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Create Contacts / Employees

This tutorial guides you through creating and configuring a contact/ employee in WorkTraq.

1. Open Company Menu

Click the Company menu to access company-related options and settings.

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2. Navigate to the Contacts Section

Click Contacts to view and manage the list of contacts associated with the company.

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3. Initiate New Contact Creation

Click the plus icon to start creating a new contact record.

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4. Input New Contact Details

Enter contact's info, including: first name, last name, direct dial, mobile, email, etc...

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5. Add Contact Address

Under the "Address" tab, click the plus icon to start adding a new address for the contact. This information can be left blank if unknown.

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6. Add Address Info

A new line will add into Address table, enter the contact's address

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7. Set Default Address

Click Default Address to designate this as the primary address for correspondence.

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8. Unsubscribe

Select 'Unsubscribe' if the contact does not want to receive the company's newsletter.

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9. Back to Contact's Company

Click on the underlined 'Company' to navigate back to company configurations.

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10. Custom Contact Info

Under the Company -> Contacts tab, you are able to update related contact details.

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11. Company Billing Contact

Select the Billing Contact if the individual wishes to receive invoices. You can choose multiple billing contacts as needed.

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12. Inactive Contact

Select "Inactive" if the contact is no longer with the company.

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13. Delete Contact

Click the delete icon to remove the contact from the company.

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14. Open Contact Detail

Click the arrow icon to view the contact details.

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15. Create a new employee

The process for creating a new contact is similar; however, contacts created under your company (as opposed to a customer company) are considered employees. The key difference between regular contacts and employees is that employees can sign in to the WorkTraq system and have their working hours tracked for payroll purposes.

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16. Set up Employee Password

Under 'User Prefs', you can set up login passwords for your employees, which are used for the Worktraq system login.

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17. View Working Hours

Click on "Working & Holidays" to view the working hours for the current pay period and review time logs.

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You have successfully created and configured a new contact in WorkTraq, including personal details, addresses, and preferences.

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