Create an Employee

To add an employee to the system:

  1. Open your Dashboard
  2. Select Setup from the Main Navigation menu on the left
  3. Select Employees 
  4. In the new screen, select + Create New at the top of the table

Employee Details

Input employee information, including:

  • Name
  • Hourly rate
  • Select whether this employee Is a Sales Rep
  • Select whether this employee Is a Buyer
  • Select whether this employee Is a Manager
  • Employee Number
  • Company
  • Commission Structure
  • Priority
  • Linked User
  • Limit to Site – select which location the user is allowed to access

You can also add Contact Information, including:

  • Phone Numbers
  • Email Addresses

Hit Save  or CTRL+S to add the employee to the system.

Use the arrow to the right of the Save button to:

  • Cancel – loses any entered information and goes back to previous screen
  • Create a New Employee – pulls up a new screen to add another employee
  • Clone Employee – to create an entry for a similar employee
  • Delete Employee – deletes information and removes employee from the system