Client Account Tasks
 
 

Employee Setup Summary Tool

Employee Setup The Employee Setup  screen serves as both a navigator and an informative tool. This valuable summary contains all information from the Employee Setup files for each employee.  The tool can be customized by adding and hiding desired item columns.  

 
Step 1

To access the employee information summary tool, select the Employee Setup link from the Main Menu  (see illustration below).

Note:  The Employee Setup screen acts as both a navigational tool and informative summary. As a navigational tool, the company screen contains hyperlinks to each employee's personal file. As a summary tool, you can customize each of the columns displayed in order to better direct your operations.  Use the screen tool-bar which includes a drop-down  menu containing all the Employee Setup  items.  The drop-down menu is associated with table buttons such as Show Column and Hide Column to specify the table's display (see illustration below).

 

Step 2 From the setup screen you may operate in one of three ways: add new employee record; work with an individual employee by clicking on the desired name or work with multiple employees simultaneously by checking each individual's corresponding check-box along with the work with selected employees button provided below the table (see illustration below).

Step 3
Once the tables are accurately formatted as desired, they may be used to best identify necessary changes or print the summary using your provided screen tool bar

 

Step 4
System operation for each item will apply as listed below.  Utilize help pop-ups to better understand each item and its use.