Adding a new employee to the system is done in three steps:
Add employee master record
Create Team Xpress account
Create eClock account
Add new employee master record
On the main screen, click Employees. Note that this may be called something else in your system, such as Staff, Guards, Nurses, etc.
Click the green plus sign at the top of the page, and then fill in the white boxes on the right. You need all the fields on the General tab. Optionally you could fill in additional fields on the other tabs. Usually you will want the phone number and email address on the Contacts tab.
Save the record using the blue diskette.
Create the Team Xpress account
The employee needs a Team Xpress account if they will use the Team Xpress app, or if they will be calling a Voice Xpress phone number to check in and out of their shifts.
On the main screen, click on the Configuration menu at the top of the page, then Custom Programs, then Create Team Xpress Accounts. Note that this might be called something slightly different on your system.
On the next page,click the Add All button in the middle of the page. The program will attempt to create an account for every active employee. It is okay to Add All, because the program will skip employees who already have an account.
The program will generate passwords on its own. You can see the passwords by scrolling the window to the right.
Press the Generate button. Accounts will be created, and a window will show you the results. You will see that accounts will not be created for employees who already have accounts.
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