Setting up an Employee

To make a contact an employee, click on the More button from the contact persons screen.

Next, check the employee checkbox. That will enable the Employee button. Then click that button which will take you to the Employee Master screen.

Within the Employee Master screen, select appropriate values for the following fields. Profile The code used to calculate overtime. Emp Group Group with which to associate employee Note- Employees to be selected as a Project Manager must be given the group code of PRJMGR Emp Type Generally used to differentiate between full and part time employees.

If the employee’s start date is other than today’s date, then enter the correct start date in the Start field.
Select the checkboxes as appropriate for the employee.
Restrict User Check if user is restricted to the system created list Choices of projects Enter Overtime Check if user can enter time as overtime Auto Approve Labor Check if user can auto-approve labor in time entry Enter Expenses Check if user can enter expenses Auto Approve Check if user can auto-approve expeneses in time Expenses entry
Click the Save button along the top toolbar, this should populate a sequentially assigned employee number
Click the Rates button found in the lower left

In the rates screen enter the following fields

Start Enter a start date for the employee cost rate being entered

End Enter the end date for the employee cost rate being entered. This can be left blank.

Emp Cat This drives Bill Rates

Hourly Cost This is used for Project costing.

Rate

Cost Type Enter either ‘S’alary or ‘H’ourly

Home Entity Select the user’s entity or department

Click the Save button along the top tool bar. The employee setup process is complete.

To set up the payroll information for the employee, click on the payroll button in the bottom right.

Accrual Code If Payroll is installed, select the accrual code for the

Employee

Pay Frequency If Payroll is installed, select the pay frequency code for the

Employee

Def Labor Pay Code If Payroll is installed, select the pay code for generating payroll

Outside Company If using a third party payroll provider, select it here.

Payroll File Number If using a third party payroll provider, enter the file number to be used.

Reimbursable Exps Select the method for which expenses should be reimbursed: Accounts Payable or Payroll

Sep Check for Exps Check this if expenses sent through the third party payroll provider should be on a separate check.

Click the Ok button. The payroll setup process is complete.