Employees are users of Blaq and will usually be your company's staff, but you can also add people from outside your company (eg. a bookkeeper) who needs access to your Blaq system.

As well as adding people who will be using Blaq, you can also add people who need to be shown in Blaq. For example, you can add details for people who will be working on jobs, even if they won't actually be using Blaq themselves. You need to add at least one user.

Once you've created a user, you should set their access rights to determine which parts of Blaq they will be allowed to use.

Employee

• Name - the full name of the employee.
• Code - a unique alpha-numeric code to identify the employee. The first character must be a letter.
• Account - default contact account. When a user creates a new contact in the CRM Contacts section, this is the default account the contact is assigned to.
• Hourly Rate - the value of this employee's work per hour. This is the value of the work to the company, used with the employee's time sheet when calculating the cost of a job.
• Default Product - the default product used for time sheet work for this employee.

Employment Details

• Position - the employee's job title, eg. Sales Rep.
• Employee Types - the staff fields an employee will appear in for transactions.
• Branch - the branch the employee works at.
• Department - the department the employee is based in.
• Status - the employee's employment status. Set the status to 'Terminated' to prevent the user being able to log in. Once terminated, an employee's status cannot be changed.
• Start Date - the date the employee commenced employment.
• Termination Date - the date the employee ceased employment.
• Reason - the reason this employee ceased employment.

General Access

• Sales Transactions - the sales transactions the employee can view. If an employee is given access to sales transactions, you can limit which transactions they can view. You can allow them to view transactions from their branch or all branches, and just transactions they are the Sales Rep for or all regardless of the Sales Rep.
• Purchasing Transactions - the purchasing transactions the employee can view. If an employee is given access to purchasing transactions, you can limit which transactions they can view. You can allow them to view transactions from their branch or all branches, and just transactions they are the Sales Rep for or all regardless of the Sales Rep.
• Transaction Pricing - the transaction pricing the employee can view.
• Accounts - the accounts the employee can access for transactions.
• Reports - the levels of reports the employee can access. Blaq Reports and Templates are given access levels. This determines those the employee can access in the transactions and reports module.
• Report Employees - the employees selectable for reports.

Login Information

• E-mail - used for logging in to Blaq and when emails are sent from Blaq.
• Password - passwords are case-sensitive. You can change an employee password here.
• Password Changed - the date the password was last changed.
• Logout - logout the user after this period of inactivity.
• Last Access - the date/time of last access.
• Remote Login - whether logins from outside the branch are permitted.

Personal Information

• Date of Birth - the employee's date of birth.
• Marital Status - the employee's marital status.
• Previous Name - a previous name of the employee.
• Next Of Kin - a person to contact in emergencies
• Next Of Kin Phone - the phone number for the employee's emergency contact.

Payroll Details

• Payment Currency - the default currency this employee is paid in.
• Payment Frequency - how often the employee is paid.
• Normal Hours - the normal hours worked per above payment.
• Payment Basis - the time period the pay rate is based upon.
• Normal Rate - the pay rate per pay basis.

Home Address

• The employee's home address.