Employee Setup

The Employee Setup form is used to store all the personal information about your Employee along with their payroll information.

You will notice at the top of this form ten tabs, which help group the employee information better.  It is like having ten forms connected together for each employee.  You will also notice that the Employee ID, Company and Social Security fields at the top of the form remain there in all the tabs so you always know what employee you are working on when switching between the tabs.  The ten tabs are listed below and described in detail in other areas of the documentation.

The General Tab shows you general employee information.  See: Adding Employees

The Detail Tab shows all other related employee data that could not fit on the General tab.  See: Adding Employees.

The Notes Tab shows you a lists of all the employee notes.  See: Adding Employees.

The Custom Field Tab is used to store the names of different contact methods used like phone, email and any other information that you use.

The Taxes Tab shows the employees selected Tax Types.  See: Adding Employee Taxes.

The Earnings Tab shows the employees selected Earning Types.  See: Adding Employee Earnings.

The Deductions Tab shows the employees selected Deduction Types.  See: Adding Employee Deductions.

The Time Off Tab shows the employees selected Time Off Types.  See: Adding Employee Time Off.

The Time Clock tab is used to enter the formula, if any, that the time clock will use in calculating earnings.  See: Time Clock Tab.
 

This form can be used to add or edit records in the employee form.  To add new employees, simply click the New button at the top of this form.  If you need to edit existing employees, just select the record you want to edit and make any necessary changes to the fields for that record.  For complete details on all the field descriptions for this form and a step by step guide on how to enter new employees, See: Adding Employees.

The record navigation buttons at the bottom of the form are used to move from one employee to another.  It also displays how many records are in the employee form and what record you are currently on.  Clicking on one of the four buttons will navigate you through your existing data.  You can use the Find button to find a specific record.

There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new employee to be added.

The Save button will save the selected employee.

The Find button will enable you to Find Employees.

The Delete button will delete the selected employee.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Time Sheet button will open the Weekly Time Sheet form, which displays the selected employees hours worked.

The History button will open the Employee History form, which will display all the Paychecks for the selected employee.

The Duplicate button will create a duplicate record of a specific employee.

The Schedule button will open the Schedule Activity form where you can view or enter activities.

The Convert button will convert the employee to a sales rep.

The Initiate button will enable you to start the process of creating the paycheck.  See Create New Paycheck.

The Close button will close the form.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.