Implementation Plan - 01 - Employees (HR) and Users (Settings)

Employees are added first in the HR module then set up as Users in Settings | Company Settings | Users.

02.1 - HR Module | Employees

Step Task Description Help Topic Training Video(s) Application Form
1 Review Existing Employees in HR Module View Listing
2 Option A: Add Employees Manually View Form
Option B: Import From Microsoft Excel View Form
Option C: Once installed and setup, CoreconLink utilities can be used to import active employees from the accounting system. View

02.2 - Add Active Employees as Users in Settings (gear icon) | Company Settings | Users

Step Task Description Help Topic Training Video Application Form
1 Review Existing Users in Company Settings | Users View Listing
2 Add Active Employee as User View View Form

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