Would you rather see a short video? <\/h4>\n\nCheck out the video <\/strong>which is entitled:\n Setting up an employee record<\/span>\n<\/a> (YouTube channel)<\/h4>\n\nFirst, select the Configuration<\/strong> icon in the main menu at the top of the screen. Then, new options will appear and you can click on the Employees<\/strong> icon located in the left menu. This will give you access to the : <\/p>\n\n“Add an employee<\/strong>” ** This feature is reserved for super-users <\/p>\n\n<\/div>\n\n![\"Set](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-25.png\")
<\/figure>\n\nAfter this first step, several tabs will be displayed. The most important ones to configure the employee’s file are: info, menus, preferences, advanced configuration, rates and schedule.<\/p>\n\n![\"The](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-26.png\")
<\/figure>\n\nTab : Infos<\/strong><\/h2>\n\n\n\n\n\nThe tab -Info- corresponds to the personal information of the employee. First, fill in the fields that are most relevant to you. Next, it is important to create a username<\/strong> and password <\/strong>for your employee. Thus, he will have access to his Collabox account. <\/p>\n\n\n\nPlease note that the superuser is the only person who can give access to employee accounts.<\/p>\n<\/div>\n\n\n\n
\n![\"Collabox](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-27.png\")
<\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\nTab: Menus<\/h2>\n\n
The second tab, -Menus-<\/strong>, allows the super-user to select the Collabox accesses he will grant to his employee. Thus, he will be able to choose between the following modules, according to his needs:<\/p>\n\n- Timesheet<\/strong><\/li>
- Billing and accounting<\/strong><\/li>
- Contacts<\/strong><\/li>
- Management<\/strong><\/li>
- Agenda<\/strong><\/li>
- Dashboard<\/strong><\/li>
- Configuration<\/strong><\/li>
- Tools<\/strong><\/li><\/ul>\n\n
For each of them, a series of specific assignments are possible depending on the needs of the employee. These include the \n expense entry<\/a>\n<\/strong> in the timesheet, access to vacation reporting, administration of the customer contact record, the employee’s personal calendar and the creation of custom fields.<\/p>\n\n<\/p>\n\n![\"Employee](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/02\/www.doc.collabox.com_cbx_configuration_modifemploye_options-533x1024.png\")
<\/figure>\n\nTab: Preferences <\/h2>\n\n
The third tab, -Preferences-<\/strong>, has several items related to work habits and alerts. Among the elements to check are the granting of the choice of the type of timesheet<\/a> to be <\/strong>used, the selection of \n types of notifications and alerts<\/a>\n<\/strong> that the employee will receive based on their assignments to projects and tasks, as well as important related permissions related to \n the opportunity table<\/a>\n<\/strong>.<\/p>\n\nIn addition, it is in this tab that you will be able to configure your smtp<\/strong> and imap<\/strong> to manage the sending and receiving of emails via the Collabox. To take advantage of these functions, please contact us <\/strong>\n contact by email or by phone<\/strong>\n<\/a>.<\/p>\n\n![\"Employee](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/02\/configuration-modification-employe-preferances-653x1024.png\")
<\/figure>\n\nTab: Advanced configuration<\/h2>\n\n
On the other hand, the tab -Advanced configuration-<\/strong> allows certain users to administer other employees, as in the case of a project manager. Thus, this tab is not exclusive to the super-user. Other types of authorizations, such as those associated with the company’s accounting and financial management<\/a>, including viewing, locking and unlocking invoices, adding payments or administering products, are also possible. The following is a list of modules with specific assignments available:<\/p>\n\n- Timesheet<\/strong><\/li>
- Parking meter<\/strong><\/li>
- Tasks<\/strong><\/li>
- Projects<\/strong><\/li>
- Accounting<\/strong><\/li>
- Agenda<\/strong><\/li>
- Contacts<\/strong><\/li><\/ul>\n\n
![\"Employee](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-30-1024x506.png\")
<\/figure>\n\nTab : Rates<\/h2>\n\n
The -Rates- tab contains the employee’s payroll and expense information. First, the salary can be established (cost and sales), and then the mileage rate conditions can be set. In addition, you can configure the information of the payroll system, as well as the rates for the various leaves (vacations, sickness, health), all according to your needs.<\/p>\n\n![\"Employee](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-32-1024x748.png\")
<\/figure>\n\nTab: Schedule<\/h2>\n\n
Finally, the tab -Schedule-<\/strong>, is the last one to use to configure an employee. It is used to establish the start and end times of the day, as well as break and lunch times. These items must be entered correctly, as they will have a direct effect on the timesheet, primarily in the“full day<\/a>” box.<\/p>\n\nTo add banks of hours, a box has been specially designed for this purpose. If you need help with the configuration of the banks or if you have other questions or specific requests, please contact us \n \n by email or by phone<\/strong>\n <\/a>\n<\/strong>. We can then help you configure your Collabox to meet your needs.<\/p>\n\n
First, select the Configuration<\/strong> icon in the main menu at the top of the screen. Then, new options will appear and you can click on the Employees<\/strong> icon located in the left menu. This will give you access to the : <\/p>\n\n “Add an employee<\/strong>” ** This feature is reserved for super-users <\/p>\n\n After this first step, several tabs will be displayed. The most important ones to configure the employee’s file are: info, menus, preferences, advanced configuration, rates and schedule.<\/p>\n\n The tab -Info- corresponds to the personal information of the employee. First, fill in the fields that are most relevant to you. Next, it is important to create a username<\/strong> and password <\/strong>for your employee. Thus, he will have access to his Collabox account. <\/p>\n\n\n\n Please note that the superuser is the only person who can give access to employee accounts.<\/p>\n<\/div>\n\n\n\n The second tab, -Menus-<\/strong>, allows the super-user to select the Collabox accesses he will grant to his employee. Thus, he will be able to choose between the following modules, according to his needs:<\/p>\n\n For each of them, a series of specific assignments are possible depending on the needs of the employee. These include the \n expense entry<\/a>\n<\/strong> in the timesheet, access to vacation reporting, administration of the customer contact record, the employee’s personal calendar and the creation of custom fields.<\/p>\n\n <\/p>\n\n The third tab, -Preferences-<\/strong>, has several items related to work habits and alerts. Among the elements to check are the granting of the choice of the type of timesheet<\/a> to be <\/strong>used, the selection of \n types of notifications and alerts<\/a>\n<\/strong> that the employee will receive based on their assignments to projects and tasks, as well as important related permissions related to \n the opportunity table<\/a>\n<\/strong>.<\/p>\n\n In addition, it is in this tab that you will be able to configure your smtp<\/strong> and imap<\/strong> to manage the sending and receiving of emails via the Collabox. To take advantage of these functions, please contact us <\/strong>\n contact by email or by phone<\/strong>\n<\/a>.<\/p>\n\n On the other hand, the tab -Advanced configuration-<\/strong> allows certain users to administer other employees, as in the case of a project manager. Thus, this tab is not exclusive to the super-user. Other types of authorizations, such as those associated with the company’s accounting and financial management<\/a>, including viewing, locking and unlocking invoices, adding payments or administering products, are also possible. The following is a list of modules with specific assignments available:<\/p>\n\n The -Rates- tab contains the employee’s payroll and expense information. First, the salary can be established (cost and sales), and then the mileage rate conditions can be set. In addition, you can configure the information of the payroll system, as well as the rates for the various leaves (vacations, sickness, health), all according to your needs.<\/p>\n\n Finally, the tab -Schedule-<\/strong>, is the last one to use to configure an employee. It is used to establish the start and end times of the day, as well as break and lunch times. These items must be entered correctly, as they will have a direct effect on the timesheet, primarily in the“full day<\/a>” box.<\/p>\n\n To add banks of hours, a box has been specially designed for this purpose. If you need help with the configuration of the banks or if you have other questions or specific requests, please contact us \n \n by email or by phone<\/strong>\n <\/a>\n<\/strong>. We can then help you configure your Collabox to meet your needs.<\/p>\n\n<\/figure>\n\n<\/figure>\n\nTab : Infos<\/strong><\/h2>\n\n
<\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n\nTab: Menus<\/h2>\n\n
<\/figure>\n\nTab: Preferences <\/h2>\n\n
<\/figure>\n\nTab: Advanced configuration<\/h2>\n\n
<\/figure>\n\nTab : Rates<\/h2>\n\n
<\/figure>\n\nTab: Schedule<\/h2>\n\n
![\"Employee](\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2021\/12\/image-34.png\")
<\/figure>\n\n