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Employees

1View or Search employee

Go to Contacts -> Employees

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View all employees currently active and working with the company. Inactive tab shows current list of inactive employees. You can search employees from the “Search” box.

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2How to add a new employee?

Go to Contacts > Employees > Add Employee button > Fill details – Personal Details, Payroll Details and Previous Employment section

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Click on the Add Employee button

Fill in all the required details in the Personal Details, Payroll Details and Previous Employment section below

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3How to edit employee details?

 

Go to Contacts > Employees > Edit Employee button > Edit details > Save

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Edit the required details and click SAVE. Click Cancel if you do not want to save changes.

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4What if an employee leaves the company?

 

When the employee leaves the company, the details are not deleted but are deactivated in the software.

To deactivate an employee, go to Contacts > Employees > Active tab > Select Employee > Deactivate button

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Select the employee you want to deactivate and click Deactivate button.

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5Activate an employee if you have accidently deactivated

 

Go to Contacts > Employees > Inactive tab > Activate button > Select Employee > Activate button

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Select the employee you want to activate and click Activate button

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You can view activated employees under the Active tab.

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