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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