User guide
33
Getting Started
Adding and maintaining employee records
Employees are only available in Reckon Accounts Accounting and above.
For an employee’s details to be available in POS, the employee must appear on the Sales Reps
list in Reckon Accounts. Before adding any new employee details, you should set up Reckon
Accounts to automatically add any new employee to the Sales Rep list.
1. Go to the Edit menu, click Preferences, then click Payroll & Employees and then click the Company
Preferences tab.
2. Click to select the Mark new employees as sales reps check box.
3. Click OK.
To view the Sales Rep list in Reckon Accounts:
• Go to the Lists menu and click Customer & Supplier Prole Lists, then click Sales Rep List.
Adding an employee
When you follow the instructions in Reckon Accounts in-product Help to add a new employee you’ll see the New
Employee window. The Additional Info tab in the Personal Info section contains several elds that are important
for you to know about.