Add a Temporary Employee in Resource Setup
Set up temporary employees in Resource Setup or on the Manage Resources tab.
- Select the Administration tab.
- Under Administrative Functions in the left pane, click Resource Setup.
- Click Refresh .
- To ensure you have the latest information from the back office accounting system, select the Synchronize from Backoffice check box, and click Refresh.
- Review the list to verify the employee or equipment is not already available in the system. Sort by Type (Employee or Equipment) to simplify your search.
- To add a new employee or piece of equipment, click Add at the top of the screen.
Verify that the Active
check box is marked, and enter the following information:
- Resource No.
- Description (Name)
- Type (Employee or Equipment)
- PR Group (Payroll Group)
- In the Available field, choose the start date for the employee or the date the equipment will be available.
- The Temporary check box is selected by default.
- Click Save .