Add or Edit an Existing Employee in Rapid ERP

In Rapid ERP, employees can be added through the Human Resources module. This guide outlines the steps required to add a new employee record.

1. Navigate to the Employee Section

• Go to Human Resources > Employees.

2. Open the Add Employee Window

• Right-click anywhere in the left-hand grid. (Another option is to click on Employee at the top left corner of the menu options).
• Select Add Employee from the context menu. 

3. Enter Employee Information

• A new window will open for entering employee details.
• Select the employee type. Employees can have more than one type; check all that apply (e.g., an employee can be both a mechanic and an operator). Note: Only system role types can be assigned to jobs or quotes. For more information on role types, visit Employee Types and Roles
• Tab through each field to enter the employee's information.

4. Required Fields

To save the employee record, the following fields must be completed:

• Employee Type

• First Name

• Last Name

• Yard the employee works out of

5. Assign Restrictions and Permits

In the tabs at the bottom of the Add/Edit Employee window, use the following options:

• Inoperable Equipment – prevents assignment to specific equipment

• Ban Assignment – blocks assignment to certain jobsites or specific clients

• Assign Permits – links required permits to the employee profile

6. Save the Record

Once the required information is filled in, click Save.
After saving, additional fields will become available to enter the employee’s Address and Phone Number(s).

NOTE: 

The next step will be to create a user for the employees who need access to Rapid ERP or Rapid On The Go!
For information on how to do that, visit How to Create a User in Rapid ERP