Add Employees Individually

To add information about your employees and, for those employees who require access to Deltek CRM, to enter their user names and passwords and assign a security role, go to the Employees & Users area in the Configuration workspace.

Alternative: If your employee information is available in an application from which you can download data to a .CSV (comma-separated values) file, you can add your employees more efficiently by importing them from a .CSV file rather than entering them one by one in the Employees & Users area as described below. You can run the import process using either the Import from CSV link in the Employees & Users area or the Employees link on the Imports tab in the Integrations & Imports area.

Licensing for the Resource Planning module is based on the total number of active and inactive employees set up in Deltek CRM. Licensing for the CRM module is based on the number of employees who are set up as users of the Business Development workspace. If you reach the limit for your license, you will not be able to add the employee or Business Development user without first removing others or upgrading your license.

To add an individual employee, complete the following steps:

1. In the Configuration workspace, click on the left edge of the Deltek CRM page to go to the Employees & Users area.
2. Click + Add Employee below the grid. A blank row displays so you can enter employee information.
3. If you have implemented the Resource Planning module, enter a unique employee ID in EMPLOYEE ID when you add a new employee.

   If you have not implemented the Resource Planning module, the EMPLOYEE ID column does not display.

4. In FULL NAME, enter the employee's full name in the normal sequence, or hover over the grid row and click near the end of the row to enter the name in the Employee Information dialog box.
5. If you want to change the default status of the employee (Active), click the icon in STATUS and select the status.
6. If you are using organizations, select the employee's organization in the ORGANIZATION field.
   You have two options:

   • To select from a list of organizations with names that contain a specific sequence of characters, type the characters in this field and pause.
   • To specify the organization by selecting the values for each of the organization levels, click in this field to display the Edit Organization dialog box. In the grid on that dialog box, select the code you want from the list for the first organization level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the organization. (You can also use the field above the grid on the Edit Organization dialog box to search for the organization by typing one or more characters from the organization name.)
7. Enter the employee's work phone number and email address.
8. If the employee requires access to Deltek CRM, do the following:.
   1. Hover over the row and click .
   2. On the User Setup dialog box, enter the employee's user name and default password for Deltek CRM and assign him or her a security role that provides the appropriate level of access.
   3. Click Save.
9. Hover over the row and click .
10. On the Employee Information dialog box, enter any additional employee information that you want to have available in Deltek CRM, and click Save. If you enter a preferred name, it automatically replaces the employee's first name in the FULL NAME field and elsewhere in Deltek CRM.
11. Repeat steps 2 - 9 for each additional employee.