Employee Setup

Employees can be configured by navigating to Setup -> Employee Setup in the Production Module or Setup -> System Tables Setup -> Employee Setup in the Accounts Payable Module.

Employees are used in the Production module to assign employees to jobs and also for employees to log their time against a job so that it can get billed out to a client.

To Create a new employee:

1. Click the "New" button

2. Enter an ID and the Employee's Full Name

3. Enter the users email address

4. Enter the Naviga User ID, if applicable

5. Select the user's department from the dropdown (See Department Setup)

6. Select employee's supervisor from the dropdown. The supervisor is also an employee. This can be left blank if the Supervisor hasn't been added to the system yet. Only the employee themselves or the supervisor will be able to log time for that employee in Timesheet Entry.

7. Select default Time Class, if applicable

8. Select the employee's cost rate, if applicable

9. If desired, add Billable rates for the employee in the section below.

10. Click save to save the employee record.