Go to Contacts -> Employees
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.
Go to Contacts > Employees > Add Employee button > Fill details – Personal Details, Payroll Details and Previous Employment section
Click on the Add Employee button
Fill in all the required details in the Personal Details, Payroll Details and Previous Employment section below
Go to Contacts > Employees > Edit Employee button > Edit details > Save
Edit the required details and click SAVE. Click Cancel if you do not want to save changes.
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
Select the employee you want to deactivate and click Deactivate button.
Go to Contacts > Employees > Inactive tab > Activate button > Select Employee > Activate button
Select the employee you want to activate and click Activate button
You can view activated employees under the Active tab.