User guide

33
Getting Started
Adding and maintaining employee records
Employees are only available in Accounts Accounting and above.
For an employee’s details to be available in POS, the employee must appear on the Sales Reps
list in Accounts. Before adding any new employee details, you should set up Accounts to
automatically add any new employee to the Sales Rep list.
Go to the 1. Edit menu, click Preferences, then click Payroll & Employees and then click the Company
Preferences tab.
Click to select the 2. Mark new employees as sales reps check box.
Click 3. OK.
To view the Sales Rep list in Accounts:
Go to the • Lists menu and click Customer & Supplier Pro le Lists, then click Sales Rep List.
Adding an employee
When you follow the instructions in 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.