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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