Once you have created an employee record in the system, it is important that you continue to the employee details card to complete the set-up with additional employee settings, including assigning a default activity, holiday calendar, and capacity profile. The fields listed in the article below are recommended as part of the initial employee setup. Other fields are available, however will be dependent on your agency processes.
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ACCESS THE EMPLOYEE CARD
There are two options for adding additional information to a clienton an employee:
via the employee card pop-up presented upon completion of creating the employee
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2. via the resources module > employee settings grid
Select the employee > open the employee card
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EMPLOYEE BASIC SETTINGS
There are a few key pieces of information to add in employee basic settings.
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Check the following fields are correct:
FIELD | DESCRIPTION |
 | Check that the correct manager, traffic manager, time sheet approver and substitute employee are selected, in line with your agency/office approval process |
Default Activity  | Check/adjust the default activity to ensure it’s the correct activity for the employee |
Holiday Calendar  | If different from the company default (e.g. if you have employees in different regions), select the public holiday calendar relevant to this employee |
Timesheet check boxes  | Use the three timesheet check boxes to define whether this person should do timesheets and be notified regarding late timesheets |
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RATES & BILLABLE TARGETS
Accessed from settings 
icon in the employee card, these settings are used for reporting purposes.
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When someone’s cost or sale rate or utilisation target changes, be sure to add a new profile with a new effective from date. This will ensure historical reporting remains accurate.
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TEAM SETTINGS
Accessed from settings icon in the employee card, teams are used for grouping employees together for filtering and reporting purposes.
Select all teams that this employee should be part of, by checking the relevant box
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CAPACITY PROFILE
Accessed from settings icon in the employee card, this is used for accurate capacity reporting.
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