Adding/Updating Employees in the HR Module

Add Employee

  1. Click the 'HR' icon on the left menu.
  2. Navigate to the Active Employees row in the 'Employee and Labor Stats' section.
  3. Click the 'Actions' button on the far right.
  4. Click 'Add Manually' from the drop-down.
  5. After making changes to the profile form be sure to Click the 'Save' button. See required and optional fields below.

Edit Employee

  1. Click the 'HR' icon on the left menu.
  2. Navigate to the Active Employees row in the 'Employee and Labor Stats' section.
  3. Click the number under the Total Records column.
  4. Optional: Use the Search field to filter the Employee listing.
  5. Click the Employee name to view details.
  6. Click the Edit Icon (Pencil) to the right of the Employee Profile heading.
  7. Edit details as needed.
  8. Click the 'Save and Close' or 'Save and New' button in the form footer.

Employee Profile - Required Fields

  • Company reference (eg. Your Company)
  • First Name, Last Name, and Display Name
  • Required for Timecards and Employee Miscellaneous Expenses: Check 'Track Time and Expenses'

Employee Profile - Recommended Fields

  • Email Address
  • Employee ID (eg. 1, 2, 3, 10, 100 etc.)
  • Government Tax ID (eg. US - Social Security #)
  • Gender

Employee Profile - Optional Fields

  • Business Address and Phone Number. This would be applicable if the employee's work address is different than the company's address.
  • Home Address and Phone Number
  • Mobile Phone