The Employees list is a place to manage employee contact information.

In the Main Menu, click Lists, Employees.

Employees must be created here to use the Time Clock. Employees can also be associated with Users and Schedules.

Search: Search by first name, last name, phone number, or email address.

Filter the employee list using the following options:

Add: Create a new employee entry. Opens Employee Edit.

Delete All: Delete unused employees. Employees attached to time clock events are not deleted.

Export List: Export the employee list to a text or XLS file.

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

Employee Edit

Click Add to create a new employee or double-click an existing employee to edit.

Click Save to finish adding a new employee or keep changes.