Add Employee Worksheet

Add Employee Worksheet

To add a new employee worksheet record, you will need to go to the related Job record and click on the Add Employee Worksheet action button. The Install Lead field on the Job record must have a value entered in order for the Employee Worksheet record to be created successfully.

Once the Employee Worksheet is created, the Install Lead will be set as the Owner of the Employee Worksheet and will also be added as the Lead Installer in the Payroll Breakdown section. The Item Rates from the Install Lead's Employee record will be copied over to the Employee Worksheet Item Worksheet entry form.

If you need more guidance on how to add a new employee worksheet record, you can refer to the overview videos provided below for adding an Employee Worksheet record from the app and desktop.

Add Employee Worksheet - App



Add Employee Worksheet - Desktop








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