Finish setting up the employee

To finish setting up the employee you need:

• To set up an employee password

• To enter budgets for the employee (Practice Manager)

• To confirm that a cost rate has been set (Practice Manager)

To set up an employee password

1. Access the Main tab on the Employee page.

2. Click Change password on the Tasks bar.


The Change Employee Password window opens.

3. Enter the new password.

4. Enter the password again to confirm that you typed it correctly.

5. Click OK.

To enter budgets for the employee (Practice Manager)

1. Access the Budget tab on the Employee page.

2. Enter the Standard Hours to be worked in each month.

3. Enter the expected Chargeable Hours for the month.

4. The Standard Amount and Chargeable Amount fields fill automatically.

5. Click OK.

To confirm that a cost rate has been set (Practice Manager)

1. Access the Main tab on the Employee page.

2. Enter a cost rate in the Cost/Hr field if one is required by the practice.