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Access Levels Clock On Custom Reports Employee Barcodes Employee List Employee Reports Employee Summary Report New Employee Personal Preferences Rep Rep List Roster Roster List Services Rep Timesheet Timesheet List To Do To Do List Transfer Employee Data

Overview

Within the Employee tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff through the '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.