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- User Details: Enter the name, email and employee ID for the employee, and select a department in the Department drop-down menu (for details on administering departments, see /wiki/spaces/DRAF/pages/17072915). If there is a section custom fields (such as contract IDs for negotiated prices), enter the custom information or select the custom choices (such as a contract ID to assign to this user).
- Admin Settings: Click the checkbox if you want to give this employee access to the Admin Access Dashboard. To see everything available on the Admin Access Dashboard, see Navigating the Admin Access Dashboard.Expense Settings: Select an approver in the Assigned approver drop-down menu (for details on how employees get their expense reports approved, see /wiki/spaces/DRAF/pages/17072938). Click the Approver permissions checkbox if the employee also approves expense reports (for details on the approval role, see /wiki/spaces/DRAF/pages/17072939). Click the Payer permissions checkbox if the employer is also a payer (see /wiki/spaces/DRAF/pages/17072942 for details).
When finished, click Save or Save & Add Another.
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| Field | Description |
|---|---|
First Name* | The user's first name. |
Last Name* | The user's last name. |
Employee ID | Companies using an additional, unique employee IDs can optionally add this ID to the employee profile. |
Email* | The user's email address. |
| External ID | Leave this field empty. |
Department Name | Associate each user to an appropriate department name within your company. The department names must already exist in the system before employees can be associated with them. |
Assigned Approver | This individual will approve Expense expense reports for the specific employee in the upload. Approvers are identified by email address. Assigned approvers must have approver permissions. The approver must already be saved in the system as a user. |
Admin Permissions | Enter "Yes" or "No" as field values for this permission to allow or not allow the user full administrative access to your company's site configurations. |
Approver Permissions | Enter "Yes" or "No" as field values for this permission to allow or not allow the user the ability to approve expense reports for other employees. |
Payer Permissions | Enter "Yes" or "No" as field values for this permission to allow or not allow the user the ability to process approved expense reports for payment. |
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