The Administration > Own Data > Personal page information about you (the user signed in to the application). This includes basic employee information as well as login credentials. You can access this page by clicking Personal Data in the bottom-left corner of any page in the application.
Personal Data Link
Your personal own data page includes the sections and fields below.
Employees
The Employees section stores your basic employee information. You can edit it by clicking the Edit (
) icon in the section.
Edit Icon on the Personal Employee Page
Employee
Field |
Description |
|---|---|
Personnel number |
An internal identification number assigned to you by the company. |
Date of entry |
The date on which you joined the company. |
Date of separation |
The date you left the company, if applicable. |
Abbreviation |
An abbreviation that can be used to identify you. |
Salutation |
The salutation you use (Mr., Ms., Dr., etc.). Selectable options are stored in the Contact Management catalog. |
Title |
Your academic credentials. |
First Name |
Your first name. |
Name |
Your last name. |
Addendum |
Additional information that describes your and your role. |
Signature |
|
Telephone |
Your telephone number. |
Fax number |
A number to which documents can be faxed to you. |
Mobile number |
Your cell phone number. |
Your email address. |
|
Internet Address |
Your web page. |
Function |
Your role or occupation. |
Division |
The department within the company that you work for. Selectable options are stored in the Divisions section on the Own Client adminisration page. |
Organisation |
The section of the company's organizational structure in which you work. For example, its North American or European operations. Selectable options are stored in the Organisation section on the Own Client adminisration page. |
Subsidiary |
The subsidiary or branch of the company you are associated with. |
Cost Center |
The cost center you're associated with. |
State |
Your employee status. |
Sector |
The sector in which you work. This value is inherited from your company but can be changed. Selectable options are stored in the Sector section in the Contact Management catalog. |
Comment |
Any additional information about yourself. |
Personnel Data
Field |
Description |
|---|---|
Country |
The country in which you're located. |
Federal State |
The federal state (state, province, or regional jurisdiction) in which you're located. Federal states must be added to the country selected above to be selectable from this menu. Refer to country management for more information. |
ZIP Code |
The ZIP code or postal code of your location. |
City |
The city in which you're located. |
Street |
The street on which you're located. |
Number |
The street address at which you're located. |
Telephone |
Your telephone number. |
Fax Number |
Your fax number. |
Mobile Number |
Your mobile number. |
Your email address. |
|
2nd address |
A check box that, if selected, allows you to enter a second country, Zip Code, City, Street, and Number for yourself. |
Nationality |
Your nationality. |
Gender |
Your gender. |
Date of birth |
Your date of birth. |
Characteristics
Field |
Description |
|---|---|
Working time from |
The time of day you start work. |
Working time till |
The time of day you end work. |
Weekly working hours |
The number of hours you work every week. |
Duration of break |
How long your lunch break lasts. |
Internal hourly rate |
How much you are paid hourly for work done within the company. |
External hourly rate |
How much you are paid hourly for work done outside of the company. |
Job title |
Your job title or role. |
Qualification |
Your qualifications or degrees. |
Trades |
The field in which you are skilled or qualified (plumber, electrician, etc.). Information-only field. |
Foreign languages |
Any foreign languages you speak. |
Suitable for height |
Whether you are comfortable working at heights (for example, on a ladder or building roof). |
Workwear |
Whether you require special gear or equipment to perform your job. |
Comments |
Any additional information relevant to the fields in this section. |
Bank Accounts
You can store the employee's banking information in the Bank Accounts section. This allows you to select the bank account when you create invoice payments for a contract to which the employee is a party in VertiGIS FM Contracts. The section can contain multiple bank accounts.
To add a bank account, click the Add (
) icon. You can enter the account information shown below.
Bank Account Form for a Contact or Employee
User
The User section stores information related to your VertiGIS FM user, including your login credentials. You can edit your user information by clicking the Edit () icon in the User section.
Edit Icon in the User Section
Some of the fields below cannot be edited by the user signed in. They must be edited by an administrator on the Administration > Roles/Permissions > User Management page. The administrator can edit any of these user settings on the Administration > Roles/Permissions > User Management page.
User Fields
Field |
Description |
Edit Privileges |
|---|---|---|
Username |
Your username. |
User |
Contact |
The contact associated with your user. |
Administrator (Administration > Roles/Permissions > User Management) |
Language |
The language you speak. |
User |
Fiscal year |
The default year for invoices or other financial objects the user works on. |
User |
Organisation filter active |
Whether the user is limited to viewing objects (tasks, assets) related to their own organization. |
Administrator (Administration > Roles/Permissions > User Management) |
Remain logged in |
Whether you want the user to remain logged in between sessions. |
User |
Blocked |
If the user signs in with incorrect credentials three times, the system will block them for one hour. This check box can be deselected to unblock them. |
Administrator (Administration > Roles/Permissions > User Management) |
Password does never expire |
Whether you want your password to expire. |
Administrator (Administration > Roles/Permissions > User Management) |
Change password during next login |
Whether you want to reset your password the next time you log in. |
Administrator (Administration > Roles/Permissions > User Management) |
Display notifications |
Whether you want the notification protocol to display when you sign in. Typically, this feature is only selected for administrators.
Notification Protocol Dialog |
User |
Status icon as symbol |
Whether you want to see statuses represented by symbols instead of colours in the user interface. Typically, this feature is selected for users with color vision deficiency.
|
User |
Navigation bar |
Whether you want to see the navigation section in the left pane to navigate to different VertiGIS FM products and modules.
|
User |
You can also reset your password in the User section.
Start Page
A Start Page section appears when you edit your user. Here, you can specify the landing page that appears when you sign in to VertiGIS FM.
The option selected from the Area menu and dependent fields specify the page that will display when you sign in.
Start Page Options
Option |
Description |
|---|---|
Application Homepage |
The VertiGIS FM home page. |
Product Start Page |
A start page for any VertiGIS FM product. When you select Product Start Page from the Area drop-down menu, a second drop-down menu from which you can select a product appears.
|
Search |
A search page for any VertiGIS FM product. When you select Search from the Area drop-down menu, •a drop-down menu from which you can select a product appears. •a drop-down menu from which you can select an object to select by default appears.
The option selected in the Search menu determines the object to be selected by default from the Objects section on the search page.
|
