Users

Adding Bonuses for Employees

From the Manager Screen, choose “Users” and then “Reports.”   Be sure you are in the correct region the employee works in (at the top of screen). Choose the employee and the desired date range, (From date → To Date) and then click the “load” icon.   Click on the “Reimbursements” tab, then you may either add a one time reimbursement by clicking in the empty boxes or click on “Add a recurring reimbursement” in order to schedule future automatic bonuses.   Fill in the description and amount of the bonus. Then click “Save Changes.”

Adding a Fine to an Employee

From the Manager screen, choose “Users” and then “Reports”. Be sure you are in the appropriate region where the employee works (at the top of screen). Choose the employee, and the desired dates, (From date → To Date) and then click the “Load” icon. Under the “Deductions” tab click on the “Add a recurring deduction” link. Fill in the description and amount of the fine and press the “Add recurring deduction” button, then click “Save Changes” to the right. You may also edit available deductions for easy use in the future by clicking “Add a saved deduction”. Click on “Edit Read more

Setting up Product Commissions

From the Manager Screen choose “Products” and then choose “Settings.” Either create a new product or edit a current one. Scroll down to Commission Policy. Here you will have 3 Options: Regular Commission – This is the default setting, this means whatever you have set your employees to receive for commission(Steps, Flat, etc.) in Users Settings that is what they will receive. No Commission – This means no commission is given when this specific product is sold. Extra Commission – This is the Product Commission. Simply fill out the commission percentage amount which should be given when this product is Read more

Editing an Employee’s Salary

From the Manager screen, choose “Users.” Choose “Reports.” Select an employee from the drop down box. Select desired date range. Click “Load” icon. Edit the employee’s hours, deductions, and reimbursements as needed.

Managing All Salaries at Once

From the Manager Screen, choose Users > Salary Report   Select desired date range and click load.   Select a specific employee from the list and click “Open.”     Optionally see a breakdown of “salary by location” per User by clicking on the arrow in column 1 of the Summary Report.  

View/Add/Remove Reimbursements for Employees

From the Manager Screen, choose “Users.” Choose “Reports.” Select an employee from the drop down box. Select desired date range. Click the “load” icon. From the grey toolbar, select “Reimbursements.” For a recurring reimbursement select “Add a recurring reimbursement.” Select amount – start and end date – and fill in a description for the reimbursement. For a one time reimbursement click on the grey line in the table under the time-stamp which says “Click here to add a new row”. Select amount – start and end date – and fill in a description for the reimbursement. Click “Save Changes.”

View Inactive/Deleted Employees

From the Manager Screen, choose “Users.” Choose “Settings.” Select “Inactive Users.”

Adding a New Employee (User)

From the Manager screen, choose “Users” and then “Settings.” Press the “Add a New User” icon to the right of the screen. Fill in new employee information including general settings, salary and access levels and press “Save.”

Editing an Existing Employee (User)

From the Manager Screen, choose “Users” and then “Settings.” Locate the employee you would like to make changes to and press “Edit.” Make the necessary changes and press “Save.”

Adding a Picture to an Employee

From the Manager screen choose “Users” and then choose “Settings.” Choose your employee and click “Edit User.” Under the user’s name and password, click the “Change picture” link. Browse for the picture you want to add from your computer. Click “Save” when you are done.