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Step 2: Add Essential Details

Fill in the key information for the new employee, focusing on details needed for expense processing.

Steps:

  1. Core Identification:
    • First Name & Last Name: Enter the employee's legal name.
    • Code: Enter a unique employee code/ID (often from your HR/Payroll system).
  2. Contact Information:
    • Click Add Email. Enter the employee's primary work Email Address. Add other emails if needed (e.g., personal email they might forward receipts from).
  3. Link to User Account (Important):
    • Click the User Profile field.
    • Search for and select the employee's corresponding Zudello User account (the account they use to log in). This links the employee record to their login identity.
  4. Bank Details (for Reimbursement):
    • Click Add Bank Account.
    • Enter the employee's Bank Account Name, Bank Account Number, and Bank BSB (or equivalent) where reimbursements should be sent.
  5. Other Details (Optional but Recommended):
    • Assign a Direct Manager if using Management Tree approvals.
    • Set any Default Coding (Department, Cost Centre) relevant to this employee's typical expenses.

What Happens Next?

The essential employee details are entered. The final step is to save the record.

Next Step: Save Employee Record

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