Creating Employee Database For A Client?

Oct 16, 2012

I am creating an employee database for a client. The employee table has a performance column for each employee, and my client wants to be able to choose from four performance codes - Excellent, Good, Average, and Poor. They want to choose these descriptions instead of typing them in each time. How can I make this happen?

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Queries :: Creating Employee Database To Record Related Information?

May 9, 2013

i have been trying to create an employee database to record:

1. Name , Address
2. Telephone
3. Date of birth
4. employee ID#
5. Emergency contact -name, address, telephone
6. Photograph
7. Other pertinent information related to employees

So far I have incorporated the contacts database forms into my new database but I am unable to link the forms into one form that will incorporate all the information needed. Is there an existing employee database that I may edit to suit my purposes?

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Current Client/Prospective Client Database

Nov 9, 2005

Hi all

Brand new on here and desparate for some help and guidence.

So far with Access I have just used it as a store of addresses to mailshot prospective clients.

However, I now need a more complex database and this is where you might be able to help.

First things first, most of my clients are in universities. This means that I can be used by more than one person in more than one department at a university.

Does this mean I need to do three tables:

1/ "University Details" which gives the address details
2/ "Department" storing the departments of the unis we work for
3/ "Client" Name of the client(s) in that department.

After this how do I link them?

Thanks

Razieluk

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Client Records/Table: Creating A Pop Up?

Jan 25, 2008

Hi,

Firstly, I apologise if this has been posted before. I have done a couple of searches of the forums, but can't find what I'm after... and being new to access, I'm finding it hard to know what exactly to look for. How to even explain what I want is difficult!

I am designing a database for the clients we deal with a work. It started out as being a database of 'post' and correspondence, so the Idea was, we'd have a databse of all the clients... and by selecting their names, it would bring up a list of all the letters that have come in for them. I have managed this part fine - probably basic, but fine.

What I would like to do, is expand it to more than just 'letters'. Each client has done a particular 'work' with us, and each client has particular details that are unique. For example, a client will have made certain transactions through a bank account.

I hope to be able to click on a client, and have a screen or page pop up with details and comments about that particular client. I have tried hyperlinking but that doesn't really produce what I'm after. For example, I tried creating a "report" with a page for each client, so that I could have comments for each client - hyperlinked to the table. But all it does is link to the "whole report" and not a particular page for a particular client.

I'm sure this is sounding really confusing:
I have a client named "Peter Litman". His name and details are within a "client" table (listing all clients). I hope to be able to click on his name (or row) and bring information (comments, details etc.) about him. I thought this could be some sort of "pop up", or link to a special page. ??

The same would then apply with all other clients.

Any ideas? questions?

thanx.

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Creating Employee Clock In / Out Application

Mar 4, 2012

I'm trying to create a database whereby employees within a business can select their name, or scan the barcode on their ID badges, to clock in and out of work.

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Queries :: Creating Query With Single Line Per Employee

Mar 28, 2013

I currently have a database that has the following tables:

t_Employees
t_Cost_Centers
t_Changes

The [t_Changes] tracks what cost centers the employee is in with a start date and end date:

Change_ID
Employee_ID
Cost_Center_ID
Start_Date
End_Date

I want to run a query that will show a single line per employee, and different columns for each of the cost centers the employee was in. If the employee was in 3 different cost centers, the query would have 4 columns (1 for the employee, 1 for the first cost center, 1 for the second cost center, 3 for third cost center).

I saw another thread to linked to a concatenate example by Allen Browne, but that places multiple values in a single cell. I want different columns per cost center.

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Employee Database

Sep 22, 2006

I'm trying to create a database in Access to track various employee data for the company I work for. We have about 44 employees. There are about 7 different groups of data our poor secretary now has to keep up with. These include: a list of the employees, with name, address, phone, etc. A handmade form with salary information like current wage, raises and when they were given, etc. A bonus section, how much and when. A list with attendance information including tracking missed days and tardies. A list of temporary employees and when their incremental reviews are due. There are other lists we use and others we are thinking of starting having to do with training, etc. It’s too much to keep up with manually now.
One of my questions is: can there be one table with the basic employee information that other tables can access without having to enter the same names again into other tables? (Why enter all those names more than once)? My other question has to do with linking tables together, I just can’t seem to grasp the concept even after reading two Access training books on the subject. I made a simpler database for another project and gave up on linking tables and the database seems to work just fine.
Any help is appreciated and sorry for the long post.

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Employee Scheduling Database

Feb 24, 2008

Dear Access Expert.

I would like to create a Scheduling database for employees. The database would include:

- list all of the employees
-tabs to look at schedule for this week, 1 week from now, 2weeks from now, 3 weeks from now, long term (1-2 months), etc
-small comment section within each day for the guys to enter some comments...e.g. dentist at 10, holidays, etc

There has to be something like this already out there that I can modify and work with. Is there anything like this already in the NorthWind Database that comes with Access? What about some free examples Access developers made?

What about Outlook? Can I modify Outlook and use VBA somehow to accomplish this? Outlook is basically on an account basis so I don't know if I could tailor it to my 30+ employee database.

Thank you very much for your input.

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Employee Tracking Database

Aug 3, 2005

Would like to hear from anyone that has designed a database that can be used to track employee compensation on a year to year basis. I am current designing a database to do just that but I'm having a hard time deciding on how to setup the tables. What they use this for is yearly reviews so I need it to be able to pull data from prior years and the current year. I've designed one but don't think its going to work for me. Just interested to see if and how someone has done the same thing.

Thanks,
Chester

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Queries :: Insurance Database - Get Only One Record Per Client

Apr 4, 2013

I am working on an Insurance DB.. I have two tables tbl_Clients and tbl_PolicyDetails with a One-Many relationship.. tbl_Clients have the Clients basic info, Name, Tel, Address etc. The tbl_PolicyDetails have the details of the policy for the customer like Start date, policy term, amount they pay, policy status etc. Policy Status can be any of the following Quote, Active, Suspended, Lapsed, Cancelled, Terminated..

One client can have many Policies.. When one policy finishes (like when cover upgraded/downgraded/any changed their insured property address etc.) we categorise them as Termination of old policy thus the client will have a New policy.. At any stage we only need the newest policy per client. My problem now is I need to list all Clients with policy status Active, Suspended, Lapsed, Cancelled..

Code:
SELECT tbl_Clients.cli_ID, tbl_Clients.firstName, tbl_Clients.address, tbl_PolicyDetails.policyCover
FROM tbl_Clients INNER JOIN tbl_PolicyDetails ON tbl_Clients.cli_ID = tbl_PolicyDetails.cliID_FK
WHERE tbl_PolicyDetails.policyStatus = "Active" Or tbl_PolicyDetails.policyStatus = "Suspended" Or tbl_PolicyDetails.policyStatus = "Lapsed" Or tbl_PolicyDetails.policyStatus = "Cancelled";

Code:
cli_ID firstName address
1 Paul Bournemouth
2 Mark Bristol
3 Lauren London
4 Caryn Devon

[code]...

When a Client wishes to Cancel a policy it is not Terminated, the policy status is just Cancelled.. Similar to Lapsed policy, if the policy hits 30 days of no pay then it is passed on to a Debt collection agency.. If in future the Client comes back a new policy is generated for both cases.. So in this case Client Lauren and Caryn will have been repeated twice, in the report I am trying to generate (based on the above query).. I do not wish to display the Cancelled policy if the customer has another policy which again can be Active, Suspended, Lapsed, Cancelled..

Code:
cli_ID firstName address policyCover policyStatus
1 Paul Bournemouth PDB Active
2 Mark Bristol PDB Active
3 Lauren London PDBCH Suspended
4 Caryn Devon PDE Active

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Employee Absense/Holidays Database

Aug 11, 2005

Hi all,

I am stuck where to start and wanted some advise. I want to create a database that captures whether employees are late, sick, holidays etc.

So i would have a list of employees, then create a new records in another table to store what type of reason it is, (late, sick, holidays etc.), and then the directors can monitor employee sickness. But what i would to do is to be a bit clever about it though in 2 ways.

Against the employee they would have a number of allocated holidays against them, but i just wanted the user to enter the start and end date, and then get access to work out how many holidays days need to be taken off, i.e. it does not included weekends or bank holidays....

Also in the sickness report, work out how many single days where taken on either a Monday or Friday....

Has anyone done or seen an access database that can do this already.

I know there is a calendar addin, but i've not used it...

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General :: How To Hide MS Access Database On Client Machine

Feb 28, 2013

I have developed .net application ....at back end I am using ms access database. When I deploy my application at client end , I want only my ms access database should accessible to application only. Client should not be even to see which type of database i am using or its business logic .

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Tables :: Sales Database - Multiple Employees Per Client

Nov 8, 2012

I'm still working on that sales database...and I now ran into an issue with multiple employees per client.

I have 2 tables, tbl_Employees and tbl_Clients.

tbl_Employees:
[Employee_ID]
[Employee_Name]

tbl_Clients:
[Client_ID]
[Employee1_ID]
[Employee2_ID]

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Queries :: Categorize A Field In Employee Database

Apr 16, 2014

I have a requirement to categorize a field in the employee database.

The requirement is: for any given user designation, if the total number is 10 or more, I need the actual designation itself as the output. However, if a particular designation in the organization is less than 10 in total, the output should be 'Misc - and the grade'.

Also, this will need to be done for each grade as well. For example, though the staff designation 'Software Engineer' count is 15, the designation is present across two grades A and B. So, in the output, for the staff with Grade A will show the actual designation as the count is 11, and for Grade B staff with the desgination 'Software Engineer', since the count is 4, it should display the output as 'Misc - Grade B'.

I would like to achieve this in MS Access 2010.

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Calendar Database To Track Employee Leave

Sep 14, 2013

Trying to modify this calendar database to track employee leave. I need the calendar form (frmCalendar) to show all employee leave on the calendar using the "Show All" command button on click event. This works if I specify a uID (UserID from employee table) in the code, but only for that specific employee. I need all employees at the same time up on the calendar so I can see if there is more than one employee off on any given day.

Events or leave is populated on the form through "Private Sub DisplayEvents" and the mdlCalendar module.

Using Access 2010

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General :: Custom Security Permissions For Employee Database

Nov 28, 2012

I was wondering if it is possible to create custom security permissions in access. For example I have created an employee database, with security. I would like to have it when a manager logs on, it will only display his employee's information and no other departments. Is this possible?? In one of the tables is a field for the department the employee works on, can it based off of a table field?

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General :: Logging Activity Of Each Employee In Company Database

Dec 11, 2013

Just a question, I am developing a database for the company I work for and being new to Access, I have successfully made a login menu when the database starts up. The employee selects there name and begins data entry. Is there any way to log the activity of each employee, which records they inputted, date and time and so on?

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Forms :: Employee Training Database - Generate A Class Roster?

Jul 3, 2013

I am building a database for employee training. In the FrmNewTrainingGroup I am trying to create a form that will allow selection of a single class, a completion date, one or more instructors (or none at all) and a list of students by LName, FName, MI, EMP#. in my latest attempt, I have tried using a query of the TblEmployee to act as a go between, and dropped a subform into the FrmNewTrainingGroup, and that is not working.

Trying to get the student roster to work has been frustrating. I have been attempting to make it a check box select list that is also searchable by LName and FName [which would perhaps display a reduced list of names, as the name was typed?. This list would update a class roster text box to reflect all the selected employees for training so far, prior to the class being committed (I am planning on a button on the form).

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General :: Creating A Database For Creating Quotations

May 20, 2015

I am creating a database for creating quotations. The quotation number is generated using the date, for example the first quote today would be quote number "05202015-1" because it is the first one today. The next quote today would be quote number "05202015-2" and so on. Is there a way to make access automatically generate these quote numbers based on the date?

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New To Access. Need Some Help Creating A Database

Apr 25, 2006

Hello everyone!

I heard from a number of people that this is the place to come for Microsoft Access related help.

So here is my question and I hope someone can help me understand access a little bit better.

I am trying to create a database for a job I am doing. THere are 700+ convenience stores that we (4 inspectors) inspect every three months.

We have been told to do an ADA compliance survey when we visit these stores.

The ADA checklist that we have is about 78 questions and my manager wants me to create an ADA database for this information.

So I am in need of help on how to create a database that allows me to input the answers of this ADA checklist for each store inspected.

I then would like to be able to pull all that information into a report that I could say of the 700+ stores, 50% passed all questions, 25% passed only questions 1-??, etc. etc.

I can upload the two files: The ADA checklist and our Store list if anyone would like to help me out!

Thanks Much!

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Creating Database - Very Confused

May 3, 2007

I am creating a very simple database,

It has 3 tables
People
Employment
Organisation

The people table contains:
surname
given name
email - primary key
phone number
course end year

Employment is the linking table it contains:
Role
start year
end year
employer email - foreign key same as email(above)
org_url - foreign key same as url (below

Organisation

orgname
add1
add2
add3
url - primary key

All I want to do is have three tables - enter a persons details in one form

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Creating Database Documentation/help

Apr 25, 2005

Hi I need to create a documentation - help system in my Access database. Can you give some guide lines and tips? General of course... like how to link a help file or something like that...
thanx for the helping hand

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Creating A New Orders Database?

Oct 23, 2012

So my current employer has tasked me with creating a new database that we can use to process all of our orders.

Simple things first:

- Database is for processing turkey orders, two types of turkeys can be purchased. Each type must have it's own unique numbering system.
- One table with all the customer Information (Name, address, telephone etc etc)
- One table for "Type 1 Turkeys"
- One table for "Type 2 Turkeys"
- Relationship from "Customers" to "Type" 1 using "Customer ID" as unique identifier.

We need a single form that can be used to see all of the customer information, as well as create an order for either/both type(s) of turkey. My problem is this; I can create a relationship between "customers" and "type 1" and have a form showing all of the customer information and a table allowing for the creation of "type 1" orders, but cannot find a way to have a second table allowing for the creation of "type 2" orders. If I create a second relationship between Customers and Type 2 I am forced to choose which I want to be displayed.

A screen shot of the current database. The current relationships just allow for a drop down selection under each orders table for selecting products:

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Creating Online Format Of Database

May 25, 2005

I currently have a database on my hd and four other ppl have a copy on theirs. (We are in different physical locations which makes it very slow to put the database on our server).
Currently eveyrone is sending me files that i upload to my copy of the database so i have all of their data.
the obvious setbacks to this is that the data is not live and some of the changes might be missed etc.

i would like to move this and house the tables on my company's intranet

what would i need to do to accomplish this?

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Help Creating And Designing An ACCESS Database!!!

Sep 1, 2005

Hi guys, i need help with a sample database, and wondered if anyone could tell me the entities and how to calculate the prices etc. If anyone could attempt starting the database off for me it would be appreciated too!!

Here is the spec!!!

You are required to produce and document a design that meets the requirements of the McDuffs Burgers scenario:

The corporate office of McDuffs Burgers has asked you to design a database to help track its restaurants and managers. The database is to help the management show the total annual sales of each restaurant and the performance of each manager, as measured by the totals annual sales of all restaurants for that particular manager. Each restaurant is supervised by a single manager, but a manager is also responsible for several restaurants. The company stores typical personnel data (name, salary, and so on.) for each manager as well as basic data for each restaurant such as the telephone and address of each restaurant, its size in square metres, and total annual sales for the last fiscal year. The company would also like objective ways to measure the performance of a manager such as the total revenue for which they are responsible, the average annual revenue per restaurant, the average annual revenue per square foot, etc.

The database should also track the orders that are placed by individual restaurants to the corporate office for various food supplies. Each order is associated with a specific restaurant, and of course, a single restaurant will place multiple orders during the course of a year. The company uses a standard set of product numbers, product descriptions, and associated prices that applies to all restaurants. Each order can specify several products, and a single product may appear in several orders. The database should be capable of computing the total cost for each order.

Deliverables
1. Entity definition for each entity.
2. Entity Relationship Diagram, which must show entities, relationships and membership.
3. Relationship definition for each relationship.
4. Relations (This must include for each relation the primary and foreign keys).
5. Data Dictionary.



Furthermore:

You are required to implement the design (produced in the first part of the assessment - McDuffs Burgers - Database Design), by designing and creating queries, forms, reports and any supporting code. Revisions may be made to the design in the implementation process.

You should note the management of McDuffs Burgers has little experience of database systems and wish to be advised on the information the system can produce.

They require example reports demonstrating the capabilities of the system to:
- Aid the day to day operation of the business.
- Provide appropriate management information.

You must also implement an appropriate user interface to the database easy to use.

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Creating A Social Network Database

Aug 7, 2006

Hi everyone, I am hoping someone will be able to help me with a problem I have. I am undertaking a social network analysis and in order to do this I need to be able to create a matrix with the following format:

Group Person
J Smith G Fowles M Jones
X 1 0 1
Y 0 1 0
Z 1 1 0

I also need to be able to store and retrieve personal and group level details. Note that people can be in more than one group and groups can have more than one person. My problem is that the data has been gathered by another institution and is only available in the following (Excel) format.

Group Person Role Group Characteristic .....
X J Smith Strategist Level One
X M Jones Supporter Level One
Y G Fowles Financer Level Three
Z J Smith Strategist Level Ten
Z G Fowles .... Level Ten

Any idea how I can go about doing this? I know how I could do it if I manually entered the data, but because there are literally thousands of individuals (and a whole heap of groups too) I am hoping hoping hoping that I can do it using Excel and Access. Any advice would be incredibly appreciated.

Thanks everyone!

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