Employees are any person associated with estimating, tracking, or working on a project. This includes Project Managers, Foremen, and Work Crew (job site laborers).
Your Project must be assigned a Project Manager and at least one Foreman on the Cover Sheet.
Adding an Employee
- Click Master > Employees
- Click "New" to add an employee
- Enter the following information in the Employee Detail screen:
- First and Last Name
- e-mail address (no apostrophes allowed) required for Project Manager and Foremen
- Employee Number (must be a unique number and cannot be changed if employee is set as Project Manager of Foreman in any Project in the database)
- Payroll Class
You only need to add an employee once - after you add an employee to the Master Employee list, you can use them in any Project in the database.
Adding a single employee using the method above is alright, but if you need to add numerous employees, follow the instructions in the next article to import an Employee List.
 Setting up Database Masters | Importing an Employee List  |
Related Articles