Editing Employees
Editing information for an employee that appears on any unposted orders will update the employee information on those orders.
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This applies to unsaved counter sales and orders, saved counter sales, estimates, repair orders, and/or invoices.
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Editing employee information does NOT affect posted orders or service history.
To change an employee record:
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Click Setup >> Employees.
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Click on the name of the desired employee. Be sure the name is highlighted.
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Click Edit.
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In the Edit Employee pop-up box, type your chang(es) in the following fields:
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Employee ID: Required. Create an ID using letters, numbers or both.
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Employee Name: Required. Enter first, last or both.
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Title: Optional.
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Extension: Optional.
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Roles: Required. Select Technician, Service Advisor or both.
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Salary Information: Optional. This may be used to calculate Labor Profit in future versions of ALLDATA® ManageSM .
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Payment Type & Payment Amount:
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Flat Rate: For hourly employees whose hours are calculated using the hours billed to the customer (rather than the actual hours worked). Enter the hourly rate charged to the customer.
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Hourly: For employees paid per hour worked. Enter their hourly pay rate.
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Salary: For employees paid a set amount for a set time period. Enter their salary amount.
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Pay Period Hours: Full-time is typically 40 for one week, 80 for two weeks.
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Active:
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Check the box for current employees who are available to be assigned to jobs.
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Uncheck the box to deactive an employee.
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Click Submit.
See also: