Employees (Video)

Employees in 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 their employees to Martus for better reporting. 

Navigating the Employees Page

• Click Columns to choose which columns to display. Sort columns by clicking on the header. Columns can also be dragged and dropped to different locations in the grid.
• Use Filters (the funnel) to search in any column. Click Reset Grid Filters to clear all filters.
• Click Reset View to clear all changes to sorting, filtering, column selections and ordering, etc.

Employee Page Actions

• Click Add New Employee to add a new employee. 
• To Edit an employee, click the pencil icon. 
• To Activate, Inactivate, or Delete multiple employees, select the records and use the buttons at the bottom of the screen.

Employee Record Fields

• First Name - First name of the employee
• Last Name - Last name of the employee
• Inactive - Checked for inactive employees
• Payroll System ID (formerly External Id) - The Payroll System ID for this employee - useful when updating information via export/import
• Anniversary Date - The hire date (mm/yyyy) of the employee within the organization - used for calculating pay types such as tenure bonuses or retirement matching following a waiting period
• 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 type to calculate the rate to budget

Employee Record Actions

• Click Save to save changes.
• Click Cancel to close without saving changes.
• Click Delete to delete the employee. NOTE: You cannot delete an employee associated with a position in a scenario.

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 at least one "Vacant Position" employee to be used for vacant, future, or seasonal positions. Create a placeholder for pooled positions if used.
• Each combination of First Name, Last Name, and Payroll System Id must be unique. If you aren't using the Payroll System Id, you can add a middle initial to the First Name.
• 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