Employee records can be created via an existing company record, or in the persons section of master data.
Adding or Editing an Employee/Person Record
- Go to Master data > Companies and open the relevant company, OR go to Master data > Persons.
- If creating the employee through the Company record, select the Employee tab.
- Click the New button to create a new Employee record or open an existing record to edit it.
- Enter the relevant details on the Person tab.
- On the Employee tab (when creating the record via the company) you can enter an Abbreviation for the employee. In customs declarations, the entry of this abbreviation will complete all associated details in the Person in charge field.
- Click Apply if creating an employee through a company record.
- Click Save & close. (Any employee records created via the company record will also be displayed in the persons overview in master data).
Assigning a Person to Multiple Companies
- Go to Master data > Persons and open the relevant person.
- Select the Employee in companies tab.
- Click the New button and select the required company, then click Apply.
- Repeat the process to assign the employee to further companies as required, and then click Save & close.
When an Employee has Left the Company
If an employee has left the company, always set that person to Inactive, instead of deleting them. This allows you to keep track of which employees have used the application, even if they are no longer employed by your company. This can be important, for example, for future customs and foreign trade audits.
The Inactive field is in the Details section of the Person tab. When the Inactive box is ticked the employee is no longer visible in overviews, or is marked as inactive, and the employee is not available in selection lists. The associated data, however, remains in the background.