Atom software

ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

32 

Spouse does not have an email address then the spouse Birthday email will be sent to the Primary email 

address. 

 

 

OTE: All Automatic emails are generated upon the first user sign in to your office ATOM page 

 

 

Employee Positions 

Use the Employee Positions screen to add a new Employee Position, or to delete or edit an existing Em-

ployee Position.  The Employee Positions will display on the Employee Availability Schedule, Employ-

ee Work Schedule, and Punch Clock 

To access the Employee Positions Screen:   

Go to Admin > Employee Positions  

 

 

Column Descriptions for Employee Positions Screen 

Position 

This is the job title for the employee, e.g., office manager, receptionist etc.  

Display in Appointment  

Scheduler 

Selecting this option will display the employee position in the Appointment 

Schedule in the drop down menu, e.g., not selecting Check-In/Cashier so you 

don’t schedule tax appointments for those employees.      

 

Inactive                       

Remove an Employee Position option from view by selecting the Inactive 

Feature.  Inactive files can be accessed later and is preferable to deleting. 

 

N 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

33 

Adding New Employee  

Positions 

New positions can be added or edited by using the edit pencil or entering a new 

position in the blank addition field at the bottom of the list. 

 

 

Event Message Type 

Use the Event Message Type screen to add, edit or inactivate an existing Event Message Type.  

Event Message Types allow you to quickly track event specific communication for larger groups of cli-

ents without having to open each client’s file individually.  Event Message Types will appear in a drop 

down menu for quick access when you are in Event Status groupings selected from the Office Events 

listed on your ATOM homepage (i.e. Check pick-up, pending) 

 

 

To access the Event Message Screen: 

 

Go to Admin > Event Message Type 

  

 

 

Column Descriptions for Event Message Type Screen 

 

Message Type 

The description you would like to appear in the drop-down menus. 

Inactive                      Remove an Event Message Type option from view by selecting the Inactive 

feature.  Inactive files can be accessed later and is preferable to deleting. 

Office Event Default   

Check this box if you would like the Email/Txt Type to automatically pre-fill 

when selecting the Compose Message button on the Office Event screens. The 

contact file will then automatically be documented that an Email/Text message 

was sent in the Message Type field. 

Business Type 

Assign Message Types to appear for Events specific to said Business Type

.

 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

34 

Event Status 

Use the Event Status screen to add, edit, or inactivate an existing Event Status.  The Event Status display 

on the Home page as Office Events, Events page in the Contact’s file, and in the Status drop-down menu 

in the Contact’s Account Information section. 

 

To access the Event Status Screen:  

Go to Admin > Event Status  

 

 

 

   

 

 

 

 

 

Column Descriptions for Event Status Screen 

 

Event Status  

Checklist 

Selecting the “checklist” icon will create a wip (work in progress) list for a specif-

ic event that can be opened and checked off by the user while completing the Of-

fice Event.  Closing the event without completing required checklists will create a 

message reminding the User that there are checklists left open. 

 

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ATOM Software Admin Manual 

 

Admin Set-Up 

© 2015 Automated Tax Office Manager, LLC.  All rights reserved 

 

35 

 

Column Descriptions for Event Status Checklist Screen 

Checklist Item  Detailed description of each section of the checklist  

Ordinal 

The order the checklist items will appear 

Required 

Selecting this option will alert the user if there are open checklist required items 

but will not prevent them from moving forward. 

Assigned To 

Designated User(s) the Checklist Item to be assigned to 

Due Date  

Days from the Start Date of the event that you wish the assignment to be 

activated if the Checklist item has not been completed. 

 

 

 

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