Overview
The “Details” tab is where Employees (I.E. the person providing the service) are initially inserted into the software. The “Details” tab houses information such as, basic demographic information, employee contact information, identification numbers, new hire date, and status.
Detail
To insert an Employee, follow the below steps:
Click Insert
Type the required information (highlighted in yellow below)
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.
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