If an Admin user then set the required option: Account Manager, Compliance Manager or Compliance and Account.
If a Manager or Base user, you have the option for Site Invoicing.
Set the Default Field Landing Page: Scheduled (Default).
Scroll down and click the Add button.
Given Names, Surname
Enter the user's full name.
Enter a username (min. 4 - max. 36 characters) and click the Check Availability button to ensure it is a unique username.
Special characters such as @ # $ % [ ] " ' - are accepted, which allows for email addresses to be used as a username.
Password, Confirm Password
Enter a password (min. 6 characters) and repeat to confirm the password.
Special characters including";@#*(-) can be used.
Phone, Fax, Mobile, Email Address,
Alternative Email Address
Enter contact details. Mobile and email address are used for system generated notifications.
Select an appropriate position from the list.
Please note this list is configured in Site Admin > Service > Options > User/Contact Positions.
Address Line 1, Address Line 2,
City, State, Postcode
Enter user's address details.
Click Auto-Generate to capture GPS coordinates of the address. This information assists with making decisions on job-runs, scheduling commitments and resource management.
User Cost Rate
This information is used for profit and loss reporting.
Hourly Cost Rate
Record the user's hourly cost rate for calculating profit and loss.
Record additional costs which are only used during normal time. This is commonly used to include operational costs to the user's hourly rate (eg. mobile phone, car lease) for calculating profit and loss.
Updates all labour entry costs for the user from this date. Note: When entering a new hourly rate or overhead rate, this is the date it is valid from. When saved, the system will update all labour entries from that date to the current date.
Labour Tracking Centre
Used for categorising or grouping labour recorded for this user for reporting purposes. For more information, please refer to Tracking Centres.
How AroFlo calculates labour costs
Normal time - Hourly rate + overheads
Time and a half - Hourly rate x 1.5 (no overheads)
Double time - Hourly rate x 2 (no overheads)
Your overheads do not change if the employee works more than their standard week (therefore they do not apply for overtime).
User Business Unit
This is the primary Business Unit that the user will be associated with.