7.2 Add New Employee

 

 

To add a new employee, click on the ‘Add New Employee’ button on the Employee List page.

 

1.       The fields highlighted in dark grey are compulsory and must be filled.

2.       The rest of the fields are optional.

3.       Enter the ‘Employee ID’. This is the same ID that will be used for the employee’s login account. (Refer to 7.4 Security for information on creating employee login accounts)

4.       Enter the ‘Last Name’ and ‘First Name’ into its respective text fields.

5.       Select the ‘Employment Period’ from the list provided. This field is used to identify the employee type.

6.       Select the ‘Agent Type’ from the list. This field is also used to identify the employee type.

7.       Fill in the rest of the fields. These fields serve to store additional data on employees within the system.

8.       Click on ‘Save’ to save the changes you made.