In this article we will cover how a FieldCentral user would add an employee within the People section of their account Settings.
Knowing how to add (and edit) those listed as employees with your FieldCentral web account is key to ensuring that the appropriate technicians/crews/helpers show as available within the Field App. Additionally, this will help ensure accurate billing of your customers for services rendered.
Once you have logged into your FieldCentral web account, navigate to the Settings page either via the Main Menu or the quick access panel on the left hand side of the page.
Select “People”.
Within People settings, we will be focused on the Employee section.
Here is where users will create the list of employees available within the field.
To add an employee, click the green plus button within the Employees Section.
If you are wanting to add an employee who also has a user account, users would click on the drop down menu and select them from the user list.
If you are wanting to add an employee that does not have their own user account, click on the drop down menu and select “Employee only”.
Once this selection is made, continue to fill in the following information.
If connecting to QuickBooks for timesheets/payroll, the employees full name as it appears in QuickBooks will need to be provided within the “QuickBooks FullName” field.
Cost per hour is how much the employee costs the company per hour.
If the employees labor rate is different than the default hourly rate then users will provide a “Rate per hour”.
*”Invoice Description” field is a placeholder for a future functionality.
Payroll Type ties into the payroll Item as defined within QuickBooks to determine how much the employee is paid per hour.
To prevent unaccounted for time, you are able to set up “Off the clock after (minutes)”. Meaning if an employees/crews time is not being calculated by any function (drive time, visit, lunch, etc) they will automatically be clocked out after this number of minutes.
- Use the Active/Inactive toggle to determine the employees status.
- “Taxable” should be left on if the company changes sales tax.
- “To Field” allows this employee to be seen in the crew options within the field app.
- “Billable drive time” should be left on if the company changes for drive time.
Once all appropriate information has been entered, the user will click “Create”.
It is important to stay on top of your current employee list with those who are active/inactive and those that should be available in the field to add to a crew to ensure accurate data of employee time and costs associated with a visit.