An employee profile consists of general personal information (e.g. name, address, telephone number, etc.), and security privileges. Once activated, an employee profile allows the employee to work within My Vision Express using their own login ID and password.
• Employee profile is used in the following:
To allow them to log into the application
Keep track of patient’s they enter
Keep track of order’s they enter
Keep track of order’s charges and payments they enter
Keep track of inventory they enter
You can generate Reports to see the percentage of order’s generated, or each order generated by an
employee.
• Creating or updating an employee profiles:
1. Follow the menu sequence … File | Setup | Employees.
2. In the Employees Screen click the Add Button located on the top right part of the screen to add a new employee to the system.
3. Enter the corresponding employee information appropriately in the text fields provided on the lower portion of the screen.
4. Addresses for the employee are recorded and stored with their profile. The city and state are automatically generated when a valid postal code (i.e. a postal code the system recognizes) is entered. If the city and state pop up incorrectly, they can be manually overridden.
5. Enter other personal information such as email address, Social Security number etc.
6. Select and Enter a User ID and Password for the employee. By default, the Active User Checkbox is checked to tell My Vision Express that the User ID and password are valid and ready for use. To change a User ID/password, highlight the existing User ID/password and type over it. If the Active Checkbox is unchecked, the employee will not be able to log into the application. The employees that will be using My Vision Express must have User ID and password assigned to them.
7. If the employee is allowed to Price Adjust when entering an order check the Price Adjust Checkbox. It is checked by default.
8. Select the Security group this employee belongs to. This assigns employee security access to functions that this security group has access to. In other words, the Employee inherits the security rights of the security group they belong to. For more information in setting up security groups, please refer to the topic on Company Information.
9. At least one employee should be defined as Administrator and must be Active. To make an employee an Administrator, check the Administrator Checkbox under the SSN text field. Employees with Administrator rights have the options to delete patients, orders, change payments etc.
10. If you pay commissions to employees and the commissions are based on the gross or margin percentage amount sale then specify the commission information here. If you are specifying the same commission values for all employees then specify those values in the commission structure section and then associate the commission structure with the employee record or you can directly enter the commission values in the employee record. For further information about Commission see the topic on Commission Structure.
11. If you would like to add another Employee go to step 2, otherwise click Save then Close from the menu toolbar. Failure to perform this final step may result in a loss of work.
NOTE: To learn about sending employee messages see the section on Employee Messages.
See Also: