This catalog is used for storing information about all 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 at for the entity. To make this catalog available, please enable the ‘HR & Payroll’ options section (see par. Sections settings).

To access the catalog, go to the ‘HR & Payroll’ section (see figure below).

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The schematic showing how to access the ‘Employees’ catalog

There are no employees in the system by default. To learn more about how to create them, see par. Create and edit employees.

As the list is filled and for convenience of work 

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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. As the list is populated, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.

The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited. To create a group, enter its description. If the created group is part of another group, please specify the parent group in the ‘Folder’ field (see figure below).

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Employees (create folder) form

You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the create and edit employees form, specify the folder where you want to move this employee to).Click More actions on the toolbar and select Configure list. For more information on the list settings, see Working with the item list. 

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. 

Available links

On the form, the only available link is Default GL Accounts which opens the list of default GL accounts to be used for the employees. You can use the same default GL accounts for all employees, or you can assign specific accounts to specific groups of employees, or particular 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