Navigate employees

In Workforce > Employees, each salary line represents the salary calculation for each employee. Let's take a look around.

The following columns appear in the Employees grid:

Column	Intacct source	Description
Employee name	Expenses > Employees	The following employees appear: Employees with the Status set as Active in Sage Intacct. New hires you add in Planning, as discussed in Add new hire.
Employee ID	Expenses > Employees	Unique employee number
Dimensions		Dimensions that you associate with your workforce accounts when you create the plan. Location is default so always appears. If your plan has the Project dimension, you can Assign projects to existing employees.
Title	Expenses > Employees > Employee information	The job the employee performs.
Type	Expenses > Employees > Employee type	Full-time: If defined as Full Time in Intacct. Part-time: If defined as anything else other than Full Time in Intacct.
Start date		The start date of employment.
End date	Expenses > Employees > Employee information	The start date of employment. Only appears if: Defined in Intacct. You define an end date in Planning for an existing employee, as described in Change the end date of an existing employee. You define an end date in Planning for a new hire, as described in step 7 of Add new hire.
Salary		The salary for each employee for the time period that appears in Salary start. Salary in Planning is always monthly. If an employee has multiple salaries in the same month in Intacct, the latest salary appears in Planning. You can edit each salary line, as discussed in Edit full‑time employee salary and Edit part‑time employee salary.
Salary start		The date that Salary is calculated from. If an employee has multiple annual salaries, such as a mid-year raise, the number of salaries appears in brackets. For example: Jan 2027 (2).
Year		The total annual salary and benefits for each employee. For multi-year plans, each year appears in its own column.
Description of the employee details grid columns

Filter the employees grid

Start

To filter which salary lines appear in the employee details grid, do any of the following:
- Filter by employee name: From the Employees dropdown list, select one or more employees.
- Group by dimension: From the Group by dropdown list, select one or more dimension.
- Group by employee: From the Group by dropdown list, select Employees. You can now differentiate between the following:
  - New hires: New hires that you add in Planning, as discussed in Add new hire.
  - From Intacct: Employees that you import from Sage Intacct.
- Filter by dimension value: From one of the dimension dropdown lists, such as Location, select one or more dimension values.
You can apply multiple filters at the same time. To see all employees, select Reset.

Is this helpful?

In this topic