Create New Employee

  • To create a new employee, navigate to the main lefthand menu and open the module Employees.
  • Click the + New Employee button to open a new employee form and fill in the required information. Minimum requirements include first name, last name and email. 
  • After saving, this will open the employee's new record in the Employment Settings page. Here, you can:
    • Assign a colour for the employee, a classification, and annual vacation days.
    • Toggle if they’re salaried to ensure their hours are not part of the review process, or if they work service jobs to let them create emergency service jobs and edit worksheets.
    • Remove an employee from your company by clicking Terminate Employee. The employee will no longer have access to company data.