Overview

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Each employee has an Employee page where all their information is stored and where you can edit the employee’s details.

You can change the employee’s name or code using the Amend Employee Name window. Other details are amended using appropriate tabs on the Employee page.

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title	To edit an employee’s name/code

Find and open the employee. See Finding and opening employee records. The Employee page opens on the Main tab by default.
Click Edit employee details on the TASKS Tasks bar. The Amend Employee Name window opens.
Overtype the information you want to change.
Click OK. The Amend Employee Name window closes.
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is displayed if you enter a code that is already in use for another employee.
Click OK to save and close the Employee page.

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title	To change other employee details

Find and open the employee. See Finding and opening employee records. The Employee page opens on the Main tab by default.
Select the tab(s) containing the information you want to edit and make your changes within the tab.
Click OK. The Employee page is saved and closed.

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Finding and opening employee records

Deleting employees

Changing an employee’s password

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics