Employee Types are optional categories for which employees can be assigned. Common uses of the Employee Types include categorizing employees by Exempt/Non-Exempt, Union/Non-Union, Owner/Non-Owner, Field, Office, Regular, Contractor, or Intern.

If no values are defined, then the Employee Types drop-down menu for an Employee's Demographic Information screen will be blank.

If your Employee Data Import includes a field for "Employee Type", then you must define the Employee Type from the Employee Type page before importing your data.

Understanding the Employee Types Page

Setup Options for Employee Types

• Code - The Code entered in this field can be custom and only allows up to 10 characters.
• Description - The Description is what will show in the drop-down box for selection on the employee record.

Employee Types List

The list will have columns for:

• - Clicking this icon will allow you to edit the description of an employee type.
• Code
• Description - The description is what will show in the drop-down box for selection on the employee record.
• Number Assigned - The number of employee records for the respective employee type.

From the Actions drop-down menu, you can:

• Delete Selected Records

Adding an Employee Type

1. Enter a code (10-character max) and description for the employee types as required.

   

2. Click Save.
3. The employee type will populate the employee type list.

   

Editing an Employee Type

1. Click the edit icon towards the far left of an employee type.

   

2. Edit the employee type description that loads into the top menu. The employee type code cannot be edited.

   

3. Click Save when finished.

Deleting an Employee Type

1. Select the employee type(s) towards the far right of an employee type record.

   

2. From the Actions drop-down menu, click Delete Selected Records.

   

3. Confirm the deletion of the employee type(s). If the deleted employee type(s) are associated with an employee record, the employee type(s) will be removed from their demographic info.