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- For the Admin, Approver, and Payer Permissions, enter "Yes" or "No" to assign appropriate permissions. If these fields are left blank, the permission defaults to "No". Approver Permissions can only be changed from "Yes" to "No" in Admin Access.
- Required fields are marked with an asterisk (*) in the table below.
- If required fields are empty, the upload will fail.
| Field | Description |
|---|---|
First Name* | The user's first name. |
Last Name* | The user's last name. |
Employee ID | Companies using an additional, unique employee ID 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 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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