You need to enter all
employees and any persons who may be authorized to access
your system (e.g. accountant).
1. Go to BUSINESS ->
EMPLOYEES, and mouse-click on INFORMATION.
2. The
Employee Information Form will appear and you can add,
modify or delete employees. You can see the employees
already entered, in alphabetical order.
To Modify the
record of an employee, double-click on the name of the
employee (yellow field) and this will bring up that
employees form. Click the EDIT button to allow the
change, make changes and press the OK button when finished.
3. To add a new employee or user, press INSERT NEW
EMPLOYEE, you will enter all relevant information (address,
phone numbers, etc.).
4. For those employees who will
be using the system (the users), you need to give each a
user name & password, for logging onto the management
system.
From the Employee Information Screen, double
click on the name of the employee (as you would to modify a
record) to bring up the employee's form.
Click the EDIT
button.
Enter the user name. This is NOT case
sensitive. Press TAB or ENTER.
Enter the password
for this employee which is case sensitive. Press TAB
or ENTER.
Enter the Authority Code for this employee.
(Use O, not zero, for timeclock).
Press OK to complete
one employee record.
5. Provide an Authority Code for
every employee and user who will access the system.
The Authority Code will specify by letter (i.e. P for
Personnel/Payroll) what areas the user can access. Authority
Codes can be (but are not limited to) the following:
A =
Animal Hospital Functions * B = Accounts Receivable &
Business Functions C = Accounts Payable E = Basic Enhanced
Appointment Scheduler Access H = Work Hours/Employee
Scheduling I = Archived Invoice Access for Auditing and
Corrections K = Boarding/Grooming * M = Access to Mobile
Arrivals & Travel Sheets O = Basic Functions & Data Entry *
P = Practice Authority/Personnel Information/Payroll
Functions Q = Estimates (Entry & Standard), accessible under
Arrivals R = Clinical Reports/Analysis/Proformas/Enhanced
Reports S = Enhanced Scheduler Setup/Rotation T = Enhanced
Scheduler Read-Only Access V = Veterinarian Entry, Pricing
Functions, Estimates Under Vet Entry Y = Special Z = For
Accountant Only * - These codes should be on all users, for
general access to practice data
For Novice User: AKO
For Experienced: ABKO
For Doctors: ABKOVR
1. On the Menu, go to BUSINESS -> EMPLOYEES -> WEEKLY
HOURS.
2. In Employee Hours, double-click on an
employee (yellow fields), and in their Hours Information,
you can modify the hours, and also add hours.
3. To
Change the Hours or add a Clock-In or Clock-Out:
1. Click
on the EDIT button, to go into the edit mode, inpreparation
to change the employee's hours.
2. Click on the missing
time field. Each period should have a Time In AND a
Time Out.
3. Enter the correct time for this employee.
Press TAB or ENTER.
4. The new hours will be calculated.
5. Press the OK button.
4. To Add New Hours:
1. Click
on ADD HOURS button.
2. When the calendar appears, click
on the date to add.
3. Enter the times for Time In and
Time Out. Press ENTER after entering each time.
4.
Press the OK button.
You can now modify the information
on the next employee. If you are entering hours in order to
process payroll, complete the appropriate steps above and
then go to the
PAYROLL MODULE.