How to Create Employees

STAFF SETUP

 You can give access to GO Software to as many staff members as you like, and with User Types already set up, you can determine levels of access for each staff member.

 Before you can add employees to your system, please ensure you have already set up LOCATIONS and USER TYPES. You will not be able to add employees until you have set these up.

1. Adding Employees

From the left side of the screen, choose .

 From the  Heading, choose Employees.

On the right side of the screen, choose

On this Profile screen, enter all of the fields as necessary. Please note that the fields with red asterisks are required fields.

Choose .

You will be prompted to complete the next page, the Login tab.

Choose  to continue completing tabs for this employee, or  to return to the list of employees.

2. Completing and Editing Employee Tabs

 For any employee with your rank of access (defined in User Types) or higher, you will only be able to view that employee’s profile. You will be able to edit any employee with rank access lower than you.

Choose from the list of employees and click on Open  or, if you click on the contextual menu, choose Open Profile.

Complete all of the tabs on the left side.