View Employee Tool Box
Table of Contents
- Employee Tool Box
- How to add an employee
- How to deactivate an employee
- How to assign an employee a role
- How to give an employee permission to do something
- How to stop an employee from being able to do something
- How to add a new company role
- How to edit a company role
- How to delete a company role
- How to set an employee up on a commission plan
Employee Tool Box
How to add an employee
Select the Employee option from the Tools menu. The Employee Search screen will be displayed. Select the option that says “Add Employee”, which you should see on the far right side of the screen. The “Create Employee” screen will be displayed providing you with a form to fill out with the employee’s personal information. Be sure to make the employee “active”. Once the form in complete, click the “Submit” button at the bottom of the screen. The employee will now show on the employee list as active.
How to deactivate an employee
Go to the Employees option under the Tools menu. Click on the name of the employee that you would like to make inactive. You should see an Edit option in the upper right quadrant of the screen. Select this Edit option, and change the employee from Active to Inactive. Click the Submit button at the bottom of the screen.
How to assign an employee a role
From the Employee profile screen, select the “Security” option found in the upper right quadrant of the screen. The Employee roles screen will be displayed with a list of available and current roles. Highlight the role that you would like to assign the employee on the Available Roles menu, and then click the arrow displayed on the screen pointing toward the Current Roles menu. You should now see the name of the role in the Current Role menu. You may assign an employee more than one role. Once you have completed the role assignment, slick on the “Submit” button at the bottom of the screen. The employee will now hold the role that you assigned them along with the permissions that go along with that role.
How to give an employee permission to do something
To ensure that an employee has permission to perform a required task, go to the “Employee” option on the expanded Tools menu. Select the employee from the list.
From the Employee Profile Options menu, choose “Security”. Make sure that the employee is assigned the role associated with the permission set that they should be allowed.
How to stop an employee from being able to do something
Go to the “Employee” option on the expanded Tools menu. Select the employee from the list.
From the Employee Profile Options menu, choose “Security”. Make sure that the employee is NOT assigned a role that gives them the permission set that is inappropriate for them. If they have the role currently, highlight it and move it to the “available roles” box with the arrow between the two roles boxes.
Roles may be added, deleted, and customized for your company by the account owner in the Company Tool Box of the Tools menu.
How to add a new company role
On the “Company Roles” screen, type in the name of the role that you would like to add. Next, select from the drop down box which type of end user this role will apply to, and click the “Submit” button to the right. The role name will be added to the available list. By default all of the permissions associated with this role will be disabled, so be suer t now click on the name of the new role, and go through the list of available permissions, enabling those that you would like users filling this new role to have. Once you have given the appropriate permission set, click on the “Save” key. You will then see a small pop up box that says “Role Saved Successfully”. Click the button that says “OK” in that pop-up box. You will then have to navigate away from the Manage Role screen.
How to edit a company role
From the “Company Roles” screen, select the role that you would like to edit by clicking on it. The “Manage Role” screen will be displayed, listing all permissions associated with the role with either a checkmark or an “x” next to them. A checkmark indicated that the role has the permission, and an “x” indicates that the role is blocked from having that permission. Go through and enable or disable the permission by putting an X or a check in the small box to the left of the permission name. When you have finished editing the role click the “Save” button at the bottom center of the screen.
How to delete a company role
From the “Company Roles” screen, select the red “x” next to the role you would like to delete. A pop-up box asking if you are sure you want the role deleted. If you are sure, click on “Yes”. The role will be deleted.
How to set an employee up on a commission plan
From the Tools menu, select “Employees”. From the list of Employees displayed, select the person for whom you would like to set a commission plan. Once their employee screen is displayed, select the option in the right corner that says “View Commission Table”. If the employee has not been set up on a commission plan yet, their Commission Structure will be blank. To add their structure, click the “New Entry” option on the upper right side of the screen. Fill in the threshold %, Commission %, Effective date of the plan, and end date of the plan. Once the numbers have been entered, click the “Submit” button. The employee’s commission plan will be saved, and the numbers will be reflected on the “My Commissions” and “All Commissions” reports.