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