Employees
Employees can be Estimators, Laborers or even Project Managers or Foremen. It is advisable to enter all your employees into On-Screen Takeoff so they are available in all bids. You can Import an Employee List which makes adding a breeze.
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Additional Information: See Importing Employee Lists for more information. |
To access the Employee dialog box, click Master > Employees or click the Lookup button 
on the Cover Sheet for Estimator.
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NOTE: When opened from the Master menu, the Employee dialog will not have the Select button available. This is the only difference between to two dialogs. |
The Employee Detail dialog appears. This is where you enter your new employee's information.
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NOTE: When you create a new employee record, you must enter a first name, last name and a unique employee number for that employee. All other fields in the Employee Detail dialog are optional. |
After you are finished filling in the information, click OK.
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Additional Information: See Setting Employee Access Levels for information on using On-Screen Takeoff's built-in security. |
