Employee Input Fields

Employee Input Fields Explained

Password

Please remember to give each employee a Password and link them to a Security Group. Employees can change their passwords at a later date by going to Employee > Change My Password.

How can I reset my lost password?

On the log in screen, double-click the SI+ logo. It will now ask for a day pass. Please contact Smart IT to get the day pass.

After you type in the day pass you can go to employees and change the password.

Security Group

Each employee must belong to a Security Group

Employee Email Address

Will be used to email his pay slip.

Fingerprint Registration

Fingerprints in SI (Smart-It) are utilized primarily for employee identification and attendance tracking. Employees can register their fingerprints for clocking in and out of work.

The locations where fingerprints are utilized include:

1. Employee Registration: In the employee form where fingerprints are enrolled.

2. Clock In/Out Module: Employees can use their fingerprints to clock in and out when entering or leaving the workplace.

At  Login

At Login

You can set up which forms should automatically open when the employee logs in.

•Open Invoice Checkbox: Check this if the Invoice form must open after login.

•Open Only Invoice Checkbox: Tick this if you want to disable the menu options.

•Open Dashboard Checkbox: Check this if the employee has permission to see the dashboard.

•Open Touch Invoice: Tick this if the Touch Invoice must open automatically after login.

•Open Only Touch Invoice Checkbox: Check this if the Touch Invoice must open automatically after login and you want to disable the rest of the menu options.

Auto Logout

Auto Logout

Enable automatic logout for employees after X minutes of inactivity.

•Employees will be logged out automatically after the set inactivity period.

•Configure the logout duration and choose whether open forms should close in the Employee Options form.

Info Block Fields

Employee Input Fields Explained

Employee Default Branch

Select the Branch to which this employee belongs. This option is used in conjunction with the multi-warehousing module. If this employee does any invoicing, journal entries etc. this branch will be selected by default.

Employee Warehouse

Select the warehouse this employee belongs to.

Customer Conversation About

If you add a conversation in the Main Customer Form the About Column will automatically reflect this selection for this employee.

Set the About fields in Company > Extra >Table Maintenance

Minimum Price Level

Minimum Price Level

Select the minimum price the employee is allowed to give on invoices, quotes etc.

See also Price Options