Employees

In the Main Menu, click Lists, Employees.

The employee list is a place to manage employee contact information. Employees must be created here to use the Time Clock. Employees can also be associated with Users and Schedules.

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.

Employee Edit

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.