Employee settings
Manage your employees and employee settings
8 articles
Add job levels for your businessDefining levels and how to set them up
Set up departments and sub departmentsHow to add a department | Add departments and sub departments
Manage employee fieldsSet the fields you’d like to capture about your employees | How to create custom employee fields
Filter and export employee detailsFilter and export details like role, department and approver
Add employee detailsCapture details about your employees such as location, title or date of joining.
Assign a default administrator for expensesAssign a default admin to complete expenses for cardholders without access to Expense Management
A guide to Expense Management user rolesUnderstand the spender, approver and admin roles.
Set up employee approval workflowsHow to assign employee approvers