Employees overview

You can enter employees as contacts under your company profile in the Contact Management module or in the Time & Expenses module. The latter option is recommended since the employee form in the Time & Expenses module includes additional fields and tables, such as education, licenses, and payroll rates.

About the employees

• For security reasons, only users assigned an Administrator or Financial Administrator security role can review and edit information in the Time & Expenses module. However, you can create a custom security role to grant access and editing capabilities.
• You can import employees from an accounting system such as QuickBooks, SAP, or Xero using the AccountingLink.
• To use labor timecards, you must first set up the employees and payroll rates.
• The payroll rate status, that is active or inactive, depends on the following:
  • Standard payroll rates: There is an Archive option for payroll items in Settings > Feature Settings > Time and Expenses.
  • Project specific payroll rates: Depends on whether the project status is active or inactive.

Before you add or update employees

• Optional: Create titles in Settings.
• Optional: Create departments in Settings.
• Optional: Create payroll items in Settings.
• Optional: Create payroll burden templates in Settings.

Employee options

• Add or update employees.
• Make an employee active or inactive.

Employee organization options

• Specify managers for the employees.
• Display the employee organization chart.

Payroll setup functions

• Enter payroll rates for an individual employee.
• Enter project specific payroll rates for an individual employee.
• Enter default payroll rates for multiple employees.
• Enter project specific payroll rates for multiple employees.
• Import employee payroll rates from Microsoft Excel.