Employees - Overview

Employees are individuals who can access only their portal.

• The employee portal is where employees can:
  • Submit and manage their own business-related travel and expense transactions for approval.
  • View and manage their payroll information.
• Add anyone as an employee if their role involves submitting or approving their own travel and expense transactions, or managing their payroll information through the portal. For example, members of the sales team who travel frequently and need to submit their own travel expenses, or employees who need to access their pay stubs/pay slips.
• By default, employees can’t access the Admin View. If they need access to organizational data in addition to managing their own transactions and payroll information, you can give them access by adding them as users. They can then switch by clicking Switch to Admin View in the bottom left corner.

Statuses of Employees

• All Employees - All the employees of your organization will be listed in the All Employees filter.
• Active Employees - All the active employees of your organization will be listed in the Active Employees filter.
• Exited Employees - Employees who have resigned or been terminated from your organization will be listed in the Exited Employees filter.
• Incomplete Employees - If you haven’t set up an employee’s Compensation, Personal Details, Tax Details, or Payment Details, they will be listed in the Incomplete Employees filter.
• Portal Enabled Employees - If Employee Portal has been enabled for your employees, they will be listed in the Portal Enabled Employees filter.
• Portal Disabled Employees - If Employee Portal has been disabled for your employees, they will be listed in the Portal Disabled Employees filter.
• Yet to Accept Portal Invite Employees - If your employees are yet to accept their employee portal invitation, they will be listed in the Yet to Accept Portal Invite Employees filter.