Guide Categories
Employees
Manage employee records and payroll information for your business.
Overview
The Employees tab allows you to maintain comprehensive records of your workforce, including personal details, employment information, and payroll data. This centralized system helps manage payroll processing and employee-related transactions.
Note
Employee records are essential for payroll processing, expense claim management, and compliance reporting.
Adding a New Employee
To add a new employee:
- Navigate to the Employees tab
- Click New Employee
- Enter personal details (name, address, contact information)
- Add employment information (start date, position, department)
- Configure payroll settings (salary, tax information)
- Set up any custom fields as needed
- Save the employee record
Key Information Fields
| Field | Description |
|---|---|
| Name | Full employee name |
| Employee ID | Unique identifier for the employee |
| Position | Job title or role |
| Department | Department or division |
| Start Date | Employment start date |
| Salary | Base salary or hourly rate |
| Status | Active, Inactive, or Terminated |
Payroll Integration
Employee records integrate with payroll processing:
- Links to payslip generation
- Connects to expense claims and reimbursements
- Supports tax calculation and reporting
- Tracks employment history and changes
- Manages leave and time-off records
Best Practices
- Keep employee information current and accurate
- Regularly review and update payroll settings
- Maintain proper documentation for compliance
- Use consistent naming and coding conventions
- Set up proper access controls for sensitive data
- Archive terminated employee records appropriately
- Regularly backup employee data for security
Warning
Employee records contain sensitive personal information. Ensure proper security measures and access controls are in place.