AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Everything Else
Employee Setup
 
Notifications
Clear all

Questions Employee Setup

 
Everything Else
Last Post by Ed Dolan 3 years ago
5 Posts
3 Users
1 Reactions
1,608 Views
RSS
Ed Dolan
Posts: 8
 Ed Dolan
Topic starter
September 29, 2022 6:53 pm
(@edolan)
Active Member
Joined: 3 years ago

Hello all. We are new to Acumatica and was curious about setting up employees in the system; should we setup employees even though we use a 3rd party payroll processor? (we use and like Paylocity). Is there a benefit to having the employees in Acumatica besides for payroll?


4 Replies
Jeffrey Patch
Posts: 38
 Jeffrey Patch
October 2, 2022 10:11 pm
(@jeffrey-patch)
Trusted Member
Joined: 5 years ago

Hello Ed

All sorts of benefits:

  • Approval and Assignment maps use Employees
  • Tasks, Activities, Events use Employees.

I typically setup an corresponding employee for each and every user.


Reply
Ed Dolan
 Ed Dolan
(@edolan)
Joined: 3 years ago

Active Member
Posts: 8
October 5, 2022 5:55 pm
Reply toJeffrey PatchJeffrey Patch

@jeffrey-patch 

Thank you. As a new user I didn't realize those features are/can be tied to employees. 


Reply
Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 10 years ago

Famed Member
Posts: 3193
October 18, 2022 8:08 pm
Reply toEd DolanEd Dolan
Jeffrey Patch

@edolan It's not intuitive to me when Acumatica wants to reference the User record vs. when it wants to reference the Employee record. Setting up an Employee record for every User puts you in a good position to be ready for whichever one Acumatica wants in a specific situation.


Reply
Ed Dolan
Posts: 8
 Ed Dolan
Topic starter
October 19, 2022 10:35 am
(@edolan)
Active Member
Joined: 3 years ago

Tim,

Thanks for your response. This info helps much. We're about 45 days into Acumatica and making good progress and like the product.


Reply
Tim Rodman reacted
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,526 Topics
  • 10.9 K Posts
  • 13 Online
  • 2,324 Members
Our newest member: Michael Kiley
Latest Post: Pick List report suddenly not splitting on Shipment
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2025 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×