Adding employees

To add employees:

  1. Click the plus sign to expand Employees.
  2. Click Add New Employee.
  3. In the Employee ID box, specify the ID. You can pre-assign ID's for future employees by saving the record now without completing the detail.
  4. Optionally, change the percent of amounts that should be allocated to products for the employee.
    1. Click Allocation. If the default member is a read-only or no-access member, a database error message displays and indicates a security check failed when an employee or event is saved. You can delete the employee or event but if the views are calculated before the employee or event is deleted, the submitted changes can no longer be deleted by a user with read-only access or no access. In this case, contact your administrator or another user with read-write access to the default member in order to delete the employee or event.
    2. In the Current Allocation section, click Change. The New Allocation section is enabled. Click Clear to remove all current settings from the New Allocation section (the Total amount changes from 100% to 0%).
    3. Specify the percent amounts to be allocated to each product. The amounts must be specified as integers between 1 and 100, and the total of all entries must add up to 100. If you need to find a member in the list, specify the member's name in the Find field.
    4. Click Apply. The new settings display in the Current Allocation group box.
    5. Click Close.
  5. Click Global Events. Select the applicable events, and click OK. If your fiscal year is not based on the calendar year but you use a global event that is based on a calendar year (such as the FICA tax in the United States), use January as the start date for existing employees (or the actual start date, if later than January). Otherwise, the event may not take into account the prior months of the calendar year.
  6. In the Name box, specify the employee name.
  7. In the Headcount box, specify the number of full-time positions the employee holds. This is typically 1 for a full-time employee.
  8. In the Date box, specify the date for the event.
  9. From the Employee Type list, select an employee type.
  10. In the Title box, specify the employee title. The title is case-insensitive.
  11. From the Event Type list, select an event. The default event for the first event is Salary. For subsequent events, the default is the first event listed in the list.
  12. In the Amt/Rate box, Specify the annual salary or an hourly amount, depending on the employee type.
  13. In the Hours box, specify the number of hours per day, week, month, or year, depending on the employee type.
  14. Optionally, in the FTE Pct box, specify the full-time equivalent percent. This is the percent of the employee's time that is spent working in the current member, regardless of whether they are full- or part-time. For example, an employee working 20 hours a week 100% of the time for a particular unit is equivalent to an employee working 40 hours 50% of the time for the same unit.
  15. Optionally, click Product box to change the percent allocation for products for this event. This field is not enabled for the salary event.
  16. Click Save.