• How to assign Employees to classes in Quote+
    OverviewAfter you define and add Employee Classes to an Employer record, you can begin assigning Employees to those classes. This article walks you through the steps.IN THIS ART...
  • How to add Employees in Quote+
    An Employee initially contains the minimum amount of information needed (ex. first and last names, date of birth, email address, etc.) to configure a Proposal. If you're quoting...
  • Unblocking macros in the Employee Preloading Template in Quote+
    Overview The Employee Preloading Template is a Microsoft Excel® spreadsheet that uses macros to validate input data and prefilled information in Employee accounts during the imp...
  • How to assign an HR Manager in Quote+
    An HR Manager is an Employee with additional permissions to facilitate the Employee Interview. The HR Manager can track the account creation status of all Employees, enter infor...