ZigaForm version 5.3.5

Employee List

By |2021-07-21T14:25:26-05:00July 26th, 2019|Comments Off on Employee List
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Introduction

The Employee List is used to manage company employee records.

Form Access

  • From the main menu, click Employees | Employee List, or

  • From the toolbar, click the Employee button.

Usage

Perhaps the easiest way of using the commands available in this list is through it’s right click menu.  The right click menu is identical to the title menu.

  • To create a new employee, right click anywhere in the list and choose New Account from the pop-up menu.
  • To edit an employee, right-click on the employee and choose Edit Account from the pop-up menu.
  • To delete an employee, right-click on the employee and choose Delete Account from the pop-up menu.  Note: It may not always be possible to perform this action — inactivation may be more appropriate.
  • To inactivate an employee, right-click on the employee and choose Make Account Inactive from the pop-up menu.  This can also be done by ticking the “Inactive” checkbox within a record itself.
  • To edit an employee’s payroll items, right-click on the employee and choose Edit Payroll Items from the pop-up menu.
  • To open an employee’s history, right-click on the employee and choose History from the pop-up menu.  The employee history will open and display the entire historical record of transactions for the employee and more.  This is an extremely powerful area of the program, able to provide quick answers to questions without having to generate and wade through reports and such.
  • To open the contact log for an employee, right-click on the employee and choose Contact Log from the pop-up menu.
  • To create a new customer record based on an employee record, right-click on the employee and choose Copy as Customer from the pop-up menu.\
  • To access the Document Links for an employee, right-click on the employee and choose Document Links from the pop-up menu.
  • To export whatever information is currently displayed in the list, right-click anywhere in the list and choose Export List from the pop-up menu.
  • To modify which columns are displayed in the list, right-click anywhere in the list and choose Form Preferences > Show Columns from the pop-up menu.

Tips

  • We generally recommend that you avoid deleting Employee records. You should use the Inactivate option instead.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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