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Adding New Employee

Adding Employee Information

Note: All Fields marked with * are mandatory and must be filled out, otherwise the system will generate an error indicating that the required information is missing.

  1. Locate the +Add option under Employee Tab.

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   2. Click +Add option to update the Employee Information. Enter the Employee information in the required field and Click Next             option.

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3.  The Employee details screen appears. In Employee details, update the username with the format (first name initials and last               name). Also enter the 4 digit IVR Pin which is used to login using Mobile Application for each employee. After completing the         required field, Click Next option.

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4. The Additional Contacts screen appears in which the user can update the additional contact details of the employee by using          the +Add New Contact option and Click Save button. The user can also add the Employee signature and update the Employee        Billing hours.

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Editing Employees Information

To navigate through the process of editing Employee information, follow these steps:

  1. Locate List option under Employee Tab.

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2. Select the Employee from the list to edit the information. Click the blue color Edit option under Action on the right side of the          screen for editing the Employee information. 

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3. The following screen appears to edit the required information of the Employee. After editing the information, Click Update        option in Additional contact screen.

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