Employee records contain the personal, employment, account, time, expense, and rate information used for each person.

The employees screen is where you create new and modify existing employees. In addition to general employee information, employee account settings, tracked time, personal messages, and employee specific cost & billing information are also configured within the employee configuration screens.

Options and field descriptions #

Employee Name – The first and last name for the employee.

Email Address – The employee's email address. Any emails that are sent by the system will be addressed to the email address specified here. The email address may be the username if the 'Use the employee's email address as their login' is selected in the Security Settings.

Department – A department is required for each employee. For more information about departments, please see Departments.

Accounting ID – This optional field simplifies the exporting of data to an accounting package. When supplied, the Accounting ID acts as a code or cross-reference to related data located within an external accounting package.

Manager – If applicable, select the employee's manager from this list. If the approvals module is enabled in your system, the selected manager will be the approver for all of the timesheets and expenses for the employee. If a manager is not assigned, timesheets and expenses will be automatically approved when submitted by the employee.

The following settings are only available when advanced approvals is enabled:

Timesheet Approval Path – Select the approval path that timesheets submitted by/for this employee should use. Expense Approval Path – Select the approval path that expense reports submitted by/for this employee should use.

Employee Status – This field provides a list of all of the active employee status that have been entered into the system. For more information see Employee status.

Employee Type – This field provides a list of all of the active employee types that have been entered into the system. For more information see Employee types.

Creating or Modifying an Employee #

1. Browse to Admin, select Employees, and then select Employees.
2. Select New to create a new employee or select an existing employee from the list.
3. Provide a first and last name for the employee.
4. Provide an email address for the employee.
5. Select a department for the employee.
6. Provide any additional data in the remaining optional fields.
7. Select Save.
8. Continue to 'Employee Account & Security' to set up their system login.

Active and archived records #

MindSalt uses Active and Archived. Archived records stay in your account but do not appear in active lists. To archive a record, open its three-dot menu and select Archive. When a record can be copied, Copy is in the same menu.