The Employees page guides you to two tasks. The first task is setting up defaults for your company employees and sales reps. You can set up how each employee's or sales rep's name is displayed on forms and reports. You can also set up custom fields for storing additional information about employees or sales reps. Second, you establish data records for your employees, with information such as address and phone number, Social Security number, and hire/termination dates.

While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.