**.
- After a particular date, you can enter either a coefficient for an
  existing unit price or a new unit price per hour of the employee in
  the field **Cost adjustment**.
- If necessary, enter a note in the field **Notes**.
- Click on the button **OK**.

**Assign additional roles, teams, costs and productivity to an employee**

If you want to assign a different role along with its different cost
rate to an employee, do as follows:

- Enter the different value in the row of the employee directly below
  (no asterisk) in the corresponding column.
  **Caution:** Make sure not to define this employee in
  another row, which features an asterisk, because this may cause
  inconsistencies within the project.

**Import / export of employees**

Click on the button **Export** to export a resource to a TXT file or on
the button **Import** to import resources.

**Import / export fields:**

-  [ID]
-  [First Name]
-  [Last Name](required field)
-  [Code]
-  [Email]
-  [Calendar]
-  [Entry date]
-  [Leaving date]
-  [Non-working days]
-  [Team]
-  [Role]
-  [Productivity]
-  [Costs]
-  [Cost adjustment]
-  [Notes]

The individual fields are separated by a hash key "#".

The number you want to import from "#" symbols in imported txt file must always be 14. 
If more or less "#" symbols are registered, you will get an error message

Example of an import file (only employee names and the corresponding
hourly rates are imported):

#MA-1#N-MA-1#1000001#MA1.NMA1@musterfirma.com#####11.001 Team 1#11.001 Rolle 1####

oder 

#MA-1#N-MA-1#1000001#MA1.NMA1@musterfirma.com##########

**Note:**

-  You can search for employees in the field **Filter**. Enter the
   search phrase (or a part of it) in the field.

.. |image0| image:: ../images/reference_menu.png
            :alt:
.. |image1| image:: ../images/reference_property_employee.png