Employee Types Setup Overview

Employee types determine the accounts that Vision uses to charge labor to projects, phases, and tasks.

You create or modify employee types in Accounting Configuration. You assign employee types to employees in the Employee Info Center. Each employee must be associated with an employee type because Vision uses the employee type to charge labor to projects.

Vision's standard employee types are Employee, Management, and Principal. You can add more types.

Because you categorize your employees by employee type and have their labor posted to separate accounts, the Account Analysis report shows labor expenses separated by employee type. You can post overhead time by project number rather than employee type, as defined in Time Analysis Setup.

Multicompany

If you use the Multicompany feature, you must set up employee types for each company:

  • You create or modify employee types at the enterprise level (for all your companies) on the General tab of Employee Types Configuration.

  • On a company-by-company basis, you assign employee types to direct and indirect accounts on the Accounting tab of Employee Types Configuration.

  • You assign an employee type to each employee in the Employee Info Center.

Not all companies in your enterprise necessarily have the same employee types selected. To allow for the possibility that Company A may reference an employee type that Company B does not use, you must specify the direct and indirect accounts to be used if Vision processes timesheets or labor adjustments that reference such a foreign employee type. Vision uses the intercompany account number entered in the Foreign employee type labor posting accounts-Direct field on the Accounts tab of Accounting Company Settings.