What this does
The Employees screen lists everyone in the company with number, name, pay group, department, province, pay and status. Filters and search narrow the list.
Steps
- Choose Employees in the left menu.
- Type in Search name, number or email.
- Pick a status: Current, Inactive, Terminated or All.
- Pick a pay group, a department or a location from the drop-downs. Choose Clear filters to start again.
- Choose a row to open the employee.
The employee record tabs
An open employee has these tabs: Profile, Employment, Tax, Pay, Banking, Time off, YTD, Transactions, Notes & to-dos, Documents and History.
Other actions on the list
- Add employee and Import CSV.
- Select to pick several employees for bulk actions. See Bulk edit employees.
- The row menu has Edit, Delete, Employment verification letter… and Pay history letter….
Good to know
- Press Ctrl+K from anywhere to search screens, employees and pay runs.
- Links from other screens, such as Show employees on a pay group, open the list already filtered.
- A pay shows as an hourly rate or a yearly amount.
- An inactive employee stays in the list but is left out of pay runs.