In the Main Menu, click Lists, Employees.
Search: Search by first name, last name, phone number, or email address.
Filter the employee list using the following options:
Add: Click to add a new employee. See below for details.
Delete All: This is fairly safe to use. Employees that have time clock events attached to them will not be deleted.
Export List: Export the employee list to a text file or excel.
For steps to take when an employee leaves the practice, see Employee Leaving.
Click Add, or double-click an employee to edit.
Hidden: Check this box when the employee is no longer at the office.
First Name / Last Name / MI: Enter the employee's name.
Payroll ID is only used if processing payroll through a third party (such as ADP).
Phone Ext: Enter the employee's phone extension if any.
Wireless Phone: Enter the employee's wireless phone number.
Email Work: Enter the employee's work email.
Email Personal: Enter the employee's personal email.
Furloughed: Only check this box if the employee is not currently active, but still technically employed.
Working From Home: Only check this box if the employee is working from home.
Reports To: Select an employee from the list the currently selected employee reports to (e.g. office manager, lead, etc.).
Delete: Only employees who do not have clocked events can be deleted.
Click OK to save.