Employee Master Overview

Employee Master

To open the Employee Master, go to Files > Employees > Locate employee of choice > Select Edit Pencil

You will first see the Employee column

You can see the Payroll ID, Employee name, Number, and if the employee is active.  You cannot make any changes in this view.

When closed it looks like this:

Select the blue drop down to open employee column

You will see more information to add to the employee, the Employee number will Auto populate. Remember to click the save file icon after entering the employee’s information.                                                                                                         

When opened it looks like this:

Address

Allows you to add or edit an employee’s address.

You will see the Plus icon to add an additional address, the Pencil icon  is to edit the current address. You will also see the current Address type, Name, Address, City, State/Province, Postal Code, and if they are active. You cannot make changes in this view.                       

When closed it will look like this: 

                                                                                                                                                                           Select the pencil to edit or plus icon to add another address.                                                          

Please remember to validate the employees address and save the information by clicking the save file icon.                                       

The Google Mapping Address, Mapping Accuracy, Lat: and Long: will auto populate when you validate the address.

When open it will look like this allowing you to edit the information:

Drivers Info.

Allows you to add driver information.

You can see the Driver’s License #, State of Issuance and when it expires.  You cannot make any changes in this view.

When closed it looks like this:      

Select the drop down icon  to add or edit any of the Drivers info. Don’t forget to save any changes by selecting the save file icon.

When opened it looks like this:

Employee Dates

Allows you to add important dates and set termination date.

You can see the Hire, Termination, Birth, Work Eligibility, Employment Agreement, Criminal History, Background, and Wedding Anniversary Dates.  You cannot make any changes in this view.                                                                                                                                                                                            When Closed it looks like this:

You will have to click the drop-down arrow to open and edit the section.                                                  You can see more fields in this view and the fields can be edited.  You also have a user defined date option. Do Not put a termination date unless the employee left the company as this will make the employee's profile inactive on that date.

When opened it looks like this: 

Tasks

This section will allow you to add and view current tasks. You can also search tasks in the past by selecting a start date and End date.

The Plus sign will let you add new task and the Arrow pointing up sign   will let you export the list of tasks

Communication

You can see the Employee’s active contact information.  The stars denote primary forms of contact. The first phone and email contact will auto set as primary. You can go back in and change the primary by checking and unchecking a box.  You cannot make any changes in this view.

This is the click to call icon

This is the click to text or email icon

Allows you to add a contact

Allows you to edit a contact

When closed it will look like this:

Click the plus icon to add information and select the edit pencil icon to edit the employee’s existing contact information.

This is what it looks like when you add a new contact

This is what it will look like when you edit existing information. You can only change the primary if there are more than two forms of contact listed such as two phone numbers or two emails. It will stay primary if you only have one of each.

Employee Time Off

You will need to select the drop down arrow to see the time off section  

By selecting the year, you can see any time off they have taken that year with the reason and total hours. You can also see individual entry made. 

You cannot make any changes in this view until you select the plus button or edit pencil.

Allows you to add an entry allows you to edit an entry.

Once open you will see the start date and time, the number of hours, select a reason from the drop and add a comment if you need to document anything. Then click the save file in the top right.

Pay Rates

You will see the position, pay percentage, Hourly Rate, and if it is set by the default.                                                                                     

You can uncheck default and manually adjust the pay percentage and hourly rate.                                      To edit the position and payment amount click the eye icon in the top right

When closed it looks like this:

You can see the pay rate that is selected as the default and change it by checking off the current or new position of the employee.

From here it can be edited, and the default can be changed.  Make sure you click save if you make any updates.

When open it will look like this:

Access Control

You will be able to add the username, role, and password for the employee. You will not be able to make changes until you select the drop down in the top right.

When closed it looks like this:                     

Once open you will be able to add or edit the username. Please do not place a space in the username.

You can then add or change the password. A list of requirements will be below and you will get a green check mark once you follow those requirements. Please make the password unique.

You can then select a role for the employee from the drop-down list. You can have more than one role.

The drop down list will populate once you click in the box

Attachments

 Allows you to add attachments such as drivers license, employee photo, receipts, Legal, Agreements and Etc…

If you want to edit or view the attachment, click on the pencil icon. Click on the plus icon to add a new one.

When adding or editing, it will look like this. You can add PDF and PNG files. Remember to save any changes by selecting the save file icon.

Logs

This is at the very bottom of the employee master and lists a history of logs by or for the employee.

The first log you see is the contact Log.                                                                                                            To add a contact log, click the plus icon in the upper right corner and it will open a new contact log like the one below.  

Once you click the Add button, you will first see the date. You can modify this date by clicking on it.

Next you will be on the topic of the log, which you will select from the dropdown box. Topics are things like:  Written Warning, Approved absence, Speeding, 90 day probation and Etc...

Now you will enter comments – be as specific as possible so that someone else could read your comments and understand what is going on.

Then you will click the save file icon in the upper. You cannot make changes once saved, you will only be able to delete it.

Change Log is the next section

This will provide you with the dates and information on when changes where made.                                                                                     

It will list the date, type of, Old Value(previous info), New Value (New info), Date Effective, and who it was changed by.

You can not edit or delete any of this information.

Employee option is the next section.

This section will give you the ability to edit certain features for that employee, such as launch call script when phone is answered, Set a phone extension and a few more. You can edit those options by selecting the edit pencil.

False value means Off and True means On.

Communication Log is the next section

You will see communication that has went out from the employee. It will provide a date if it went out successfully.

You will see the date, who it was sent from, the subject of it, the body of what was sent, who it was sent to and any attachments added.

You cannot edit or delete information in this section.

Notifications is the next section

You can set how the employee can be notified.

Offices can setup auto call workflows for employees for employee auto dial.