Setting up employee types
In 2020, we began offering an optional upgrade to a new version of employee types that's based on groups. This topic applies to those who haven't yet upgraded.
Refer to All about Replicon’s optional upgrade for departments, employee types, and timesheet periods for information on upgrading. Refer to Setting up groups for information on using the employee type group type.
Employee types are a way of classifying users in Replicon. They are often used to reflect statuses that may have legal or payroll implications – such as contract versus permanent workers, or full-time versus part-time workers.
Each Replicon user must be assigned an employee type in their user profile.
Adding an employee type
To add a new employee type:
- Go to Administration > Employees and Organization > Employee Types.
- Click Add Employee Type.
- Give the new type a name and click Save.
If you’d like to save additional information related to your employee types, you can create employee type custom fields that will display on the Employee Types Add/Edit page.
We’re updating our employee types to act as groups, so you may be able to create hierarchies of employee types, assign an effective date when assigning employee types to users, and filter access to Replicon users based on employee type assigned. Refer to Setting up groups for more information.
FAQs
What are employee types used for?
Employee types are a way of classifying users. You can use them in Replicon to filter user data on certain pages and reports, such as on timesheet and payroll list pages. You can also create a timesheet period for each employee type that can be assigned to all users of that type.
Can I associate an employee type with a cost or billing rate?
No, these values aren’t linked. But, if you want to easily assign all employees of a certain type the same rate, you can filter your user list by that employee type, and mass edit all the filtered users to give them the same rate.
Related links
Limiting which groups a user can access
Using groups to limit data access (video)
Setting up locations
Setting up departments
Using data import to mass add, update, and delete data
