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Enter your employees into the Employee Manager by selecting "New" and filling all information in as follows.
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Highlight the employee and select Open Welcome to the Employee Manager module, your comprehensive solution for managing employee details, tracking significant dates, and streamlining payroll processes. This module is designed to help you efficiently manage your workforce by keeping track of hire dates, birthdays, review dates, pay rates, and more. By accurately setting up your employees with their pay rates, you can effortlessly track hours worked and automatically job cost. Additionally, this module allows for seamless integration with QuickBooks, enabling you to push employee hours directly to QuickBooks for payroll processing. Let's dive into how you can maximize the benefits of the Employee Manager module.
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Getting Started with Employee Manager
To begin, you'll need to enter your employees into the Employee Manager. Here's how you can do it:
Adding New Employees: Click on "New" to add an employee. You'll be prompted to fill in all the necessary information. Ensure you complete each field to maintain accurate records.
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Viewing or Editing Employee Details: To view or edit an employee's details, highlight the employee's name and select "Open" on the top toolbar or double-click
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on the name. This action allows you to review and modify any information as needed.
| Note |
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To ensure accurate time tracking and to avoid errors when entering time, it's essential crucial to provide specify the "Overtime Type" for each employee." |
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General Information
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Enter Employee InformationAttach employees : Start by entering the basic details of your employees.
Linking to e-manage|ONE Users (if applicable)
Attach employee to salesperson (if applicable - only attach salespeople to salespeople)
Attach installer to installer (if applicable - only attach installer to installer)
: If applicable, attach employees to e-manage|ONE users for integrated functionality.Salesperson and Installer Assignment: Attach employees to their respective roles (e.g., salesperson to salesperson, installer to installer) as applicable. If the employee does not appear in the drop down dropdown list, refer to the https://emanageone.atlassian.net/l/cp/JMfRvs0W section for setup instructions.
Enter a Pay Schedule for Employee (See Below for Additional Information)
You must only have: Establish a pay schedule for each employee. Remember, only one default pay schedule
(this is what willshould exist, which will be the default on the time clock
).
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Pay / OT Rates
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Hourly Employees: For those paid by the hour, create a Pay Schedule
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matching the QuickBooks Item Name for each schedule available.
Salary Employees: Calculate the Actual / OT / hr
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rate by dividing the annual salary by 2080 hours and
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adding the
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percentage for taxes and benefits.
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Note: The pay rate in e-manageONE does not push over to QuickBooks. You need to enter it in both places.
If you are using QuickBooks Payroll, you will need to create multiple Pay Schedules for Standard Pay, Overtime, Double Time, Davis Bacon, etc.
Reach out to Support for more information on how to setup QuickBooks Payroll with e-manage.
Notes
Create employee notes here
Emergency Contacts
Enter all emergency contact information for the employee
Issued Assets
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For example, a $36,000 salary equates to an actual employee cost per hour of $21.64 when factored with additional costs.
Note: Pay rates in e-manage|ONE must also be entered in QuickBooks as they do not automatically sync.
Additional Sections
Notes: Here, you can create notes specific to each employee.
Emergency Contacts: Enter all necessary emergency contact information.
Issued Assets: Keep a record of all assets issued to employees from the e-manage|ONE Asset Manager.
Documents
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: Attach important documents like driver's abstracts, resumes, etc., to the employee's record.
Sick / PTO Days
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See here for additional info
Employee Supervisors
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: Manage and track sick days and paid time off.
Employee Supervisors: Designate supervisors who can clock in their entire crew with a click of a button
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using the Crew Mobile App. This is
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essential for enabling functionality in the Crew Mobile app. See
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here for more
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details: e-manage|ONE Crew App
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For detailed instructions on setting up QuickBooks Payroll with e-manage or any other assistance, don't hesitate to reach out to Support.
This guide aims to provide you with a clear understanding of how to utilize the Employee Manager module effectively. By following these steps, you can ensure a streamlined process for managing your employees' information, pay rates, and integrating with QuickBooks for efficient payroll management.