From the Accounts Receivable screen, select the Maintenance menu and then Staff.
At the Staff screen, click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter a unique ID for the staff member in the Staff ID field. The ID can be alphanumeric and up to 10 characters long (no spaces).
Note: To have the system automatically assign the ID using the first 10 characters (letters only) of the name entered in the Last Name field, leave the ID field blank; once the record is saved, the ID will be assigned.
Select the Active field to stipulate the staff member is currently active and used by the district. A checkmark will appear in the box if the field is selected. When adding a new staff member, the Active field is selected by default.
Enter the ID of the customer to which the staff member belongs in the Customer ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Enter the last name of the staff member in the Last Name field. The last name can be up to 40 characters long.
Enter the first name of the staff member in the First Name field. The first name can be up to 30 characters long.
Enter any additional information to track for the staff member in the Comments field, if desired. The comment can be up to 1,000 characters long.
Click the Save button to save the new staff member.