Setting Up Employee Related Lists

NetSuite provides several predefined categories used to group records. These categories are called lists because each category can includes a list of values that can be set on records. Some lists have system-defined values, but you can add values to most lists as required by your business. System-defined values and the values you add to these lists, display as options in lists for related fields.

Employee related lists provide values used on employee records to categorize them.

Use the links on the Setup > Accounting > Employee Related Lists page to create categories used to provide information about your employees on employee records. The values you add appear as options in lists for employees.

The following lists may be available in your account:

List

Description

Education

Education values are used to define employees' level of education. These values display on the Human Resources, Education subtab of employee records.

Employee Status

Employee status values can be used to categorize employees' work status. Example values include Medical Leave, Parental Leave, and Unpaid Leave. These values display on the Human Resources subtab of employee records.

You can assign a category for an employee status. Employee status categories are used to track the lifecycle of an employee as they transition through the company. Employee status categories include the following: Prehire, Actively Employed, Leave, and Terminated.

By default, there are eight inactive employee status values that are assigned to a category. They are as follows:

  • Actively Employed — Actively Employed

  • Medical Leave — Leave

  • Parental Leave — Leave

  • Prehire — Prehire

  • Probation — Actively Employed

  • Terminated — Terminated

  • Terminated with Pay and Benefits — Terminated

  • Unpaid Leave — Leave

The employee status category cannot be changed, however, if required, you can edit the employee status name. For the employee status value to appear on the Human Resources subtab of employee records, make sure the Inactive box is cleared. The employee status values may be changed.

Note:

When you have the Effective Dating feature enabled, you can effective date employee status values. To view employee status transitions, select the Effective Date Log subtab on the employee record.

Employee Type

Employee type values are used to categorize employees for descriptive or reporting purposes. These values display on the Human Resources subtab of employee records. System-defined values include the following: Contractor, Exempt (in the U.S., an employee not entitled to overtime pay), Officer, Owner, Regular Employee, and Statutory Employee.

Note:

You can include one or more types of employees in employee-related key performance indicators, and search results by checking the Include in KPI box.

You can assign a category for an employee type value. Employee type categories are used to classify the different types of workers in your company, and represent the legal relationship between your company and the employee.

By default, there are eight inactive employee type values that are assigned to a category. They are as follows:

  • Casual — Contingent

  • Consultant — Contractor

  • Full-Time — Permanent

  • Part-Time — Permanent

  • Seasonal — Contingent

  • System Bot — Non Worker

  • Temporary — Contingent

  • Volunteer — Non Worker

The employee type category cannot be changed, however, if required, you can edit the employee type name. For the employee type value to appear on the Human Resources subtab of employee records, make sure the Inactive box is cleared. The employee type values may be changed.

Note:

When you have the Effective Dating feature enabled, you can effective date employee type values. To view employee type transitions, select the Effective Date Log subtab on the employee record.

Ethnicity

Ethnicity values are used to categorize employees' ethnicity. These values display on the Human Resources, Personal subtab of employee records.

Marital Status

Marital status values are used to categorize employees' marital status such as Single, Married, or Divorced. These values display on the Human Resources, Personal subtab of employee records.

Project Resource Role

This list is available when the Project Management feature is enabled. Project resource role values are used to identify the roles of employees or vendors on project records.

For more information, read Creating a Project Resource Role.

Resident Status

Resident status values are used to identify employee status, based on Section 1 of their completed I-9 forms. These values display on the Human Resources, Work Status subtab of employee records.

Visa Type

Visa type values are used to identify visa information from employee records. These values display on the Human Resources, Work Status subtab of employee records.

Other lists in addition to Employee Related Lists are available for use in categorizing other types of records:

Related Topics:

General Notices