Add an employee in Projects

Because Profit is an integrated product, you only have to enter the employees once. You can then use them in Profit HR, Payroll and Projects. Your employees use the actual costing to enter their hours on the project.

In the following procedure you enter an employee, so that this employee is also added to Profit CRM as a person. You can, for example, appoint this employee as project manager or a project team member in Profit Projects.

To add an employee:

1. Go to:  Projects / Project / Employee.
2. Click on:  New or press Ctrl+N.

   You do not report the start of the employee's employment, this is only important in Profit HR and Profit Payroll.

3. Click on: Next.
4. In the subsequent screens you can record the employee's personal details. This is largely the same as when adding a person in Profit CRM.

   Note:

   Depending on the activation of a country functionality in Profit, you can record an identification number for the activated country. For example, you can record a Dutch or Belgian social security number for an employee ('BSN' and 'Rijksregisternummer', respectively).

   When more country functionalities have been activated, you can record an identification number by nationality. You enter the identification number and select the country.

   Profit displays the generated code to be used in Profit CRM. If required, you can record a deviating code for use in Profit HR.

5.  Click repeatedly on: Next.
6. Enter a deviating employee ID if you want to use a different code.
7. Click on: Finish.

See also

• Employee
• Organisation
• Person