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Adding an employee to a role

To add an employee to a role

  1. From the > Setup menu, click Employees.
  1. Click the employee you want to add to a role, and click Edit.
  2. Click the General tab.
  3. In the Role field, click to select the role you want for the employee.
  4. Click Save.
  5. Click Close.

Concepts

About employees

Tasks

Setting up employees

Setting up employees for in-house payroll

Changing an employee

Copying a client, vendor, employee, or contact

Inactivating and reactivating an employee

Deleting an employee

Recalculating time

Transactions affected when recalculating time

References

Calculation method

Employee Workload report

Employee Utilization report

Hours Distribution by Employee report

Rejected Time report

Employee inquiry

 

 

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