Add employees and users

Employees are initially added in the Time & Expenses module and are then set up 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 the Time & Expenses module. View Listing
2 Option A: Add employees manually. View Form
Option B: If AccountingLink is installed and setup, 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