Create a New Employee Profile

 

If social security number validation is not enabled, search to ensure there isn’t an existing profile before creating a new client profile. This prevents duplicate employee profiles.

To create a new Employee Profile:

  1. Go to Data Entry > Employees and click the CREATE EMPLOYEE button.

  2. Enter/Select all applicable fields. Required fields are indicated by an asterisk * and vary based on configuration. At minimum all required fields must be populated.

    Enter/Select all applicable fields.

  3. Click SAVE.

  4. Click OK on the Save Confirmation popup.

    Click OK on the Save Confirmation popup.

    The Save Confirmation pop-up includes a notice if the MOBILE USER checkbox is not selected.

  5. A notification of confirmation or error displays at the top of the screen.

    A notification of confirmation displays at the top of the screen.

Use the CREATE EMPLOYEE button at the top of the Edit Employee screen to create Employees consecutively without returning to the Employees screen.