Managing Employee List

To manage your employee list, go to Locations tab > Employee List. This is where you will add, edit, or remove employees from your company.

ADDING A NEW EMPLOYEE

1. Click on New Employee
2. The "Add An employee Wizard" window will open. Click Next.
3. On the following screen you will be asked if the employee has worked in your chain before. If the employee is completely new, make sure No is selected and click Next.
4. Fill in the employee's full name, position, and primary store and click Next.
5. On the next screen, fill in the employee's contact information.
6. On the next screen create a login name (you may want to have conventions when doing this, either using payroll ID, naming, or numbering conventions that will not come up in the future when another employee with a similar name is on-boarded.) 
7. Enter a password. Most commonly a password would be given that the employee will be asked to change upon first login.
8. Select the employee's permission Level. These were set up for you during configuration of FieldStack.  What you choose here will determine the tabs and functions within FieldStack to which this employee will have access. 
9. Choose the locations or locations where this employee will be able to log in. 
10. On the next screen, if your employee has a Customer Account, it can be linked at this time.  Choosing the Price Code number that is associated with "Employee Discount" will enable the discount to be active on the employee's Customer Account.  If the employee leaves, the discount will be removed when the Employee is made un-active in the Employee List.
11. This screen also allows you to grant Webstore Admin access directly from the Employee Edit screen. See the article here for more information 
12. The next screens will finish the set-up for your new employee.
    
    

EDITING EMPLOYEE INFORMATION

1. From the existing list of employees (accessed on Locations tab > Employee List), double click on the person whose information you would like to edit.
2. From this window you can edit the Login Name, change the employee role (job level) thus changing their permissions, change their password, link a new Customer Account, or alter the stores in which they can Login. You can also enter Payroll ID number, enter notes, or see when the employee's information was last updated.
   
3. Click the Save Employee Information button. 
4. Once the B button is grayed-out, the information has been saved and you can close the window.

REMOVING AN EMPLOYEE

1. To remove an employee who has left the company, locate them using the search field at the top of the list.
2. Double click within the line to bring up more information.
3. Uncheck the Active box in the lower left corner of the window.

    

4. Click the Save Employee Information button. If the Employee Account is linked to a Customer Account, you will be alerted to change the price code and a box will pop up and lead you through that. 

5. Continue through the windows by saving.

6. Once the Save Employee Information button is grayed-out, the information has been saved and you can close the window.

7. The employee will no longer be listed in the employee list and will no longer be able to login at any location.
   
   

REHIRING AN EMPLOYEE

1. If the employee returns to work, you can use the setup wizard, choosing Yes when asked if the employee has worked at your company before.
2. A search screen will allow you to search for the former employee from an archived list.
3. Subsequent steps after this screen will be the same as when adding a newly-hired employee, and will allow you to edit the contact information, job level, and location. When you get to the login and password screen, you will need to create a new password or you will not be able to continue or save.