1. Setting Up Your Practice

Purpose To collect your basic office information so that your practice is set up inside of the ePractice Manager platform.   Setting up HR Manager Access Before you get started, you must set yourself up as the HR Manager for the practice. Please note that you are able...
2. Departments and Designations

2. Departments and Designations

Purpose To orient you to the area of the ePM HR Module that allows you to manage the organization of your office's departments, and the designations assigned to your staff.   Important Note Please note that you will come back to this screen later in the setup process...

3. Employee Records

Purpose To instruct you on how to add and edit employee records for your practice, remove placeholder/example data, and terminate employees in ePractice Manager.   Important Note We have pre-populated your Employees page with placeholder data. This info is common to...

4. Paid Time Off (PTO) / Leave Policies & Requests

Purpose To give you an introduction to the PTO / Leave Policies and Requests   Setting Up Policies for Your Office Start at the menu on the left-hand side of your Dashboard, scroll your mouse over "PTO / Leave", and click "Policies". A few Policies have been...

5. HR Management Overview

Purpose To explain the Overview page of the HR Management area.   About the Overview Page This page is a personal landing page for each employee. As the HR Manager, you will see a quick overview of the number of Employees, Departments, and Designations in your...