How to Add a New Employee for Payments & Reimbursements

Training Video Available▶️

Please watch the video for a complete demonstration:
Employee Form video

Purpose:

Add an employee to the system to enable reimbursement payments. This record allows employees to appear in payment dropdowns in the Payments module for expense reimbursements.

1. Go to the Purchasing module → Forms → Employee Form.

2. Fill in the fields (required fields are marked with a red asterisk * ):

Type — Select the appropriate category or type from the dropdown menu.
Employee Name* — Enter the employee’s full legal name. This name will appear in dropdowns and on payment documents.
Employee Email — Enter the employee’s email address (used for payment notifications where applicable)
Emp ID* — Enter the Employee ID.
Bank — Enter the full name of the bank.
Routing — Enter the bank routing number.
Account # — Enter the employee’s bank account number.

3. Click Save at the bottom of the form.

4. Review all entered information for accuracy. Then click Submit for Approval.

Once created and approved, this employee record will be available in dropdown selections when creating reimbursement or other payment forms in the Payments module.