Implementation plan - Add employees and users

Add and manage employees in Time & Expenses, then set up active employees as users. Review existing records, add employees manually or import them, and assign user access as needed.

Employees are initially added in Time & Expenses and set up employees as users in Settings () > Company Settings > Users.

View and add employees

Step	Task description	Help topic	Training video	Application form
1	Review existing employees in Time & Expenses.	View		Listing
2	Option A: Add employees manually.	View		Form
2	Option B: If AccountingLink is installed and set up, you can use its utilities to import active employees from the accounting system.	View

Add active employees as users

Step	Task description	Help topic	Training video	Application form
1	Review existing users in Settings () > Company Settings > Users.	View		Listing
2	Add active employees as users.	View	View	Form