Create a New Employee, Update or Delete Employees

Create a New Employee, Update or Delete Employees

Creating a New Employee


Select Employee from the File Maintenance menu.




Press Copy Employee on an employee who has similar access levels to the employee you want to create







Change the Name and the Username to the new user's details.

You can also add in an email address so if the password is forgotten it is easy to get the password reset. However this is not mandatory. 

Create a Password and tell the user this password

Change the Password Expiry to the date you're creating the user on
(This will ensure the user is asked to change their password the first time they log on)


  • Name - full name of employee
  • Username - set up as required - best to use first initial and surname (minimum 5 letters required)
  • Email Address - not mandatory but if password is forgotten you can reset if email address is entered. 

  • Password - enter a password which is made up of upper and lower case letters, at least one digit and one special character. 
  • Confirm Password - re-enter password
(we would suggest adding in Password1! as the temporary password which you expire on the day so that the user can create a password of their choice)

  • Password Expiry - the date you create the password so the user can create their own password. This will reset once a new password has been created. 
  • Clink insert at the bottom for the user to be added to the back office. 

Go back into the employee by clicking edit and update any permissions required. 

Untick or tick any main menu programs and then click into permissions to ensure the individual programs are ticked that require access. 






Check the Privileges and Menu Level Access Options are set up and correct for that particular user


Press Insert to add the employee.

Updating an Employee


To provide access to additional programs or a menu option not currently available to the user, you will need to edit the user profile. 



If adding a program then you need to click into the edit permissions for where the program sits. 

Tick the program and apply changes. 

If you are providing access to a new menu option, you need to tick the option, then go into the edit permissions to provide the different programs the user needs. 




Removing an Employee


Employees cannot be deleted from the back office for Audit Trail purposes, instead ensure a leaving date is set against the employee record. This will block the user from logging in to the system.








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