Employees overview
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You can add employees as contacts in your company profile through either the Contact Management module or the Time & Expenses module. The Time & Expenses module is recommended because its employee form includes additional fields and tables, such as education, licenses, and payroll rates.
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For security reasons, only users with the Administrator or Financial Administrator role can review and edit information in the Time & Expenses module. You can also create a custom security role to grant the necessary access and editing permissions.
- You can import employees from an accounting system, such as Sage Intacct, Sage 100 Contractor, Sage 300 Construction and Real Estate, QuickBooks, or Xero using the AccountingLink.
- To use labor timecards, you must first set up the employees and payroll rates.
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The payroll rate status, active or inactive, depends on the following:
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Standard payroll rates: The status is determined by whether the payroll item has been archived in Settings (
) > Feature Settings > Time & Expenses. -
Project‑specific payroll rates: The status follows the status of the associated project (active or inactive).
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- Optionally, add contact titles in Settings () > Feature Settings > Contact Management.
- Optionally, add employee departments, payroll items, and payroll burden templates in Settings () > Feature Settings > Time & Expenses.