Creating and Editing an Employee Record

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

 

Accounting > Maintenance > Employees

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

Within the Employee Record:

1. Within the Employee tab, input the Employee Number.

∟ The Employee Number is dealer-defined.

2. Input the First, Middle, and Last name.

3. Input the Log in Email.

4. Select the [Companies] button from the Action Ribbon to open the Employee Companies window.

5. Mark the Accessible checkbox for each company the employee has access to and mark one company as the default.

6. Click [OK].

7. Input any additional information as needed.

• Mark the Include in Lists checkbox to make this employee selectable from various dropdown lists.

• To give access to users who manage technician records, you can update a Role or an employee record.  Navigate to Accounting > Maintenance > Employee.

  Employee Record

  1. Select the employee record
  2. Click the permissions tab.
  3. Under Effective Permissions expand Service > Maintenance.
  4. Check Tech Management.
  5. Save the Record.
  6. Note: if multiple companies exist, repeat for each company.

8. Click the [Save] button in the Action Ribbon.

9. Click the [Yes] button when prompted to "Create Customer for this Employee?".

10. If your dealership uses the VUE Payroll module, click the [Yes] button when prompted to "Create Payroll Employee for this Employee" to attach the Employee information in the Accounting module to the Payroll module Employee information record.

 

*** Remember to have your new employee register in DDU for eLearning courses and webinars for their role. The instructions to register are found here.

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