Human Resources

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Create Employee’s linked Userid and Contact

Typically, a newly created Employee record has blank User ID and Contact record

To add this information, complete the following steps:

1. Go to HR Main Menu> Employee, and open the Employee record
2. Click the Employee record Extended Menu > Create / Update User ID and Contact.  Note: this process will not function if you have not entered a Branch and Department on the Employee record.
3. In the pop up window that appears, type a new USER ID, or leave blank to use the “default” and the system will create a USER ID for you.
4. The following records are automatically generated and linked to the Employee record:
   • A Contact record with the Employee’s Name and Title
   • A User ID record with the Employee’s Name, Title, Company Number, Branch, Department, and link to the other newly created Contact record
     • • Recommended: Your System Administrator is expected to further define this new User ID’s permissions

      

For any future changes required for an Employee such as Title, Branch, or Department, complete the following steps:

1. Go to HR > Employee, and open the Employee record
2. In Edit mode, make the necessary changes to the record
3. Click the Extended Menu > Create / Update User ID and Contact.  The changes made are automatically synchronized with the linked User ID and Contact records