Add Employee
You can add employees on the Company Employees page
To add a new employee, click the Invite Employee button at the top of the page.
You will be presented with a window where you can specify the details for the employee. You can enter:
- First and last name. The employee will get a chance to confirm this when they register.
- Employee email
- (optional) Department (defaults to your department)
- (optional) Travel Policy (defaults to no policy)
- (optional) Manager
- (optional) Role (defaults to Employee)
Once you are done filling out the form, click the Invite button to finish the process. You will now see the employee in the list of employees.
Even if the employee has not registered, you can now book travel on their behalf.
Modify Employee
You can modify employees on the Company Employees page
Select the employee by clicking on one of the rows in the employee list and click the button at the top of the page.
You will be presented with a window where you can edit the details for the employee. You can update the:
- First and last name
- (optional) Department (defaults to your department)
- (optional) Travel Policy (defaults to no policy)
- (optional) Manager
- (optional) Role (defaults to Employee)
- (optional) Custom employee fields
Once you are done filling out the form, click the button to update the employee.
Deactivate Employee
Deactivated employees will remain on the employee list for historical and reporting purposes. However, deactivated employees cannot log in or book any travel.
To deactivate an employee, first select the desired row in the list of all employees.
Then click the Deactivate button above the employee list.
You will be presented with a confirmation dialog to make sure you want to deactivate the employee. Once you confirm, the employee will no longer be active.
Custom Employee Fields
You can add and manage custom employee fields on the Company Employees page
Custom employee fields allow you to add unique identifiers for each employee. These fields will show up on Company Reports and all transaction receipts. You can add anything from corporate details to favorite colors - it's completely up to you.
Some common custom employee fields include:
- Employee ID
- Office Location
- etc.
To add a custom field, click the button at the top right hand corner of the page.
You will be presented with a dialog to decide what type of field this will be. The options are:
- Text - This will allow you to type in any value for the custom field
- Number - This will restrict the value to only numbers
- List - This will restrict the value to a predefined list of values
After selecting the field type, you can enter a name for the field. This will be the name that shows up on all Reports and Receipts going forward.
Once you're done, click to save the custom employee field.
You should immediately see the field show up as an additional column on the employee list. You can always edit the value by hovering over the custom field and clicking the icon for each employee.
The value you set will show up on the Company Reports page and on all transaction receipts.
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