Difference between revisions of "Employee"
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Simon Clive (Talk | contribs) |
Simon Clive (Talk | contribs) |
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== Overview == | == Overview == | ||
| − | Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff | + | Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using |
| + | |||
| + | 'To Do's'.<br> | ||
Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab<br> | Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab<br> | ||
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The following training notes will teach you ''''How To'''', with step by step instructions for each function: | The following training notes will teach you ''''How To'''', with step by step instructions for each function: | ||
| − | *How to add a [[ | + | *How to add a [[New Employee|New Employee]] into the system. |
*How to enter a '''New Sales Representative'''. | *How to enter a '''New Sales Representative'''. | ||
*How to add a task to the ''''To Do'''' listing. | *How to add a task to the ''''To Do'''' listing. | ||
| − | *How to change, view or control the [[ | + | *How to change, view or control the [[Access Levels|Access Levels]]. |
| − | *How to change your [[ | + | *How to change your [[Personal Preferences|Personal Preferences]]. |
*How to create customised reports to both all staff and only to yourself. | *How to create customised reports to both all staff and only to yourself. | ||
*How to create a '''Rep Service'''. | *How to create a '''Rep Service'''. | ||
Revision as of 12:52, 14 April 2014
Overview
Within the Employee tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using
'To Do's'.
Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab
The following training notes will teach you 'How To', with step by step instructions for each function:
- How to add a New Employee into the system.
- How to enter a New Sales Representative.
- How to add a task to the 'To Do' listing.
- How to change, view or control the Access Levels.
- How to change your Personal Preferences.
- How to create customised reports to both all staff and only to yourself.
- How to create a Rep Service.
