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. Optionally, select a Salutation.
      2. 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.

      3. Optionally, enter a Middle Name and Suffix.

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 Optionally, clear the Active checkbox if the employee is no longer active.

   2. In the Company 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.

   3. In the Business Contact and Address section, enter the Email and optionally provide the business address, phone, and fax details.

   4. Optionally, in the Home Contact and Address section, enter the home address and phone details.

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

   5. Optionally, in the Emergency Contacts section, enter each 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. On the Details tab, update the employee information as needed.
7. Select the Comments tab, and then add new comments or update existing comments.
8. Select Save.

Add a photo or avatar to 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. On the Details tab, select the photo placeholder.

6. In the dialog, select Choose File to upload a photo from your local drive or select one of the available avatars.