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- Click Organization to expand the menu.
- Click Employee.
- Click the Add button.
- The information below corresponds with the entry screen for the employee set up. The table also includes any additional actions or comments needed to complete the employee set up.
- Click Save after all the required fields have been entered.
Field | Action | Additional Comments |
---|---|---|
Employee ID* | enter a unique ID to identify the employee | This field is limited to 20 characters. |
First Name* | enter the employee's first name | The maximum length for this field is 30 characters |
MI | Middle Initial | |
Last Name* | enter the employee's last name | The maximum length for this field is 30 characters |
Title | Users Job Title | |
Location* | start to type the location's name or click on the drop down box to select the location for the employee. |
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Employee Type* | start to type the employee type or click on the drop down box to select an employee type for the employee. |
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Currency* | select the employee's pay/reimbursement currency from the drop down box. |
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Reporting Type* | select the appropriate reporting type from the drop down box. | This field is required, but is Time specific. It has no effect within Expense. |
Operating Unit* | start to type the operating unit or click on the drop down box to select an operating unit for the employee. |
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Department* | start to type the department or click on the drop down box to select a department for the employee. |
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Function* | start to type the function or click on the drop down box to select a function for the employee. |
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Vendor | start to type the vendor or click on the drop down box to select a vendor for the employee. | not required |
Allow Entry* | choose whether the employee will have access to make entries for Time, Expense, Time/Expense, No Entry Required, or No Entry Allowed. |
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T&E Access | This is tied to the users access to Jasper and additional user options. |
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Part Time* | choose whether the employee will be Part Time or Full Time. |
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Max Hours | enter the maximum amount of hours an employee can work in one day | the default is 24 as there are 24 hours in a day |
E-mail 1 | enter the employee's complete E-mail address (including domain, e.g. ajohnson@abcompany.com) | The maximum length for this field is 60 characters. This field is optional, but is necessary for DATABASICS Time and Expense's optional E-mail submission/approvals notifications and missing timesheet reports and reminders to function. |
Time Zone | Default is Easter Time (US & Canada) | Default is Easter Time (US & Canada) |
Start Date | you may enter an employee's hire date by clicking on the calendar icon and then clicking on the selected date, or keying in the date. | This field is optional. If filled, the employee will not be able to log into DATABASICS Time and Expense or enter time before this date |
End Date | you may enter an employee's termination date by clicking on the calendar icon and then clicking on the selected date, or keying in the date. | This field is optional. If filled, the employee will not be able to log into DATABASICS Time and Expense or enter time for days after this date. |
Prev Date of Service | If user was re-hired, the previous start date can be entered in this field. | |
Admin Role | If the Employee will be an Administrator for anything in the application, you must check this box. |
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Exempt | If the employee is an exempt employee, check this box. |
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Notes | Notes related to user can be entered in this field. |
Global Find and Replace
Global Find and Replace option is used to replace one approver with another approver globally within DATABASICS.
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- Login Info
- Approval Flows
- Cost Rate
- ACH Accounts
- Credit Card
- User Profile
- Expense Limit
- Payment Info
- Commute Miles
- Leave Balance
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