Staff

You can setup a list of staff members so they can be recorded against invoices, service & maintenance, and other records throughout the program.  Although setting up of the staff members is not a requirement, it is very useful for sales reports and tracking who has made what entries.

How to add a new Staff Member

  1. From the Main Menu, click Setup, then Staff.
    This opens the Staff List window, which has a list of all existing staff that have been added.
  2. Click the New button to open the Staff window.
  3. Enter the First Name, then tab through and complete the other details.
  4. Click Save & Close when completed.

How to edit an existing Staff Member

You can edit a staff member from the Staff List by highlighting the name, then selecting Edit, or by double-clicking the name in the list.

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