Add New Employee

  1. On the Corporate Dashboard, click the Add Employee link.


  2. If you already have the employee listed under contacts, you can select their name from the Source drop-down menu. Otherwise, select Create New. This option will also create a contact for this person under Clients > Contacts.


  3. Enter and/or select all the following information in the General Information field. If desired, you can add a photo of this employee by clicking of Choose File and browsing on your local drive or network. Please note, you must adhere to the restriction of 128x128 pixels and less than 2048 KB in size.
  4. Under Contact Information, enter all pertinent information about this employee.
  5. In the Account Details and Permissions, you will:
    • Select the employees immediate supervisor from the drop-down menu.
    • The employee's access level:
      • Administrator
      • Employee
      • Accountant
    • Job Title
    • Job Type
    • Part-time
      • Full-time
      • Salary
      • Contractor
    • Job Description
    • Start Date
    • Vacation Time - hour per month/year
    • Sick Time - hour per month/year
    • Personal Time - hour per month/year
    • Other Time - hour per month/year
    • Under Work Hours, select the days and time the employee is responsible for working. Times are in military format.

  6. After all information has been entered, press Create.