Implementation Plan - 01 - Employees (HR) and Users (Settings)

Employees are added first in the HR module then set up as Users in Settings | Company Settings | Users.

02.1 - HR Module | Employees

Step	Task Description	Help Topic	Training Video(s)	Application Form
1	Review Existing Employees in HR Module	View		Listing
2	Option A: Add Employees Manually	View		Form
	Option B: Import From Microsoft Excel	View		Form
	Option C: Once installed and setup, AccountingLink utilities can be used to import active employees from the accounting system.	View

02.2 - Add Active Employees as Users in Settings (gear icon) | Company Settings | Users

Step	Task Description	Help Topic	Training Video	Application Form
1	Review Existing Users in Company Settings | Users	View		Listing
2	Add Active Employee as User	View	View	Form