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. Select the appropriate Company and enter the required fields, such as 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.

5. Optionally, select a Salutation and enter a Middle Name, Suffix, or Title.
6. Optionally, clear the Is Active checkbox if the user is no longer active.

7. In the Business Address, Phone, Fax, Email section, enter the Email and optionally provide the business address details.

8. Optionally, in the Home Address, Phone section, enter the home address details.

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

9. Optionally, in the Employee Information section, do the following:

   1. Enter the Employee Id and Gov. Id, and select the Gender.

      These fields are recommended.

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

   3. Enter any additional information as needed.

10. Optionally, in the Emergency Contact section, enter the contact person's information.
11. Optionally, enter any additional Comments as needed.
12. Select Save & Close.

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. Edit the employee information as needed.
7. Select Save & Close.