New Employee Setup (Non-Payroll Customers)

Related Documents

Employee Pay Rates

Labor Allocation Resource Drop - Down Setup

Sales & Service Resource Setup

Operator Setup

Technician Teams Setup

1. Add a New Employee

From the Payroll tab, select Employees. At the bottom of the screen, click the New button. 

Key in the employee's information.  

ID: Employee # (if the employee will be using the Nexsyis Time Clock, this will be their clock-in #)

Last Name

First Name

Middle (optional)

Preferred Name: If the employee uses a nickname

Status: Active

Pay Cycle

Hire Date

Employment Location

Supervisor: If using the Nexsyis Time Clock, this person will have permission to approve the employee's Time

Is a Supervisor: if the employee is a supervisor, check this box. They will then show in the Supervisor drop-down for other employees.

Click Save. 

2. Set up Employee Job/Pay Rate

Note the "Rates" button. Once you save the employee, you should go back in and set up the employee's rate to set up the employee's job and pay rate. You can do this from this button or by selecting Pay Rates from the Payroll tab. See this help document for more information Employee Pay Rates. 

3. Set up the Employee as a Sales and Service Resource, Technician Resource, or Assign to a Team

See these documents for instructions on making the employee available to be selected as a Sales/Service Resource, Technician Resource, Assign to a Team.

4. Set up Employee with an Operator Log In

If you would like the employee to be able to log into the Nexsyis desktop or mobile application, you will need to set them up as an Operator. Follow these instructions: Operator Setup