When initially setting up your system, first add employees who will help establish the features, defaults, and components needed to run your system. Add the remainder of your employees before you're ready to go live.
1. Add a new employee to your system by going to Management/Employees & Teams/Employees.
2. Click either of the plus signs.
 | 3. Enter the employee’s necessary details, including any required fields marked with a red asterisk. 4. Review the Default Time Zones to ensure that the time zone selected reflects the employee's time zone and is what they will see when using their system. Note: When reports are run, the Default Location's time zone will appear. 5. Select the location that you want as this employee's Default Location. Note: If you have one location, it will be the Default Location. |
 | 6. Add Connectors—email addresses, phone numbers, social media links, URLs, or physical addresses associated with an employee. Note: Certain contact information may be visible to customers. 7. Enter at least one unique email to create a Username for this employee to sign in with. Note: The first email entered will be the Primary email by default. |
 | 8. Enter a new email, click the More Actions ellipses, and select the Make Primary star if you want to change your primary email. |
 | 9. Enter and label additional phone numbers here. |
 | 10. Choose from a variety of social media links you can add for this employee. |
 | 11. Add any other useful links such as an employee's portfolio site or FTP site. |
 | 12. Enter any address you need to have on file for your employee. Note: The initial address you enter will also be the default address until another address is designated as the default. 13. Save the information you’ve entered in order to create a new employee. Note: Subsequent changes to this page will be autosaved. |