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. 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 to store or generate reports on.

Open

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