Administration Module

Intro to Admin from Sammy Hale on Vimeo.

  • Employee Center allows the administrator to:
    • Add/Edit a User
    • Add Employees Person Information
    • Add Employees Address/Contact Data
    • Add Employees Payroll and Compensation
    • Add Employees State Taxes
    • Edit Time Clock Entries
    • Enter Employees Vacation
    • Enter Employees Sick Days
    • Set Primary Security Protocols
    • Set Employee Center Protocols
    • Set Work Order Protocols
    • And assign E-Mail/Messenger notification.
    • View Employee Tracking History
    • View Training History
    • View Assigned Training Classes
  • Work With Contacts/Customers (The Master Contact List) allows the user to:
    • Enter Customer/Vendor Information
    • Select Contact Type (i.e. Vendor, Customer, Repair Station etc)
    • Type of Business
    • International Company
    • Credit Hold Status
    • Contract Vendor Information:
      • Services the vendor can provide
      • Ratings
      • Station Number
      • FAA Number
      • Date of Last Survey
      • Date of Next Survey
      • and Scan the Survey Evaluation Form directly into the system
    • Enter Customer/Vendor Billing/Shipping Address
    • Vendor Notes
    • All items that have been ordered from contact
    • All work orders received from contact
  • Company Calendar allows the users to:
    • Place events on the company calendar such as vacations, trades shows, etc.
  • Company Data allows the administrator to:
    • Add Pay Period information
    • E-Mail SMTP/Port Settings and Passwords for Automated E-Mail Notifications
    • Company Notes
    • Vacation and Sick Day Accrual Policy
    • 8130 Block 13 Generic Statements
    • Change Database Connections
    • Enter Local Sales Tax Information for invoices
    • Adjust setings for Work Order Number and System Control
    • Change default facility and stock room
    • Determine if notifications will be sent by Messenger, E-Mail or Both.
  • Select Skin allows the user to:
    • Change the skin of the software to make it a more personal experience for each user
  • Create Invoice Allows the user to create an invoice

 

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