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Employee Type Management

  • Employee Type Codes: Admins can define and assign "Employee Type" codes to categorize employees within PayExpense. These codes might reflect various employment classifications relevant to your organization.
  • Adding New Types (Optional): Some PayExpense versions might allow admins to create new employee types if the pre-defined options are insufficient. This is typically done by clicking a "+" symbol and providing details for the new type.
  • Assigning Employee Types: Admins can associate an employee type code with each employee profile within PayExpense. This assignment might be based on factors such as:
    • Employment status (Full-time, Part-time, Contract)
    • Worker classification (Exempt, Non-exempt)
    • Payroll category

Benefits of Employee Type Management:

  • Streamlined Workflows: Categorizing employees by type can facilitate automated routing of expense reports or approvals based on pre-defined workflows (e.g., different approval processes for full-time vs. contract employees).
  • Enhanced Reporting: Employee type data can be used for expense report filtering and analysis, providing insights into spending patterns across different employee groups.
  • Improved Policy Application: Certain expense policies or spending limits might be tailored to specific employee types, ensuring appropriate controls are in place.

Examples of Employee Types:

  • Full-Time
  • Part-Time
  • Contract
  • Temporary
  • Intern
  • Consultant
  • Exempt (typically salaried employees)
  • Non-Exempt (typically hourly employees)
  • Sales
  • Non Sales

By effectively managing Employee Types in PayExpense, organizations can create a more organized system for expense management, catering to different employee classifications and aligning with established policies.

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