Adding Employee IDs to District BookLink

Introduction

If an employee has an employee number already, add that number and their name to your District BookLink.

This happens when an employee transfers districts, or is rehired in a different district.

IMPORTANT!

1. Do not create a new employee number.
2. Do not delete any employees or numbers from your District BookLink (needed for historical reporting)
   • You may mark them as inactive by unchecking the Active box shown in the screenshot below. This hides them on the handheld
     
     
3. New employee numbers are generated by Human Resources. Do not create one for your employee.

Open your District BookLink and click File Maintenance  > Table Codes

Select Type: Employee Codes and click the Add button.

Enter their four-digit employee number as the Code and their first and last names as the Description. Check the box for "Active" and click the Save button. You can ignore the Default District ID box.

The employee is now in your District BookLink and can service stores in your District.

Each rep must service under their own name on the handheld. No Exceptions.

You can do a Reference Export in the Handheld Export screen to transfer their employee info to a handheld immediately, or the next time a handheld in your district is loaded with servicing info the new employee info will be also available on that handheld.