Employees are a vital part of any company and organization. The feature within the Web3Box CRM is not just for adding basic information about the employees, but a more complex interface with many other elements.
In order to add a new employee, go to ‘My Company’, then ‘Manage Employees.
Click on the ‘Add Employee’ tab to create a new entry. Fill out the required fields, marked with an asterisk for your convenience.
Additional fields are also recommended to be filled out, in order to have a better overview of the employee.
If the employee is eligible for commissions, you may check the box toward the bottom of the page. Of course, if this is a new employee, you may not know the eligibility for commissions and/or bonuses, however this can be changed later on.
Use the Timekeeping section to check the employee in for the workshift on this same page.
Before saving, assign the employee to a certain group.
Add and edit the employee(s), as well as add custom fields, based on your company’s needs.
All this and more can be found in your Web3Box CRM.