10.02.04 Employee Types

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10.02.04 Employee Types

To provide an employee or other person access to UNItekTIME, you must add them as an Employee in UNItekTIME. Typically an employee record should be created in UNItekTIME to allow that employee to enter perform their daily operations through UNItekTIME including task management, time entry, expense entry, project management etc.
The system administrator can set up task type using Admin Options > Employee Types

Adding New Employee Type:

By Default, there are 7 types of Employee Types already exist in the application. An administrator can delete/change it as per the company requirement. An administrator can add new Employee Type based on their own organization requirements.
  1. Click Admin Options at the top right.
  1. Click Employee Types icon under Organization Setup.
  1. Click + Add Employee Type green button at the top right.
  1. In the Add Employee Type screen that appears, enter:
    1. The name of your new Employee Type. Don’t worry, you can always change this later.
    2. Click Is Vendor if you are adding this for Quickbooks.
    3. Now click the green Add Employee Type Button.
Your new Employee Type will be created and then immediately appear on your Employee Types grid.

Editing/Changing Name of the Employee Type:

  1. Click Admin Options at the top right.
  1. Click Employee Types icon under Organization Setup.
  1. Click Options with Gear Icon against the Employee Type you want to Edit/change name then click Edit Employee Type Button.
  1. Employee Type Popup will appear, where you can change the Employee Type Name.
    1. After making changes, click Update Employee Type Button.

Disabling Existing Employee Type:

  1. Click Admin Options at the top right.
  1. Click Employee Types icon under Organization Setup.
  1. Click Options with Gear Icon against the Employee Type you want to Edit/change name then click Edit Employee Type Button.
  1. In the Edit Employee Type screen that appears, where you can:
    1. Click No under the Disabled caption. It will be changed to Yes.
    2. Click Update Employee Type button.

Deleting the Role:

  1. Click Admin Options at the top right.
  1. Click Employee Types icon under Organization Setup.
  1. Click Options with Gear Icon against the Employee Type you want to Delete then click Delete Button.
  1. Click OK on the Popup message for confirmation or click Cancel if you do not want to delete. 
Article ID: 47, , Modified: 3/23/2021 at 8:30 PM

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