How do I create an employee?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can add users in Yuki and create employees. Employees can be users, but users are of course not always employees. Employees are also (contact) persons. 

For several reasons you can create employees in Yuki:

• You can then only make documents visible to employees (these are not visible to users who are not employees).
• Employees are linked to the pay slip.
• Absence and vacation of employees are recorded and reported in the Calendar.
• The Current Account Employees can be kept for receipts paid by employees (expense claims).

Create new employee

Hover your mouse over the HR icon in the navigation bar and click on Employees. In the now-opened screen, click on the New button.

The following screen is opened:

Turn an existing user into an employee

An existing user (person) becomes an employee as soon as you select one of the administrations (companies) in the domain on the 'Person' tab in the 'Company' field. In the selection screen, the name of an administration contains an icon of a folder.

After creating an employee, the 'Employee' tab is automatically added to the contact card of the respective user (person)).

For a detailed description of creating an employee, see article Create new employee.

ATTENTION!

When an administration in your domain is linked to Nmbrs®, an employee is automatically created (with correct employee number, name, address details and bank account) in the administration when it appears that the employee number does not yet exist in the relevant administration in Yuki.