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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 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.
For each entity, you can select an employee and click the Set as Default Responsible button to make this employee's name appear in documents as the name of default responsible person.
As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.
Available links
On the form, the only available link is Employee GL Accounts which opens the list of available sets of default GL accounts. You can use the same default GL accounts for all employees, or you can assign specific accounts to specific groups of employees, or specific employees. The GL accounts that will be used for any employee for whom (or group in which she is a member) no specific default accounts assigned are listed in the table's first row with no-name in the Employee column.
See also
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To access the Employees master data, go to HR & Payroll > Master Data > Employees if the HR and Payroll module is enabled and to Accounting > Master Data > Employees if the HR and Payroll module is not available.
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.
...
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 toolbar buttons
Click the Create button on the toolbar to add a master record for employee. For details, refer to Adding an Employee.
...
As the list is populated, you can change its display settings. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.
Available links
On the form, the only available link is Employee GL Accounts which opens the list of available sets of default GL accounts. You can use the same default GL accounts for all employees, or you can assign specific accounts to specific groups of employees, or specific employees. The GL accounts that will be used for any employee for whom (or group in which she is a member) no specific default accounts assigned are listed in the table's first row with no-name in the Employee column.
See also
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|---|---|---|
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