Employee management
Create and maintain employees in QUANTICAL.ERP - record, user account and seat, master data, work requirements, project assignments, rates, vacation and compensation.
Employee management holds everything QUANTICAL.ERP knows about a person: the master data, the contract with weekly hours and vacation days, the projects with rates and the salary. You find it under Administration > Employees.
Three terms help to get started. The employee record is the person with their data, it can exist without a login. The user account is the login the person books hours with. The seat is the licence an account needs for use, billing is per active seat.
Create an employee
Create the record and set up application access right away if you like.
Account and seats
Read the list, invite users, activate and deactivate seats.
Master data
Contact, address with federal state, bank, employment details and tax information.
Work requirements
Weekly hours per period as the basis for target hours and capacity.
Project assignments and rates
A person's projects with their rates from the employee's point of view.
Vacation and compensation
Vacation entitlement and allocations, annual salary, other payments and bonus profiles.
The tabs in the employee
Edit Employee has six tabs: Employee Master Data, Work Requirements, Project Assignments, Rates, Vacation and Compensation. Each has its page in this chapter. How the vacation days flow into vacation management and the salary into controlling is under Adjust vacation days and Costs and overhead.
The Bonus tab next to the employee list manages bonus profiles and payouts, see the Bonus chapter.
By employee
See and plan all allocations of one person across their projects in QUANTICAL.ERP budget planning - with project and budget ID per row.
Create an employee
Create a new employee in QUANTICAL.ERP - every field of the New Employee dialog with requirement, meaning and effect, from the invitation to the employment details.