Step 3: Add and invite employees

1. Add Employee

  1. Go to Employees*
  2. Click on Add | Add Employee
  3. Enter the required information
  4. Click on Save & Close or Save & New

*Employee lexicon may have changed if it was renamed in Step - 1: Basic Set up

 

2. Invite Employees

Before you invite employees:

Project Teams: If you need to restrict employees access to assigned projects only, you should do that first -  click here to learn more.

Approval Workflow: If you need employees time/expense to be approved by a manager - click here to learn how to set up approval workflow

Invite Employees

  1. Go to Employees list
  2. Click on Edit button
  3. Check the Online Access box
  4. Confirm the email id and click on Send Mail

InviteEmp1.png

 

 

 

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