05 Employees

When an employee joins or leaves your company, you will need to update their personal details. The Employees form allows easy access to these details.

05.1 Adding or altering an Employee’s details

1. Click on the Employees button on the Main Menu.
   
   
2. Then choose the Add button and the cursor will appear in the Employee ID entry area.
   
   
3. Enter all relevant details into the white data entry areas.
   
   Note: The Security field has two selectoins FULL and LMTD. Choosing FULL will give an employee full access to the database i.e. to Invoicing and and changing company information. LMTD will block user from viewing Invoicing tab and changing company information via Option button on Tools Menu.
   
   
4. Once completed, save the note by choosing the pencil . It will change to a triangle , indicating saved data.
   
   
5. To close the Client Form, choose the Close button .