How To... (Desktop)
You enter and edit information for employees in the Employees hub in the desktop application.
Related Topics:
- Add a New Employee Record (Desktop)
Add an employee record for each employee. - Copy an Employee Record (Desktop)
You can copy and modify an existing employee record to create a new record. - Add a Photo to an Employee Record (Desktop)
After you create and save an employee record, you can add the employee's photo to the record. - Clear an Employee Photo (Desktop)
You can clear an employee photo from the employee's record. - Delete an
Employee Record (Desktop)
When you delete an employee record in the Employees hub, you permanently remove it from the database. You cannot undo the deletion. - Assign Timesheet Administration Rights to an Employee (Desktop)
Use the Time tab of the Employees form to assign an employee's access rights to timesheets. - Assign Expense Administration Rights to an Employee (Desktop)
Use the Expense tab of the Employees form to assign an employee's access rights to expense reports. - Associate a Link with an
Employee Record (Desktop)
You can associate links with hub records on the Links grid of any hub that allows link associations. - Attach a Document to an
Employee Record (Desktop)
You can upload a new document and attach it to a hub record if your system administrator has specified the appropriate settings and the file type is an approved file type. - Managing Employee Associations (Desktop)
You can specify relationships between employees and projects, opportunities, clients, or contacts.
Parent Topic: Desktop Application — Employees Hub