SedonaSetup Operations Setup Tables/Options
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Purpose: |
To create a list of employees that work for your company |
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Prerequisites: |
Commission Type*, Document Type*, Chart of Accounts |
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Required or Optional: |
Required |
Employees are used to link to other setup tables and to activate certain features of the software. It is recommended that you use alpha characters for the Employee Code field rather than using an employee number. The Employee Code is displayed in various areas of the software. Create one record for each employee who is classified as a Salesperson, Service Technician, Installer, anyone who will have access to the Inner Office Messaging function, and any person who will login to the SedonaOffice Application.
There are four possible setup forms for an employee record, General Information – required, Payroll* – optional, Commission Setup* - required if calculating commissions on Jobs, and Documents* - optional and only available if your company has subscribed to the SedonaDocs add-on module.
The Payroll form is for companies using the add-on Payroll module. This information is used to create an output file from the Payroll Timesheets entered into the application.
The third data entry for is used for Employees to whom will be paid commissions on installation jobs. Commission Types must be setup prior to setting up commission information for the Employee.
The fourth form, Documents is only visible to SedonaOffice customers subscribing to the add-on module SedonaDocs.
For more information on the add-on modules, please contact a SedonaOffice Sales representative (440) 247-5602.
Continue on to the next page for field descriptions of each data entry form.
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FRM 24152
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