Managing Subtabs on the Employee Template

The following subtabs that appear on the employee template depend on the enabled features in your account. For example, if you have SuitePeople U.S. Payroll enabled in your NetSuite account, the Payroll subtab will be available to you on the employee template.

The most common subtabs that will appear on the employee template include the following:

• Payroll subtab

• Project Management subtab

• Time-Off Management subtab

To define values on the Payroll subtab:

1. Check the Include in Payroll box to indicate if the employees created with this template are included in SuitePeople U.S. Payroll.

2. Check the Compensation Type box to indicate if the employees created with this template are paid on a wage basis or on a salary basis.

3. Check the Pay Frequency box to indicate how often employees created with this template are paid.

4. Check the Workplace box to select an existing workplace for the employees created with this template, or click the plus sign to create a new one.

5. You can define more Payroll items such as earnings, taxes, deductions, contributions, and accrued time for the employees created with this template.

   • For steps on setting up deductions, see Setting up Deductions for an Employee.

   • For steps on setting up company contributions, see Setting up Company Contributions for an Employee.

   • For steps on setting up accrued time such as vacation and sick time, see Setting up Accrued Time for an Employee.

6. Click Save to make your template available on employee records.

To define values on the Project Management subtab:

1. If the Project Management feature has been enabled, you can check the Project Resource box to enable the employee to be added as a resource on projects and tasks.

   • If the Project Resource box is checked for this employee, the following fields are available for customization:

     • You can check the Project Manager box to mark the employee as a Project Manager.

     • In the Default Project Resource Role field, you can select which role the employee will be assigned when they are assigned to a project.

     • In the Target Utilization field, enter the percentage of time the employee has or will contribute to project work.

     • In the Work Calendar field, select the work calendar for this employee.

2. Click Save to make your template available on employee records.

To define values on the Time-Off Management subtab:

1. If the Time-Off Management feature has been enabled, you can check the Time-Off Self Approver to enable this employee to approve their own time-off requests.

2. Click Save to make your template available on employee records.

To define values on other subtabs:

1. If the System Information subtab is available to you, you can check the Inactive box to inactivate the employee record for this template.

2. If the SuiteCloud platform is available to you, a Custom subtab will appear on the employee template. You can add any custom fields you think would be relevant for the employee template. For more information about custom fields, see Custom Fields.

3. The Access subtab will be available depending on any bundles you have installed in your account. For example, if you have the Expensify bundle installed, you can check the Restrict Access to Expensify box to restrict this employee from accessing Expensify. For more information about installing SuiteBundles, see SuiteBundler Overview and SuiteApp Installation and Update.

Related Topics

Creating an Employee Template

General Notices