Employees are the people you employ to perform work for customers Corporations or individuals for whom services or products are provided. ServiceCEO tracks customers' address and contact data, billing information, and scheduled appointments.. The Employee List is a comprehensive listing of the employees in the system.
You can control what employees appear on the main employee list in two ways:
Filter A Filter limits what data is displayed on a particular page based on criteria that you define.. For details, see the Filter Overview section.
Tabs. By default, the All tab is selected, displaying all employees in ServiceCEO. To limit the employees by tabs, click one of the tabs at the bottom of the page; only employees whose last name starts with one of the letters or numbers you selected will appear. For example, in the above screenshot, if you select the PQRS tab, only Mike Rogers, Ricky Roma, Takeo Spikes and Thomas Pynchon appear.
To open an employee record, double-click it. An employee record details the employee’s general administrative information, such as their address, phone, and social security numbers. In addition, the record also contains the employee’s personnel file, payroll information, emergency contacts, available work hours, skill sets, and any resources or equipment the employee has signed out.
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