How to Create or Add an Employee Type

Company Admin (Super) > Settings > Employees > Actions > Add Employee Type

When you set up user accounts for your employees during implementation you will asked to identify the employee types or groups that you will be engaging with on the platform, reporting on and processing payroll donations.

Please note that employee types will be required for payroll giving, ensure that your Payroll Team have communicated to your implementation team the employee types or groups that need to be displayed so they are able to export the appropriate data to process donations during each pay cycle.

Instructions

On the navigation bar, click Settings and you will see Employees under Set up

  1. Click the Employees icon

  2. Then, click on the Actions button and select the Manage Employee Type a new page will appear

  3. Then, click on Actions button and select Add Employee Type from the drop down menu. A pop up window will appear.

     

  4. Enter the Employee Type Name

  5. Select a Reporting Group from the drop down menu.

  6. Enter the Ldap Name (optional).

  7. Tick Payroll Giving, if this employee type will be taking part in payroll giving.

  8. Click Save, to add this employee type.

Reporting Group was set up during implementation. If you require a new reporting group, we recommend you contact your Accounts Manager.

Ldap Name is related to your user provisioning set up during implementation. We recommend you get in touch with your team to determine if this is relevant to your company.

Repeat the process until you have created all the employee types for your company.

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