Add Employees if they are:

A Technician.
A Service Advisor.
Using the Timeclock.
Making comments in Tickets or Appointments.

Note: Employees must know their Employee Number in order to clock In/Out or leave comments.

Click on "Configuration".

Click on the "Employees" tile.

To add a new employee, click on the + button.

To edit an existing employee, click on the Actions Menu (...) for the desired employee.

Adding New Employees:

Fill in all necessary information (First Name, Last Name and Address are required).

The "Employee Number" is given to the employee to use within the application (Clock In/Out, leave Comments, etc.) Employee Numbers can only be customized within the initial setup, Once a New Employee is saved, the Employee Number cannot be changed.

"Active" box must remain checked.

Employees must be assigned to a shop.

Select whether the employee is a "Service Advisor" or "Technician" or both (when applicable).

Click "Save" when finished.