GENERAL INFORMATION 
 

  What is the purpose of the icons in the titles?
  How do I access various information in the system?
  Glossary

ADDING AN EMPLOYEE 
 
   
Purpose : This page allows you to create an access code that an employee can use to consult tax records. You can set certain restrictions.
 
Actions : Confirm
To add a new employee to your list of employees.

Cancel
To cancel new information obtained.
 
Details : How to enable an employee to do personnel management?
Enter Manager in the field Type of employee.
This employee will also be able to consult tax records.

How to limit spending by the employee?
Enter an amount in the field Maximum amount for the period.
This amount will be renewed at the start of each period if the field Type of period shows a value other than Indeterminate. If not, you will need to start a new period for the employee to make the maximum amount available again.

How to ensure that an employee can no longer use an access code beyond a specified date?
Enter the date in the field Close-out date of account.

Why is my access code invalid?
A valid access code must be composed of a minimum of 5 characters and a maximum of 20 characters. Permitted characters are capital and minuscule letters, numbers and the following special characters : _ , . ! ? $ - % * &

Why is my password invalid?
A valid password must be composed of a minimum of 8 characters and a maximum of 20 characters. Permitted characters are capital and minuscule letters, numbers and the following special characters: _ , . ! ? $ - % * &