Employees

The Employees tab in Manager.io is designed to help you efficiently manage all employee-related information for your business. This guide will walk you through the features and functions of the Employees tab.

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Accessing the Employees Tab

Navigate to the Employees tab in the left navigation menu to view the list of current employees.

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Creating a New Employee

To add a new employee:

1. Click the New Employee button at the top right of the Employees screen.

   EmployeesNew Employee

2. Complete the relevant information fields for the new employee.

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Columns in the Employees Tab

The Employees list includes several columns for managing and tracking employee information:

• Code:
  The unique employee code you assign for identification.

• Name:
  The full name of the employee.

• Email address:
  The employee’s email address for communication.

• Control account:
  Indicates the control account associated with the employee. By default, this is the Employee clearing account, unless custom control accounts are being used.

• Division:
  The division the employee belongs to. This field is relevant if you are using divisional accounting.

• Balance:
  Displays the total amount owed to or by the employee:

  • Issuing Payslips increases the employee's balance (amount owed to the employee).
  • Making payments reduces their balance (amount paid to the employee).
  • Typically, the balance should be zero if the employee’s earnings have been fully paid.

• Status:
  Quickly shows the payment status of each employee:

  • Paid: The balance is zero; all earnings have been paid.
  • Unpaid: The balance is positive; payments are still owed.
  • Paid in advance: The balance is negative; employee has received payment in advance.

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Important Notes

• Keeping employee balances at zero ensures accurate payroll management.
• Use the Status column to easily monitor which employees require payment or have been overpaid.

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By using the Employees tab effectively, you can keep employee details organized and stay on top of your payroll obligations in Manager.io.