Add and Edit Employees

Add an Employee

To add a new employee, perform the steps:

1. Open the Settings tab and click Employees.

2. Click New.

3. In the window for adding employees, fill in the data in the tabs: General, Job positions, Planned leave, Auditor/Assistant.

4. Once you are ready, click Save.

General

Here you can enter the employee's general information. First name is a required field.

Job positions

Job positions held by the employee are filled in chronologically. The information is used in Planning as well as for organising the list of employees when selecting the engagement team.

The following fields are filled in:

• Code - select the job position type from the Job positions nomenclature.
• Name - enter the employee's name.
• Appointed - enter the employee's date of appointment. If the field remains empty, the date will be considered as indefinite and the employee will appear as available human resource for each specified period.
• Released - enter the employee's date of release from employment. If the field remains empty, the employee will be considered as still employed.
• Hours - the number of work hours per day.
• Calendar - the type of calendar that the employee uses. The data is used when determining the available human resources in Planning.

Planned leave

Fill in chronologically the planned leaves of absence of the selected employee. The data is used in Planning.

The following fields are filled in:

• Begin - leave of absence start date. If left empty, the date will be considered as indefinite and will always be in effect.
• End - leave of absence end date. If left empty, the date will be considered as indefinite and will always be in effect.
• Code - you can select the leave type from the Leave types nomenclature.

Auditor/Assistant

You can fill in data from the engagements. In order for an employee to participate in an engagement team, they must be marked as Auditor or Assistant. Data from the other fields in the section is used in parametrised documents.

Edit an Employee

The Edit employee window is identical to the one for adding employees, with the additional tab Offices. Its information is used later on in Timesheets, for determining displayed data visibility.

Offices

Mark the offices where the employee works at. After you fill in the data, click Save.