Employees

The Employee setting stores employee records for the active business unit. These records help customers maintain employee details used across staffing and related business workflows.

View the Employee Dashboard

Use the employee list to review the current setup before adding or changing records.

1.  In Settings, select Employees.

2. The Employees dashboard displays the following information:

   • Number: The employee identifier.

   • First Name and Last Name: The employee name.

   • Title: The employee title when provided.

   • Department: The assigned department.

   • Position: The assigned position.

   • Employee Manager: The selected employee manager when one is assigned.

   • Location: The employee location when provided.

   • Hire Date: The employee hire date when provided.

   • Payroll Integrated: Whether payroll integration is enabled for the employee.

   • Active: Whether the employee record is active.

Create a New Employee

Create a new employee when the person should be available for staffing, time tracking, or related business processes.

To create a new employee record:

1. Open Employees.

2. Select New.

3. Mark Payroll Integration if your company uses Greenshades payroll integration. When marked, the Payroll Integration section is visible. Select the Greenshades Employee ID to auto populate the information in the Payroll Integration section.

4. Complete the employee fields.

   • Number (Required): Enter the employee number.

   • First Name (Required): Enter the employee first name.

   • Last Name (Required): Enter the employee last name.

   • Title: Enter the employee title.

   • Department (Required): Select the employee department.

   • Position (Required): Select the employee position.

   • Employee Manager: Select the employee's manager when one should be assigned.

   • Location: Enter the employee location.

   • Hire Date: Enter the employee hire date.

   • Active (Optional but recommended): Leave selected when the employee should be available for current use.

5. Mark Payroll Integration if your company uses it.

6. Select Save.

Edit an Existing Employee

Update an employee record when role, department, manager, title, location, or payroll details change.

To edit an employee record:

1. Open Employees.

2. Select the employee from the list.

3. Review the current values.

4. Update the fields you need to change.

5. Review payroll integration details if they apply.

6. Select Save.