Learn how to track general information about an employee such as social security number, occupation and trade.

1. On the Site Map screen, click Human Resources > Employees > Employees.
2. Enter an Employee code, and then select the Main link on the Info Bar to open the Employee Main Properties screen.
   1. Click the Pay Rates link on the Info Bar to edit employee financial settings, including salary/hourly rates, previous pay rates, and special pay rates. Additionally, the employee's pay totals display; changes cannot be made to this information.
   2. Click the Tax Setup link on the Info Bar to edit employee tax settings, including Federal, resident state, permanent work state, and so forth. Additionally, this window can be used to change filing status as well as established temporary work tax codes.
   3. Click the Notes link on the Info Bar to enter notes pertaining to the employee. Any notes previously added to the software for this employee will display.
   4. Click the Item Tracking link on the Info Bar to view all company-owned items currently issued to the employee. Additionally, this window can be used to issue items to the employee, return items issued to the employee, and view the employee's item tracking history.
   5. Click the Image link on the Info Bar to access Document Imaging. This feature is only available if you have the Document Imaging module installed on your system.
   6. Click the Civil/Legal/Other link on the Info Bar to edit and add civil/legal/other leave taken by the employee.