Create New User and Employee

Create New User and Employee

Make sure the following settings are set properly:

Navigation:

Settings > Users and Companies > Users

Contacts > All Contacts

Employees > Employees

Step 1: Create User

Step 2: Update Email

Step 3. Create Employee and link to User

Note: Remember to create the employee information like leave, work hours, etc accurately, DO NOT enter inaccurate information.

Step 4. Assign User Access (if the employee does not have access to the system, skip step 4)

Watch video guide

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