This guide will walk you through the Employee Administration process
1. Select System Administration from the left menu bar:
2. Select Employee under the System Administration drop-down:
3. This will show all Employees that are currently on the system
4. From this screen, you can Add, Edit, or Remove Employees
A.) To Add Employee:
I.) Select the Add Employee button in the top right:
II.) This will open the Add Employee Window:
Fill out the Employee's information. If you do not have the employee's phone number or email address, you can leave those fields blank.
QB Employee Link - If the employee has a QuickBooks Employee Link, select it from the drop-down list
Has User Account/User - If the employee has a User Account in Roustabout, check the box, then select their name from the drop-down list
Status - Select whether the employee should be
Active or Inactive in the system
III.) When you have entered all the relevant information, select Save Employee from the bottom of the window:
B.) To Edit Employee:
I.) Select Edit next to the Employee you want to Edit:
II.) This will open the Edit Employee Window:
III.) Here, you can change any of the employees information. When you are done editing the Employee's information, select Save Employee at the bottom of the window:
C.) To Remove an Employee
I.) Select Edit on the employee you want to Remove:
II.) Select the Status drop-down and select Inactive. After selecting Inactive, click Save Employee. The employee will be removed from the system:
Other Options:
Find Employees:
You can quickly find a specific employee by searching their name in the top right corner Search Box:
If the searched employee does not show up, they may be listed as Inactive. To look at Inactive employees, select the drop-down in the top left and select either Inactive Only or All Status:
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All information provided is for software products produced by CantrellJackson.com