Employee Details Tab

Overview

The “Details” tab is where Employees (I.E., the person providing the service) are initially inserted into the software. This tab houses information such as, basic demographic information, employee contact information, identification numbers, new hire date, and status. To insert new personnel, click Insert at the top of the screen, fill out the required fields in bold, then click save. Some fields will default information, such as the type or status. Remember to verify that the defaulted information is correct. The Employee Module has two columns of information specific to the Employee displayed at the top of the module. Though only a few items are required on the main details tab, other fields may be of use depending on what information you want, store or report on.

Detail

To add an Employee:

1. Navigate to the Details tab

2. Click Insert

3. Fill in all fields and drop down options in bold

4. Type in any other optional fields

5. Click Save