Add or update employees

Add an employee

1. Go to Time & Expenses and select the three dot menu in the Active Employees row of the Employee and Labor Stats section.
2. Select Add Manually.
3. Enter the employee information as needed.

   The following information is required:

   • Company reference.
   • First name.
   • Last name.
   • Display name.
   • Email address.

   The following optional fields under the employee information section are recommended:

   • Employee ID. For example, 1, 2, 3, 10, 100, and so on.
   • Government tax ID. For example, the US social security number.
   • Gender.
   • For labor timecards and employee miscellaneous expenses, you must select the Track Time and Expenses option.

   Other recommended 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 number.
4. Select Save & Close.

Edit an employee record

1. Go to Time & Expenses.
2. Select the number of total records in the Active Employees row of the Employee and Labor Stats section.
3. Optional: Use the search field to filter the employee listing.
4. Select the employee name from the list.
5. Select Edit.
6. Edit the employee information as needed.
7. Select Save & Close.