Employee information has many uses within the KwikSALESTM system. This information includes sales tracking and appointment scheduling. This file is also used by the Payroll add-in module for pay entry, and expense and withholding tracking.
If you are using the Payroll add-in module, refer to the Payroll Users Guide for additional data within the employee record.
To view your employees, select Employee form the Setup-Maintenance menu. The Employee Selection Table is displayed.
Employees can be viewed in Employee Name sequence or by Employee Id. Select the tab (If used.) for the desired sequence or click in whichever column header by which you wish to sort. Clicking again in the same column header will "toggle" a reverse sort by that column.
Employees can be added or modified by pressing the Insert button to add a new employee or by pointing to an existing employee and then pressing the Change button to view or modify employee data. In both cases the Employee Maintenance Form is displayed.
General Tab:
The General tab displays a unique employee id, the employee's address and telephone number, emergency contact data, and additional information related to this employee.
Employee Information and Appointment Setup Tab:
The Employee Information tab displays a block of text for entering employee information and default system data needed for scheduling appointments for this employee which must be done for each employee before the appointment scheduling process will work and display properly.