Contact Info (V8.3 and Higher)

This function allows users and administrators to set up the home address associated with an employee record. This is primarily necessary for Global ACH processing purposes, but can be used to just store an employee address.

To enable the Contact Info tab on an employee record:

1. From Administrator menu expand the Security → Role Manager links

2. Select an administrator role that should have access to this function by checking the checkbox on the left of the role

3. In the bottom window pane click on the Accesses tab

4. Click Add

5. In the Access Select pop-up window find and select the following option under the Organization group name Organization Employee Contact Info

Open

6. Click Ok to copy the selection

Once the Contact Info field has been added to the security access rights, it will appear in Admin menu Organization → Employee record screen. You may need to close the admin window and re-open it again if it does not appear.

Open

Add the Address 1, Address 2, City, State, Zip, Country, Home Phone, Cell Phone details as applicable and press Save.