Create an Employee #

1. Navigate to Payroll – Lists – Employees. Employee is an entry type in the Companies list, which brings together the relationship with all counterparties – Vendors, Customers and Employees. Your Employee can be your Customer (in case they buy anything) or an Employee can be your Vendor (e.g. if he rents the car to your Company).
2. Create a New entry.
3. Tick the checkbox Employee.
4. Specify the name (Company field), Gender and Date of birth.
5. Save the entry.
6. Employee info (Date of hiring / Dismissal, Department etc.) will be filled in automatically, once the Personnel order is posted.

Hire an Employee #

1. Navigate to Payroll →  Personnel Orders.
2. Click Create and select Hire document type.
3. Specify the hiring date in the Event date field.
4. Select an Employee (Employees are stored in the Companies list).
5. Specify the Department (optional) and Position (required).
6. Basic salary will be filled in automatically according to the selected Position.
7. Save the document.

Transfer an Employee #

Use the Transfer document to change the Department or Position of an Employee

1. Navigate to Payroll →  Personnel Orders.
2. Click Create and select Transfer document type.
3. Specify the transfer date in the Event date field.
4. Enter new Department and/or new Position. Previous Department and/or Position will be displayed next fo the field..
5. If a new Position has been entered, basic salary will be filled in automatically.
6. Save the document.

Dismiss an Employee #

1. Navigate to Payroll →  Personnel Orders.
2. Click Create and select Dismiss document type.
3. Select an Employee (Employees are stored in the Companies list).
4. Specify the dismissal date in the Event date field.
5. Save the document.