UBS Knowledge Base

How to add a new staff member in Stock & Accounting

Before a new staff member can be entered into Payroll, they first need to be added as a staff member in Stock & Accounting.


  1. In the Stock Sales, Accounts Payable, or Accounts Receivable tab, click Client List.

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  2. Click Add Client.

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  3. Select the type as Staff, and enter the employees Name.

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  4. In the Staff tab, click Maintain Staff.

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  5. Click Add.

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  6. Select the Staff Member, and enter their Job Title.

  7. Enter a Username and Password.

  8. Assign a Security Role.

  9. Click Save.

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