Add or update employees

Add an employee

1. Go to Time & Expenses.
2. In the Employee and Labor Stats section, select the three dot menu in the Active Employees row.
3. Select Add Manually.
4. On the Details tab, do the following:
   1. In the General section, enter the following information:
      1. Enter the First, Last, and Display Name.

         By default, the display name is generated from the first and last name, but you can update it if needed.

      2. Optionally, select a Salutation.
      3. Optionally, enter a Middle Name and Suffix.
      4. Optionally, select a Title.

      5. Optionally, clear the Is Active checkbox if the employee is no longer active.

   2. In the Business Contact Info section, enter the Email and optionally provide the business address details.

   3. Optionally, in the Home Contact Info section, enter the home address details.

      This is applicable when an employee’s work address is different from the company address.

   4. In the Organization Info section, enter the following information:

      1. Optionally, update the Company from the dropdown.

      2. Optionally, enter the Employee Id and Gov. Id, and select the Gender.

         These fields are recommended.

      3. Enter any additional information as needed.

      4. If the employee will submit labor timecards or miscellaneous expenses, select the Track Time & Expenses checkbox.

   5. Optionally, in the Emergency Contact section, enter the contact person's information.
5. Optionally, select the Comments tab and enter any additional comments as needed.
6. Select Save.

Edit an employee record

1. Go to Time & Expenses.
2. In the Employee and Labor Stats section, select the total record count next to the Active Employees.
3. Optionally, use the Search field to filter the list.
4. Select the employee name from the list.
5. Select Edit.
6. Update the employee information as needed.
7. Select Save.