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.
You create an employee under Administration > Employees with Add Employee. The New Employee dialog creates the record and sets up the login right away if you want. Everything else, from the address to the salary, you maintain afterwards in the master data.
Invitation
| Field | Required | Meaning |
|---|---|---|
| Set up application access | - | Switched on, the person gets a login and takes a seat. The dialog shows how many seats are still free |
| Email Address | with access | Address the invitation goes to. It also becomes the work email of the record |
| Organization Role | with access | Member books hours and sees their own data, Owner has full access to administration, billing, controlling and settings |
Switched off, a record without login is created, meant for former employees whose hours you need for evaluations. Instead of the invitation the dialog then asks for the optional Work Email.
Basic information
| Field | Required | Meaning |
|---|---|---|
| First Name | yes | Appears on timesheets, invoices and the bonus notification |
| Last Name | yes | Appears on the same documents |
| Employee Number | - | Preset with the next free number, the dialog names the last one given. Appears in lists and selection fields |
| Company Code | - | The company the person belongs to. It is the sender on their invoices, see My organisation |
Employment details
| Field | Required | Meaning |
|---|---|---|
| Employee Type | - | Group such as consultant or administration. Controlling filters utilisation and hourly rate by it, see Utilisation and budget |
| Job Title | - | Free text for the list |
| Start Date | - | The start of employment. From this day target hours, vacation entitlement and salary count |
| Annual Vacation Days | - | Preset with the default from the vacation rules |
| Active Employee | - | Only active employees appear in planning and project assignment |
Create
With application access the button reads Create & Invite: the record is created and the person receives an e-mail with the join link. Without access it reads Create Employee. If all seats are taken, the dialog offers to extend the subscription by one seat.
What is still missing afterwards
The new employee has no weekly hours and no projects yet. Next, create the work requirement so that target hours and capacity are right, and assign the projects with rate so the person can book. Salary and bonus profile follow under Vacation and compensation.
Many employees at once you bring into the system with the import from Excel. The invitation then follows per person from the list, see Account and seats.
Employee management
Create and maintain employees in QUANTICAL.ERP - record, user account and seat, master data, work requirements, project assignments, rates, vacation and compensation.
Account and seats
Read the employee list in QUANTICAL.ERP - account and organisation role per person, invite users, resend invitations, activate and deactivate seats.