Working with the Employee tab

Use the Employee tab on the User detail view to add company and personal information for a user. The Employee tab also contains user-level information that allows the application to communicate with supported third-party accounting applications.

To set options:

  1. Click the Employee tab in the Users detail view. See User detail view
  2. Specify the user contact information in the Work section.
  3. Specify the user accounting identification code in the Accounting ID field if required.
    The Accounting ID is required for data to be shared between application and accounting applications.
  4. Complete the Employee #:, Asset #:, and Asset Desc fields if the company assigns numbers to employees and the computers.
  5. Specify the user personal information as appropriate in the Personal section.
  6. Click Save.
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