And this is how it works...
Where can I find these functions?
Under the menu ⨠ + Employees.
Add employees
Open your employees module and select in the upper right corner
⨠ + Add employee.
Now add the first and last name as well as the e-mail address of the employee.
Select whether the employee will be paid.
Save the entry.
❗Note: In the list view, you can edit the employee again at any time by selecting this icon 🖍.
Access rights
With the button ⨠Access to Accounto the employee gets access to Accounto. As soon as you have selected the button, the detailed access rights appear.
Company access: The employee has access to all company data.
Company access: the employee has access to the following selectable modules:
> Release invoices
> Pay invoices
> Accounting
> Wages
> Sales
Employee Access: The employee has access to his/her pay stubs and can upload expense receipts.
With ⨠Save, the employee receives an invitation to Accounto by e-mail and the other columns for data entry are displayed.
Base data
Fill in the mask (1) completely if possible. Especially important are the employee details (2) as well as emergency contact (3), bank details (4) address (5) and contact details (6). Optionally, a picture (7) can also be uploaded.
You will be redirected to the employees again and will notice that the status is now yellow (ready for registration).
Click on the pencil icon again and navigate to the base data. If you scroll down, you will now see a yellow activate (1) button.
Click on this button and make sure that the status of the employees is now green (salary configured) (2).
❗ Note: The employees will not appear in the wages and expenses module if the status is not green (wage set up). Follow the steps above to fully set up the employee.
Documents
Under Documents the created payslips are displayed automatically.
Optionally, additional documents (employment contract, medical certificates, ...) can also be added manually. To do this, click ⨠ + Add document.
Salaries
Select the ⨠ + Add salary button to add a salary for this employee(s).
a. Define the salary type.
b. Enter the gross rate or monthly salary.
c. Select the employment level or percentage.
d. Define the start date.
e. In case of permanent employment, the end date should be left blank.
The standard wage is now automatically taken into account during the payroll run.
Send invitation
When saving the newly created employee(s), an invitation email is automatically sent to the employee's email address. You can resend this invitation at any time by clicking the ⨠Resend invitation button in the edit view below.
