- Adding a new employee
To add a new employee click Employees on the left.
You can either click the white + sign on the left or click the blue New button on the top right.
The New Employee screen will appear.
The ID box is a required field. You must enter something here. Normally numbers are listed but you can use letters if you wish, such as first name last initial.
Enter in the employees first and last name. The rest of the details are optional..
If this employee will be used on Work Orders make sure to go to the Details tab and set the type to Technician (it should default to this if it's a new record being added).
Once you have filled everything out click Save.