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Add and Manage Company Employees

Add and Manage Company Employees

This guide shows you how to add, edit, delete, inactivate, and reactivate employees in CaseRM’s Accounting module, keeping your company records accurate and up to date.

Add employee

Go to Accounting.
In the left-side panel, select Employees.
Click Add employee.
Enter employee details, then click Save.

Edit employee

Go to Accounting.
In the left-side panel, select Employees.
Select an employee.
At the top-right, click Edit employee.
Make the necessary changes, then click Save.

Delete employee

Go to Accounting.
In the left-side panel, select Employees.
From the drop-down above the list, select All.
Select an inactive employee.
At the top-right, click Delete employee.
Click Delete to confirm.

Inactivate and reactivate employee

Go to Accounting.
In the left-side panel, select Employees.
Select an active employee.
Click the Active toggle Off to deactivate.
Click the toggle On to reactivate.

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