View source for 22 Creating a Representative

'''Creating a Representative'''

Can you create a new Rep'? 

'''All''' reps need to be firstly set up as an'''Employee''' with all relevant information. This will copy over when a new '''Rep''' is created. 

*In the'''Main Menu '''select '''Employee''' and then select the '''New Rep''' button. 
*At the top of the page under '''Representative''' you will find a '''Drop Down Menu''' click on this to see all '''Employees'''. 
*Select the '''Employee '''you need to change to a '''New Rep'''. This will transfer all relevant details from the '''Employee Card'''<br>
*When you select the '''Employee''' you should make sure that all of the '''Address Info''' details are correct. 
*The '''Rate Info''' tab enables a Rate to be applied to a New Rep. This will enable a charge to be added to an '''Appointment''' should the need arise. 
*All '''Appointments''' that have been created for a Rep will be displayed in the '''History Tab.'''
*Once the '''Rep''' has been created and all is correct, click the '''Save''' Button to save all details.