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The master records of the Employee type contain information about the employees who work or worked for the entity.
The Employees list
The master records can be arranged in a hierarchical structure by using groups (folders). The number of hierarchy levels is virtually unlimited.
Initially, there are no employees in the system.
Note. If the Multiple Positions per Employee option is selected on the Administration > Settings > HR and Payroll form, before you can start creating master records for employees, you may need to create master records for individuals—at least, for those persons who hold multiple positions.
The
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To edit the existing employee, double-click the line with this employee's name.
The toolbar buttons
Click the Create button on the toolbar to add a master record for employee. For details, refer to Adding an Employee.
To edit the existing employee, double-click the line with this employee's name, or select More Actions > Edit.
Click Create Group on the toolbar to create a group. For details on creating a group and setting up its default GL accounts, see Adding a Group of Employees.
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