---
title: Employees
description: "![RO Functions System Setup Menu](https://profitforward.com/wp-content/uploads/2025/01/RO-Functions-System-Setup-Menu.webp) To set up new employees or edit existing ones, go to the RO Functions menu at the top of the dashboard and select \"System Set Up\". ## Adding a new Employee ### Step 1: ![RO…"
url: "https://profitforward.com/documentation/setup/employees"
updated: "2025-02-17"
category: Setup
---

# Employees

![RO Functions System Setup Menu](https://profitforward.com/wp-content/uploads/2025/01/RO-Functions-System-Setup-Menu.webp)

To set up new employees or edit existing ones, go to the RO Functions menu at the top of the dashboard and select "System Set Up".

## Adding a new Employee

### Step 1:

 ![RO Functions System Setup Employee Add](https://profitforward.com/wp-content/uploads/2025/02/RO-Functions-System-Setup-Employee-Add.webp)

Find the Employees section and enter the last name and first name in the appropriate fields below the list. Click the "+" button when done. The new employee will be added to the list in alphabetical order.

## Adding an Employee Cell Number

In order to use the SMS Messaging alerts of Workflow, employees must have their mobile number added to their information.

### Step 1:

Click the message icon to the right of the employee you want to edit.

  ![RO Functions System Setup Employee Edit](https://profitforward.com/wp-content/uploads/2025/02/RO-Functions-System-Setup-Employee-Edit.webp)

### Step 2:

In the "Entity Information" dialog box, enter the cell phone number for that employee.

  ![RO Functions System Setup Employee Edit dialog](https://profitforward.com/wp-content/uploads/2025/02/RO-Functions-System-Setup-Employee-Edit-dialog.webp)

**Note:** You do not need to enter any parentheses or dashes, just the numbers. The field will automatically format the phone number as (xxx) xxx-xxxx.

  ![RO Functions System Setup Employee Add Cell Phone](https://profitforward.com/wp-content/uploads/2025/02/RO-Functions-System-Setup-Employee-Add-Cell-Phone.webp)

### Step 3:

Click "Save".

## Removing an Employee

### Step 1:

Click the red "X" button to the right of the employee you want to remove.