Product Support

Editing Employees

Editing information for an employee that appears on any unposted orders will update the employee information on those orders.

  • This applies to unsaved counter sales and orders, saved counter sales, estimates, repair orders, and/or invoices.

  • Editing employee information does NOT affect posted orders or service history.


To change an employee record:

  1. Click Setup >> Employees.

  2. Click on the name of the desired employee.  Be sure the name is highlighted.

  3. Click Edit.

  4. In the Edit Employee pop-up box, type your chang(es) in the following fields:

  5. Employee ID: Required. Create an ID using letters, numbers or both.

  6. Employee Name: Required.  Enter first, last or both.

  7. Title: Optional.

  8. Extension: Optional.

  9. Roles: Required. Select Technician, Service Advisor or both.

  10. Salary Information: Optional. This may be used to calculate Labor Profit in future versions of ALLDATA® ManageSM .

    • Payment Type & Payment Amount:

      • Flat Rate: For hourly employees whose hours are calculated using the hours billed to the customer (rather than the actual hours worked).  Enter the hourly rate charged to the customer.

      • Hourly: For employees paid per hour worked.  Enter their hourly pay rate.

      • Salary:  For employees paid a set amount for a set time period.  Enter their salary amount.

        • Pay Period Hours: Full-time is typically 40 for one week, 80 for two weeks.

  11. Active:

    • Check the box for current employees who are available to be assigned to jobs.

    • Uncheck the box to deactive an employee.

  12. Click Submit.


See also: