This guide will teach you how to add an employee and completely configure an employees settings. If you want to add all your employees in one hit, view the import employees guide.
Menu > Settings > Employees
On the Employees page, click the "Add Employee" button.
Fill in the "Add Employee/User" Form. All details are required if they are available
Employee Username: A username of your choice is assigned to the employee.
Send Credentials: The new employees username and password can be sent via either SMS, Email or both.
This quick configuration tool can be used to clone details from a similar existing user.
Included in clone:
Once you have added all your employees, you can produce a welcome letter that will introduce them to the Microkeeper system and inform them of their username and default password.
Navigate to Menu > Settings > Employees
Click the button and Send Email to Everyone button to send a welcome letter to everyone who has never received a welcome letter.
The welcome letter can also be sent out on a selective basis.
When an employee is first added to the Microkeeper system, default values are pre-selected, this gives the employee the ability to starting clocking their hours.
Before their first payroll can be processed, the configuration of the employees account must be completed.
Navigate to Menu > Settings > Employee - Edit (For the newly added employee)
The configuration of the employee can be done as required.
The info dots i will explain settings in detail.
Note: It is recommended getting a bookkeeper or someone with an accounting background to help with the initial configuration. Additional Microkeeper offers guided training sessions