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