How to make an employee a user?

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• How do I make an Employee a User of the software?

  To set up a new User go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access. Once the Employee record is opened, click the edit button on the top right and then scroll down to Allow Login Access and ...

• How do I create a new User?

  To create a new User, you need to create a new Employee. Go to the Menu and then choose Directory. From here, select Add a New Employee option and create a new Employee. From here, there will be an option called Allow App Access. Once this box is ...

• Disabling an Employees or User's Account

  Disabling an Employees or User's Account At times, you will need to disable a User's account. This can happen if the employee quits or is terminated. Remember, in Contractor Foreman records are never deleted. However, you can Inactivate a User and ...

• How do I make a copy of all the Incidents and Employee Write-ups for my HR files?

  To make a copy of all the Incidents and Employee Write-Ups, from the Menu, go to Reports and then choose Incidents & Employee Write-Ups. Here, choose Incident by Date and Employee Write Ups by Employee separately and generate the reports needed to ...

• How do I add Training & Certifications under the User Setting?

  To add Training & Certifications under User Settings for an Employee, go to Directory and then choose the User from the Directory, under Users. Scroll down to Training & Certifications & choose Add Certificate and start adding the certificates over ...