Employees

Employees within Martus are linked to a position within a scenario to calculate certain pay types. While the employee field is optional on a position, most organizations add the majority of their workforce as employees within Martus. 

• ID - This is assigned by Martus and is not editable
• First Name - First name of the employee
• Last Name - Last name of the employee
• Inactive - Check for inactive employees
• External Id - The external ID for this employee, typically from the payroll system; it allows for easier updating when exporting and importing information
• Anniversary Date - The hire date (mm/yyyy) of the employee within the organization; the date can be used for calculating pay types such as bonuses or retirement matching
• Coverage 1 - Normally used with medical insurance pay types to calculate the rate to budget
• Coverage 2 - Normally used with dental and vision insurance combined as a pay types to calculate the rate to budget 

Notes on Employees

• The employee record must be linked to a position in Personnel Budgeting > Scenarios > Positions to have any impact on the scenario.
• The employee is optional within a position, but it is needed if a pay item within the position relies on the Anniversary Date or Coverage 1 or 2. 
• It is best practice to create one "Vacant Position" to be utilized for any vacant position within the organization.
• Each combination of First Name, Last Name, and External Id must be unique.
• Employees can be imported via the Pay Data File.

Use the links below to navigate the learning path.

Pay Types <<  Introduction to Personnel - Learning Path  >> Position Types