Register Company

This is where you register your Company Base and provide all the base information. You will be required to supply a Department identification for the company base even if you do not have a department for your company. This is because all accounting and billing information is keyed on departments.

New Location

Use this function to add company locations. Requires a Company Base Administrator to add a new location.

Update Company

Use this function to update information previously enter through Register Company.

Add Department

Use this function to add departments to the Company Base or Company Locations. If your company does not have departments, you must set up department identifications for use of the Dynamic Outsourcing System. If you have groups of personnel where you would like to see reporting and accounting information by these groups, consider adding a department for each group. Then register the users to the departments. Only one department is required if all your users will be in the same department. One department is created when your Company Base is registered (see Register Company).

Update Dept.

Use this to update information previously entered through Add Department.

Remove Dept.

Use this function to remove a department. If a department has current users assigned to it, you will be prompted before removal of the department. If you choose to proceed with the removal, all user assigned to that department will also be removed from the system. If you want to keep the users assigned to a department you want to remove, you should use the Transfer Users function first to transfer all the users you would like to remain registered to the system.

Transfer Dept.

Use this function to transfer a department. You can only transfer a department to be under another department ID. Of course, the department ID you transfer too, can be the Company Base department, any location department ID, or any department within your company. The department you transfer  will be under that department you transfer too in the hierarchy .

Add Users

Use this function to add new company users to the system. If the registration encounters an error, an error page will be displayed. If there are no errors and the registration is successful, you will be returned to the Add Users page with and empty form ready for another user registration.

The registered users will receive an e-mail with their logon username and password. They will not be sent their Account ID which they will also need to logon to the system. If they do not know their Account ID, the e-mail instructs them to check with their Department Manager or their Administrator. The Account ID is not sent in the e-mail for security purposes.

Update Users

Use this to update information previously entered through Add Users.

Remove Users

Use this function to remove a user from the system. You can recursively invoke this function to remove multiple users.

Transfer Users

Use this function to transfer a user to another department. You can recursively invoke this function to transfer multiple users.