Setting Up Employee Related Lists

NetSuite provides a number of 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 dropdowns for related fields.

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

To review existing values available for the various accounting lists, go to Setup >Accounting > Employee Related Lists. Values are grouped alphabetically by list name, and within that, alphabetically by value description.
To add a value to an accounting list, go to Setup > Accounting > Employee Related Lists >New, and click on a list. Complete field(s) and click Save. You can click the New button to add another value.

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 on employee records. These values display on the Human Resources, Work Status subtab of employee records.

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 on 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:

Accounting lists provide values for accounting-related groupings on a variety of records including transactions, items, budgets, customers, projects, and vendors. See Setting Up Accounting Lists.
CRM lists provide customer relationship management values to group records such as contacts, sales representatives, partners, and campaigns. See CRM Lists.
Users with the Custom Lists permission can create additional, custom lists to categorize records, by going to Customization > Lists, Records, & Fields > Lists > New.

Related Topics: