Overview
The Employee Details screen is the main place where staff records are created and maintained. It keeps contact information, employment structure, payroll-related settings, addresses, schedules, and employee documents together in one record.
Main purposeMaintain a complete employee master record used across HR, payroll, schedules, and reporting.
Important areasEmployee details, department and manager, payroll settings, addresses, schedules, custom fields, and documents.
Business valueCleaner payroll, better employee history, and more reliable information across HR and management screens.
Where To Find It
Common Path: Employees > Employee List > New or Open Employee
Most users start from the Employee List, then open an existing employee or create a new one for onboarding.
Note: Some tabs can appear or hide depending on enabled modules such as scheduling, documents, or leave management.
How It Works
Each employee has one main record. That record stores identity, contact details, employment structure, pay settings, activity scheduling, and supporting documents. Other QBM areas then use this information automatically.
- Department and manager links help define structure and reporting relationships.
- Payroll settings support salary and payroll-entry processes.
- Address tabs help store both main and additional addresses.
- Schedules and activities support reminders, appointments, or employee-related actions when enabled.
Main Areas
| Area | What It Is Used For |
|---|---|
| General Details | Main employee identity, status, contact details, and company information. |
| Employment Structure | Department, manager, job role, and related organizational details. |
| Payroll Settings | Rates, salary values, pay settings, and payroll-related controls. |
| Addresses | Main and additional addresses plus formatted contact information. |
| Schedules / Activities | Employee-linked reminders, appointments, or activity history. |
| Custom Fields And Documents | Company-specific extra fields and attachments. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Employee Name | The main name of the employee record. | Use the official name used in payroll and reporting. |
| Department | The department the employee belongs to. | Use it for structure, filtering, and payroll grouping. |
| Manager | The supervising employee. | Use it when management hierarchy matters. |
| Hire Date | The employment start date. | Use it for HR history and reporting. |
| Regular Rate / Salary | The employee pay value used by your payroll process. | Keep this aligned with actual payroll policy. |
| Addresses And Contact Details | Phone, email, address, and related communication details. | Use them for HR communication and printing. |
| Inactive | Marks the employee record as no longer active for normal use. | Use it when the employee should remain in history but not be used for new work. |
Recommended Workflow
- Create the employee record from the Employee List.
- Enter the employee name, contact details, and employment structure such as department and manager.
- Review payroll settings and pay values according to company policy.
- Add address information and additional contact details if needed.
- Attach supporting documents or custom-field information if your company uses them.
- Save the record and review the employee in related HR or payroll processes.
Best Practice
- Keep department and manager links current so reporting remains accurate.
- Review pay settings carefully before payroll is processed.
- Use inactive status instead of deleting old staff history.
- Store supporting documents on the employee record when that is part of company policy.
- Keep phone and email details current to support communication and service workflows.