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Setup Questions for Employee Tab

Questions in this section are intended to help you make decisions about your setup.

1. Read the Employees Overview.
2. Print this questions list (as many copies as you need). To do so, right-click on this topic, and then click Print.
3. Answer the questions and use your answers to complete the set up on the Employee Tab.

Questions for Employee Tab

Employee ID

What employee ID do I want to use for this employee?

Enter an ID: _______________________________

Do I want to be able to assign this employee to tasks on work orders?

Circle one: Active or Not Active.

On the screen, if active, accept the default of checked.

First / MI / Last *

What is the name of the employee?

First: _____________________________ MI: ___

Last: ____________________________________

Birth Date

What is the date of birth of the employee?

Enter the date using the format mm/dd/yyyy:

_________________________________________

Gender

What is the gender of the employee?

Circle one: Male or Female

SSN

What is the social security number of the employee?

Enter the number: __________________________

Do not use dashes.

DLN

What is the driver's license number of the employee?

Enter the number: __________________________

Date of Hire

What is the date of hire for the employee?

Enter the date using the format mm/dd/yyyy:

_________________________________________

Rate

What is the normal hourly rate for the employee?

Enter the rate: ____________________________

Overtime Rate

What is the overtime rate for the employee?

Enter the rate: ____________________________

Comments

Are any comments necessary?

Enter comments: _________________________

________________________________________

________________________________________

See Also

Setup Guide Introduction

Setup Questions Address Tab