To enter basic information about the employee such as name, address, and social security number select the General tab in the Maintain Employees/Sales Reps window. If you are setting up all your employees from a different system, you can also enter beginning balances here.
Employees/Sales Reps Header Fields
Address
Enter the street address, PO box, or suite number where the employee resides. You can enter the address in two lines that can contain up to 30 characters each.
City, ST, Zip
The three boxes on this line represent the city, state, and zip code respectively.
- You can enter up to 20 characters for the city.
- Enter the two-character postal abbreviation for your state.
- You can enter up to 10 characters for the zip code.
Country
Enter the employee's country here.
Telephone numbers
You can enter 3 phone numbers for each employee - a home number, a work number, and a mobile number.
Email Addresses
You can enter two email addresses for each employee. The first email address is the one that will be used to send emails to the employee from other areas of the product. This includes emailing alerts and forms such as W-2s and invoices.
You can enter up to 64 characters for each address. Enter an address using the [email protected] format.
To send an email message to this employee from Maintain Employees, click the Email button to the right of the Email address you want to use to send a message to your employee. Your default email program will start with this address applied in a new message.
Important! AOL is not a fully MAPI-compliant email application. If your default email system is AOL, you will not be able to send email alerts from Sage 50.
Social Security #
This identifies the employee with the United States government for tax and benefit purposes. The social security number entered here can be printed in payroll reports as well as paycheck and W-2 forms. You can enter up to 14 characters, including hyphens (for example, 123-45-6789).
Note: Sage 50 does not validate social security numbers, so be sure to enter the correct numbers.
Type
Use the Type field on the General tab of the Maintain Employees/Sales Reps to group like employees together. Learn more.
Upload Photo(Sage 50 Premium Accounting and higher)
You can add a photo to an employee record if you want to. The photo must be a .jpg, .bmp, .png, or .gif file.
- Select Add Photo to add an employee photo to the record.
- Once a photo has been added, you can select the Remove Photo link to remove the photo from the record.
- To change the photo, simply remove the current photo and then add the new one.
Note: If you are creating a new employee, you must save the employee before you can add a photo.
Beginning
Balances
To enter beginning balances for each employee record, select the Beginning Balances button on the General tab of the Maintain Employees/Sales Reps window. Learn more.