Overview
Maintain employee records for expense and payee workflows.
Before you begin
Confirm the active subsidiary and details approved for master-data maintenance. Existing linked transactions must retain their references.
Main task
- Open Employees under Records and locate the employee before creating an entry.
- Enter required identity, contact, and subsidiary details.
- Review employee/payee identity fields and configured payment information.
- Save and confirm availability in an expense report for the correct subsidiary.
Check the result
Employee availability follows subsidiary assignment. Expense claims must identify the correct employee even if multiple staff have similar names.
If something goes wrong
Resolve required identity and duplicate payee identifiers before proceeding. Existing financial references can prevent deletion; use supported status controls.