Tutorial: Manage Your First Employee Record
Goal: Create a new employee record, adding essential details required for processing expense claims and reimbursements.
Persona: Kenji Tanaka (Data Analyst) or Fatima Ahmed (Finance Administrator)
Accurate employee records are necessary for managing expense claims, assigning approvals, and ensuring correct reimbursements. While basic user accounts handle login and permissions, the Employee record within the Relationships module stores specific details relevant to the individual as an employee, such as their bank details for reimbursement.
This guide covers the essential steps for creating a new employee record: initiating the record, adding core identification and payment details, and saving the record.
Steps:
Let's start by creating a blank employee record.