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Difference between revisions of "2 Creating a Rep"

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(Created page with "Create a Rep ♦ Select an Employee Module ♦ Select Rep Button ♦ Select Employee Name ♦ Employee Details will Load from Employee Card ♦ Enter Notes ♦ Select A...")
 
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♦  Select an Employee Module
 
♦  Select an Employee Module
 +
 
♦  Select Rep Button
 
♦  Select Rep Button
 +
 
♦  Select Employee Name
 
♦  Select Employee Name
 +
 
♦  Employee Details will Load from Employee Card
 
♦  Employee Details will Load from Employee Card
 +
 
♦  Enter Notes
 
♦  Enter Notes
 +
 
♦  Select Add Date and Time for the added notes
 
♦  Select Add Date and Time for the added notes
 +
 
♦  Address Details will Load from Employee Card
 
♦  Address Details will Load from Employee Card
 +
 
♦  Select Service Type for the Rep
 
♦  Select Service Type for the Rep
 +
 
♦  Select Ability of the Rep
 
♦  Select Ability of the Rep
 +
 
♦  Enter Charge Rate
 
♦  Enter Charge Rate
 +
 
♦  Enter Pay Rate
 
♦  Enter Pay Rate
 +
 
♦  Select Customer if charged to Specific Customer
 
♦  Select Customer if charged to Specific Customer
 +
 
♦  Tick Rep is Active
 
♦  Tick Rep is Active
 +
 
♦  Click Save to Complete
 
♦  Click Save to Complete

Revision as of 20:39, 4 December 2014

Create a Rep

♦ Select an Employee Module

♦ Select Rep Button

♦ Select Employee Name

♦ Employee Details will Load from Employee Card

♦ Enter Notes

♦ Select Add Date and Time for the added notes

♦ Address Details will Load from Employee Card

♦ Select Service Type for the Rep

♦ Select Ability of the Rep

♦ Enter Charge Rate

♦ Enter Pay Rate

♦ Select Customer if charged to Specific Customer

♦ Tick Rep is Active

♦ Click Save to Complete