Employees

The Employee list is used to set up User Security and to set up schedules (Schedule Setup). This list also determines who can use the Time Clock.

  1. In the Main Menu, click Lists, Employees.
  2. Click Add, or double click an employee to edit.

    Payroll ID is only used if processing payroll through a third party (such as ADP).

  3. Click OK to save.

Inactive employee: If an employee no longer works at the practice, check the Hidden box. The employee will no longer be a selection in other lists.

Advanced Tools

Delete all unused employees: This is fairly safe to use. Employees that have time clock events attached to them will not be deleted.

For steps to take when an employee leaves the practice, see Employee Leaving.