Employees

Overview

The Employees screen allows you to create and manage the profiles of people working in your company. The employee information is mainly used for time entry, expense entry, HR and reporting. To set the security for employees, you must license each user and assign a subscription package to them. When you sign up for a BQE CORE account, it automatically creates your employee profile and designates you as the 'owner'.

If you prefer, the Employees screen label can be customized in the Custom Labels screen (e.g., 'Staff', 'Timekeepers', 'Associates', 'Attorneys', 'Consultants' or any other term you want). The UI elements as well as reports are customized accordingly. When new employees are hired or consultants are contracted to work for your company, their basic information must be provided first and then their extended attributes. You can set up multiple addresses and contact methods for your employees. Click to watch this video on managing employees in CORE.

CORE also provides comprehensive human resource management (HRM) features like employee benefits, salary review, performance reviews, etc. BQE CORE HR is offered as a separate subscription package and is visible only when you subscribe to it. It offers the following main features:

• Employee Benefits

• Employee Salary

• Employee Reviews

• Employee Incidents

• Employee Journals

• HR Forms

• Employee Termination

Note: You can get a visual overview of this feature in CORE from the HR Management flowchart.

Field Descriptions

How To

Create New Employees

Batch Update Employees

Add Employee Profile Picture

Assign Groups

Group Employees

Add Multiple Addresses

Terminate Employees

Set Up Overtime Information

Track Employee Performance

Add Custom Fields

Assign Benefits

Track Benefit Usage

Track Salary Changes

Review Employees

Enter Incidents

Enter Employee Journals

Add Documents

Add To-Dos

Create Time Entries from To-Dos

Add Notes

Add Employee Contacts

Convert Employees to Vendors

Send Employees

Add Opportunities

Clone Employees

Show/Hide Columns in Grid

Export Employees

Import Employees from CSV

View Reports

Apply Filters

Mark Screen as Favorite

Field Descriptions

Field Name	Field Description
Employees > List View >
Ready to Bill	This is unbilled, approved time and expenses including taxes, WUD and markups. It is approved WIP. It includes the values of active employees only. It is calculated as:    [(Bill Rate x Client Hours) + (WUD + Tax1/2/3)] + [(Cost Rate x Units) + (Markup + Tax 1/2/3)]
Awaiting Approval	This is unbilled, unapproved time and expenses including taxes, WUD and markups. It includes the values of active employees only. It is calculated as:    [(Bill Rate x Client Hours) + (WUD + Tax1/2/3)] + [(Cost Rate x Units) + (Markup + Tax 1/2/3)]
Unpaid Reimbursable	This is the value of unpaid reimbursable expense entries (system vendor bills). It includes the values of active employees only. It is calculated as:    Total Vendor Bill Amount - Total Amount Paid
Employees > General > Details >
Display As	This is the unique display name of an employee. It can be numbers, letters or a combination of both. It gives you control over how the employee’s name will appear in lists and other views.
Title	Position at which an employee works in the company or department. It is also referred to as the job classification. While fetching a classification, CORE looks for it in the following order: Fee Schedules, Project Assignments, or Employees.
Department	You can select from the ones entered previously or add new ones. When you type in a department name for an employee and save the details, CORE adds it to the existing list.
Security Profile	Security profile of an employee that determines the access to features and reports in CORE. You can choose a predefined profile (such as Billing Only, Default, Full Access, Manager Level Access, or Time and Expense Only) from the drop-down although 'Time and Expense Only' is selected by default. This field is read-only in sample databases. Note: If there is only one Full Access user in the company, CORE does not allow changing the employee's status to Inactive or Terminated.
Role	Employee's role in the company. You can choose a pre-defined role—Default, Principal/Management, Billing, or Time and Expense.
Status	You can change the status of an active employee to inactive or terminated. Instead of deleting an employee record, it is better to change the status to 'Terminated'. This way you can hide employees on the drop-down lists without deleting them permanently. If you make them inactive, CORE keeps their information, but removes them from drop-down lists. You can make an employee active again at any time. Note: If there is only one Full Access user in the company, CORE does not allow changing the employee's status to Inactive or Terminated.
Address: City/State	City and state where the employee lives.
Zip	Allows alphanumeric characters. You can change the Zip field mask to the U.S. Postal Service Zip + 4 format, 99999-9999, or to Canada Post, ?9? 9?9 in Custom Labels.
Phone/Mobile	The employee's phone number mask can be changed in Custom Labels to common preferences such as 999-999-9999, (999) 999-9999 or 999.999.9999, and to include a country code (99) or extensions.
Default	This is the default address of an employee. If you have multiple addresses (say home, work, etc.), one of them is to be marked as the default address.
Employees > General > Rates & Options >
Bill Rate	Employee's default hourly bill rate for work done. This rate is used for time entries when neither fee schedule nor activity item rates are used.
Overtime Bill Rate	Bill rate charged for time worked by the employee beyond the standard hours. CORE uses this rate to calculate the bill amount for overtime entries.
Pay Rate	Employee's default hourly pay rate for work done. For regular time, Cost Rate = Pay Rate x Overhead Multiplier If you are integrating CORE with a payroll software or using a Cost Plus contract (where Bill Rate = Pay Rate x Multiplier), you must enter an hourly pay rate for the employee.
Overtime Pay Rate	Employee's default hourly pay rate for overtime (OT) work done (beyond the standard hours). For overtime, Cost Rate = Overtime Pay Rate x Overhead Multiplier When a time entry is marked as overtime, this rate is used if there is neither a fee schedule linked to the project nor a cost rate assigned to the activity item used in the time entry.
Overhead Multiplier	Multiplication factor that defines other company overhead costs besides the pay rate. It also determines the ideal bill rate of an employee. You cannot enter a value of 0 or less than 0 as the OHM.    Overhead Multiplier = Cost Rate / Pay Rate OHM = Total Annual Expenses / Total Annual Payroll Expenses where Total Expenses include both direct and indirect expenses. Example: If the total expenses incurred last year are $1,000,000 and payroll expenses are $400,000, then OHM = 1,000,000 / 400,000 = 2.5
Expense Currency	Enables you to log expenses in a foreign currency. You can set a default currency here according to the location of the employee so that correct values and symbols are used everywhere. Example: If an employee CJ works in your U.K. office, specify British Pound as his default or home currency. Whenever CJ logs his expenses, they will be recorded in British Pound.
Target Utilization	Expected utilization rate of an employee. It represents the billing efficiency percentage goal for each. An employee's billing efficiency or performance is measured against this threshold. Also, a minimum Target Utilization is a key determinate in calculating hourly charge-out rates (along with profit and corporate overheads).
Auto Approve: Submit To	You can set the default person to whom you submit your entries or records for approval. This is used for submitting time and expense entries, invoices, and other workflow items in CORE. You can select a manager or any specific person as your default reviewer.
A/P Account	Account for all the A/P transactions in CORE. All the payable for this employee are posted to this account.
Employees > General > Dates & Hours >
SSN	The employee’s Social Security Number. SSN must be verified based on US standards. If SSN is invalid, a warning appears.
Standard Hours: Per Day or Per Week	Standard working hours of the employee on a daily basis or weekly basis; for example, 8 hours a day or 40 hours a week. You should set up one of the two depending on whether you want to base the overtime on daily hours worked or weekly hours. If you enter both, daily hours take preference over weekly hours in case of overtime and after daily overtime is triggered, CORE does not check the weekly hours anymore. These hours are used in task allocations, reports and other areas of CORE. If the daily standard hours are zero, CORE uses the weekly standard hours to calculate the missing time for the employee reports. You can set up the Standard Employee Hours in Settings > Company for the entire company and then override that at the employee level, if needed.
Automatic Overtime	CORE automatically evaluates overtime entries for an employee based on either the daily standard hours or weekly. If daily or weekly hours worked exceed the standard hours, CORE splits the entry into regular time and overtime. Daily hours take preference over weekly hours in case of automatic overtime and after daily overtime is triggered, CORE does not check the weekly hours anymore. If this option is not checked, CORE marks the extra hours as regular time. Example: If your Standard Hours per day = 8 and/or per week = 40, then CORE flags the time entry as OT if that time entry goes over 8 hours for that day or 40 hours for that week.
Comp Time Details	Extra time worked beyond the standard working hours can be calculated as compensation time. It is typically calculated for non-exempt employees. You can set a frequency and number of hours per period to calculate the comp time. It is banked time that can be used in the future. Example: If Alice is supposed to work 40 hours per week but at times she works 45 hours, CORE banks 5 hours of comp time for her. Similarly, if you enter 10 here and your comp time frequency is daily, CORE flags any extra time beyond 10 hours per day as comp time.
Permissible Hours/Year: Vacation/Holiday/Sick	Displays the number of vacation, holiday and sick hours allowed for the employee per year. This PTO information is integrated with the Benefits screen (Human Resources). Dashboard widgets and reports related to PTO get the information from the Benefits screen, if data is available there; otherwise, they use these employee permissible hours.
Bank Account Details: Bank Name	This is the name of the employee's bank. The bank account details are especially needed to pay salary to the employee via a direct deposit. Also, employees who do not have complete bank details saved in their profiles are not included in the ABA files. This option is available only on Australia and New Zealand regional settings.
Account Number	This is the bank account number of the employee.
Routing/BSB Number	This is the routing number of the employee's bank account. The bank account details are especially needed to pay salary to the employee via a direct deposit. For Australia and New Zealand companies, this field changes dynamically to BSB Number. Bank State Branch (BSB) is a 6-digit routing number that represents a bank code used to identify a branch of an Australian bank or financial institution. It is required to make or receive a funds transfer. The format of the BSB code is XXY-ZZZ. The first two digits (XX) specify the bank or financial institution where the money is being sent, while the third digit (Y) tells which state the branch is located in. The last three digits (ZZZ) specify the address of the branch.
ABA Title	It is the title of the employee on the ABA (Australian Banking Association) files generated from the Bill Payments screen. Employees who do not have complete bank details saved in their profiles are not included in the ABA files. This option is available only on Australia and New Zealand regional settings.
Direct Deposit	You can check this option if you want your company or employer to pay you via an automatic salary deposit into your bank account. Your bank account details are needed for this.
Employees > General > Custom Fields >
Add Custom Field	These custom fields allow you to record additional information about the employee. The field labels and UI can be changed in Custom Labels.
Employees > Performance >
Effective Bill Rate	It provides information about the total billable hours logged by an employee and those billed to the client. Effective bill rates of employees are based on a percentage of standard bill rates that is actually collected and reflects on the money you are making from that employee. It reflects discounts, write-up/down, and write-offs. It is calculated as: Effective Bill Rate = Billed Amount / Total Hours Billed where Billed Amount = (Bill Rate x Client Hours x WUD) of billable and billed time entries Total Hours Billed = Total actual hours billed
Effective Cost Rate	Effective cost rate is not the actual cost rate of an employee. It provides information about the total cost of the hours billed to the client. Effective Cost Rate = Cost Amount / Total Hours Billed where Cost Amount = (Actual Hours x Cost Rate) of billed time entries Total Hours Billed = Total actual hours of billed entries
Minimum Bill Rate	It is the bill rate of an employee producing the target profit per hour. It represents the minimum rate at which you should be billing your client for that employee. To determine this rate, you need to know not only the profit margin but also the utilization of your employees and their overhead multiplier. Example: If the cost rate of an employee is $30 per hour and the target profit percentage is 20%, then: Minimum Bill Rate = (30 x 2.5 x 1.2) / .714 = $126 per hour What this means is that if an employee has a cost rate of $30 and bill rate of $100 with 71.4% utilization, you should charge the client at least $126 to make a 20% profit. Minimum Bill Rate = (Pay Rate x Overhead Multiplier) x (1 + Target Profit %) / Utilization % where Target Profit % comes from Settings > Company and must be in decimals
Ideal Pay Rate	Ideal pay rate is the rate you should be paying your employees to achieve the target profit percentage. Ideal Pay Rate = Effective Bill Rate x (Utilization % / 100) / Ideal Pay Rate Divisor where Utilization % = Billable Hours x 100 / Total Hours, where Billable Hours are billable actual hours and Total Hours are determined based on what is set for the Utilization Based On field in Settings. Ideal Pay Rate Divisor = Employee Overhead Factor x (1 + Target Profit %) Utilization and Target Profit must be in decimals. Example: If an employee's effective bill rate is $141/hour with a utilization of 100%, overhead multiplier is 2.25 and the profit multiplier is 1.2, then the Ideal Pay Rate is: (141 x 1) / (2.25 x 1.2) = 52
Utilization: Utilization %	The utilization rate gives a measure of the billability of an employee's time, irrespective of the project status. It is the percentage of billable time entries logged by an employee. Utilization includes extra time and comp time, and is not affected by the billed status of the time entries. Utilization can be based on the actual hours entered by employees, the standard working hours, or the standard working hours (minus deductions), depending on the Utilization Based On field in Settings > Company > Work Time. For details, check the description of this field in Company. Utilization % = (Billable Hours / Total Hours) x 100
PTO	Personal Time Off is calculated as: PTO = Sick + Vacation + Holiday Hours The PTO information here (Available hours) is retrieved from CORE HR (Benefits Usage), if available. Otherwise, it comes from Employees > Permissible Hours. However, the Used hours are retrieved from the time entries using the default time off activities set at the Settings > Time & Expenses level.
Margin	Displays the profit potential of an employee for the company. This margin is not affected by the billable status of time entries. Margin % = Total Margin x 100 / Billed Amount Total Margin = Billed Amount – Cost Amount where Billed Amount = (Client Hours x Bill Rate x WUD) of billed entries and taxes are excluded Cost Amount = (Actual Hours x Cost Rate) of billable entries, including extra time
Billing: Realization %	This chart provides information about the billable and billed value of time entries logged by an employee. It shows the realization percentage, which indicates how much an hour of employee’s time is worth by looking at the total revenue realized from the billed hours. All billing calculations are done on the billed time entries only (including those marked as billed). Realization % = Billed Amount / Total Amount x 100 where Billed Amount = (Client Hours x Bill Rate x WUD) of billable entries that are billed Total Amount = Billable Amount + Non-Billable Amount of billed entries Billable Amount = (Client Hours X Bill Rate) of billed and billable entries and excludes WUD Non-Billable Amount = (Client Hours x Bill Rate) of non-billable entries Write Up/Down = [Bill Rate x Client Hours x (WUD - 1)] of billed and billable entries
Hours	The overtime hours logged by an employee is calculated as: Overtime % = Overtime Hours / Total Hours x 100 where Total Hours = Regular Time + Overtime Hours
Permissible Hours: Vacation/Holiday/Sick/ Comp Hours	Displays the allowed, used and remaining hours of an employee for personal time off. The PTO information here (Available hours) is retrieved from CORE HR (Benefits Usage), if available. Otherwise, it comes from Employees > Permissible Hours. However, the Used hours are retrieved from the time entries using the default time off activities set at the Settings > Time & Expenses level. An asterisk (*) next to Available Hours and Earned Value denotes that rolled-over hours are included when the As Of period is applied. In case of This Year to Date period, only Available Hours will have roll-over hours.
Gross Margins: Margin	Allows you to view the profitability of an employee within the date range selected. The grid displays the gross margins for billable value of time logged by the employee. The billable and billed gross margin metric is similar except that the billed one looks at actual revenue earned and not just what can possibly be billed. Billable Margin = Billable Amount - Billable Cost Billable Margin % = Billable Amount - Billable Cost / Billable Amount x 100 Billed Margin = Billed Amount - Billed Cost Billed Margin % = Billed Amount - Billed Cost / Amount x 100 where Billable Amount = (Client Hours x Bill Rate) of billed entries, excluding WUD and taxes Billable Cost = (Actual Hours x Cost Rate) of billed entries Billed Amount = (Client Hours x Bill Rate x WUD) of billable entries that are billed Billed Cost = (Actual Hours x Cost Rate) of billed entries
Employees > Human Resources > Benefits >
Period	CORE allows you to better understand your benefit summary by choosing the period of your assigned benefits. You can view the HR benefits for the employee based on the selected time frame. CORE remembers the Period filter across sessions. This Year to Date: This option reflects the year-to-date value starting with January 1 and ending on the date entered. As Of: This option reflects the cumulative value since the employee started earning until the date entered.
Units	You can choose whether to see the HR benefits in hours or in days.
Vacation Time: Earned	Vacation time summary of an employee for the selected period. It is calculated based on the Benefits profile of the employees, if available; otherwise it is taken from their Permissible Hours in the Employees screen.
Used	Number of vacation hours/days used by the employee. Negative values are displayed in parenthesis ().
Available	Number of vacation hours/days available to the employee. Typically, it is equal to the difference between the earned and used vacation time, but can include rollover hours/days from the previous years. The rolled-over hours and negative values are displayed here in parenthesis (). Do note that the rollover hours/days are not displayed if As Of filter is set to previous years.
Sick Time: Earned	Number of hours/days an employee has earned as sick time. It is calculated based on the Benefits profile of the employees, if available; otherwise it is taken from their Permissible Hours in the Employees screen.
Used	Number of sick hours/days used by the employee. Negative values are displayed in parenthesis ().
Available	Number of sick hours/days still available to the employee. Typically, it is equal to the difference between the earned sick time and used sick time, but can include rollover hours/days from the previous years. The rolled-over hours and negative values are displayed here in parenthesis (). Do note that the rollover hours/days are not displayed if As Of filter is set to previous years.
Comp Time: Earned/ Used/Available	Comp time is calculated as per the options set in the Employees profile and actual time entries of the employee. Comp hours for distributed PTO is considered under benefit usage, provided that employee has such benefit assigned in the PTO Request period and has earned the comp time. Also, the PTO request needs to fall under the benefit assignment period. Negative values are displayed in parenthesis ().
Balance: Hours/Days Available	This represents the total hours or days available for the employee from PTO: sick, vacation and comp time. Negative values are displayed in parenthesis (). The PTO information here (Available hours) is retrieved from CORE HR (Benefits Usage), if available. However, the Used hours are retrieved from the time entries using the default time off activities set at the Settings > Time & Expenses level.
Max Carry Amount Expire On	These are the maximum number of units (hours) that can be carried over to the next benefit period. Various options include: None (default) Fixed: You can enforce a cap or maximum number of accrued units (hours) that can carry over to the next earning period after a benefit period ends. If enabled, CORE checks the employee’s available balance at the end of the benefit period and allows an amount (up to this maximum amount) to carry over to the next benefit period. Multiplier: If you choose this option, CORE multiplies the maximum accrued hours for this year by the value in the Max Carry Amount field and subtracts this year's hours from it. The value you get is the hours you are allowed to roll over from the previous year. For example, if you have accrued 10 vacation hours this year and want to roll over vacation hours from last year with a Max Carry Amount set at 1.5, you can roll over 5 hours from last year (10 x 1.5 = 15; 15-10 = 5), which makes it a total of 15 hours accrued for this year (10 + 5). CORE does not allow values lower than 1. You can choose for the Max Carry Amount to never expire or set it to expire on a selected date, say an employee’s Hire Date anniversary (default option), any Recurring Date (month/day for each period) or a Specific Date (month/day/year). Setting an expiration date expires any carried-over amount on the specified date. This option is available for accrual methods only.
Employees > Human Resources > Benefits > Benefit Assignment >
Hire Date	Date on which the employee is hired. It marks the start of the employment contract and is used to determine benefit eligibility and calculate tenure.
Start Date	Date on which a benefit is assigned to the employee. This is the date when the employee starts earning the benefit. Note that benefit accruals start on whichever date is later (more recent) between the employee hire date and the benefit start date.
End Date	Date on which a benefit ends for an employee. In other words, the date an employee is no longer eligible for earning benefits. You can leave this field blank if you do not want to have an end date on benefits earning period. Example: The benefits earning is measured on accrual basis. So if for 1 year an employee earns 6 days leave and the benefit period ends before his first year is complete, say 6 months, the employee would earn 3 days of leave.
Accumulated Hours	Number of hours previously accumulated for the selected accrual benefit, such as Accrued Vacation or Sick. This sets the opening balance of the benefit in terms of hours.
Employees > Human Resources > Benefits > Benefit Usage >
Benefit	Select the eligible benefit from this drop-down list. It displays only those benefits that are already assigned to the employee. Also, fixed type benefits are not included here.
Description	You can enter a detailed description regarding the nature of the benefit being used.
Start Date	Start date when the benefit is used.
End Date	Last date or end date of the benefit being used.
Total Time Off	The total time or duration of the benefits used in hours. The duration is entered manually. The unit used here needs to be consistent with the unit specified for the benefit being assigned. By default 1 day = 8 hours. If you need to adjust the accrued benefit, CORE allows you to enter negative values. Example: If you need to limit the benefit that accrues, such as unused vacation hours rolled over to the following year, a company might allow a maximum number of hours to roll over. In that case CORE accepts a negative benefit usage as an adjustment.
Employees > Human Resources > Salary History >
Effective Date	Date on which salary changes (job title, salary, bonus, etc.) are made for the employee.
Reason	This denotes the type of salary change or the reason for it. It can be: Raise, Promotion, Demotion, Achievement, or Other.
Period	Employee's pay period frequency. It can be daily, weekly, monthly, yearly, etc. This period defaults to Yearly (Annual) when no prior salary review exists.
Base Salary	Minimum guaranteed and fixed amount of salary or wage paid to an employee as a compensation for work performed. Base salary does not include benefits or bonuses from an employer. This can be entered for a weekly, monthly or yearly pay period.
Commission	Employees might provide services for which the company pays them a commission on percentage basis. This can be entered for a weekly, monthly or yearly pay period.
Bonus	Any amount paid to employees in addition to the regular salary, especially as a reward. This can be entered for a weekly, monthly or yearly pay period.
Benefit Cost	Amount that the company has to spend on any benefits provided to the employees, such as healthcare, 401k, dental insurance, etc. This can be entered for a weekly, monthly or yearly pay period.
Misc. Amount	This can be any miscellaneous expense incurred on the benefits provided to employees, such as mileage, company phone, etc. This can be entered for a weekly, monthly or yearly pay period.
Gross Salary	Employee's salary before deductions such as tax or expenses. Gross salary is a calculated field and a summation of the following: Base Salary Commission Bonus Cost of Benefits Misc. Amount This can be entered for a weekly, monthly or yearly pay period.
Employees > Human Resources > Reviews >
Review Name	Name of the performance review, say Annual Review JD for an employee named John Doe.
Review Template	Name of the template you want to use for the performance review, say Annual Review Template.
Due Date	Date when the performance review is due.
Employees > Human Resources > Incidents >
Reported By	ID of the employee who reported the incident.
Incident Type	Type of employee incident that has occurred (for example, an accident, theft, etc.)
Incident Location	The location or state where the incident occurred.
Employees > Human Resources > Journals >
Journal Type	Name of the journal entry to be made. It should be short and descriptive (for example, Promotion, Warning, etc.).
Record Date	Date when the journal is recorded.
Reported By	Name or ID of the person recording the journal (for example, it could be the team leader, HR manager, etc.).
Status	Journal status can be open, closed, pending, rejected, approved, etc.
Employees > To-Dos > Edit To-Do >
% Complete	Estimated percentage of completion of a to-do item. This helps you keep track of how much of a task remains to be done till the due date. In case of to-do items related to projects and employees, you can create time entries from them upon updating the % Complete.
Employees > Details > Actions > Add Opportunity >
Opportunity Name	Name of the opportunity expected from a prospect.
Type	The type (e.g., new business, existing business, renewal, etc.) of opportunity can be selected from the drop-down list. You can create various opportunity types in the CRM lists.
Prospect	This is the prospect associated with the opportunity. It is pre-filled with the employee's Display As name, by default. CORE automatically creates a prospect record, if it has not already been added.
Target Date	The realistic close date by which you want to win the opportunity. It represents a deadline for an opportunity. It is set as one month later by default, but can be changed as needed.
Stage	The current stage of an opportunity in terms of sales, e.g., ongoing, won or lost. By default, it is brought forward from Settings > CRM > Opportunity Stages with the least order value and not ‘In Progress’.
Description	Description or other information about the opportunity, say additional licenses.
Assigned To	This is the sales person to whom the opportunity is assigned. It gets pre-filled by the prospect's Assigned To value by default.
Probability %	Current possibility of winning the opportunity. This value is in percentage, say 50%. By default, it is set to 25%, but you can change it. You can quickly update the probability of an opportunity later using the Update Probability option from the row-action menu in list view.
Opportunity Value	Monetary value or worth of an opportunity.
Forecast	Forecast refers to the revenue that you expect from the opportunity. It represents the monetary value of an opportunity.
Copy contacts to prospect	Copies the employee contacts to the prospect associated with the new opportunity.
Employees > Import Employees from CSV >
CSV (UTF-8)	UTF stands for Unicode Transformation Format. It is a character encoding format that can be as compact as ASCII (if the file is plain English text), but can contain unicode characters as well. It uses 8-bit blocks to represent each character that is encoded. UTF supports many languages and can accommodate pages and forms in any of those languages.

 

Create New Employees

To create a new employee profile, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. Click Add Employee on the top-right.
3. On the Create Employee > Details tab, enter the required information. Check Field Descriptions above for details.

   • Name

   • Display As: This is the unique display name of an employee. Security Profile: Security profile of an employee that determines the access to features and reports in CORE. 

   • Role

   • Manager: You can assign a manager from the drop-down list.

   • Address

4. On the Rates & Options tab, enter other information. Check Field Descriptions above for details.

   1. Bill Rate: Employee's default hourly bill rate for work done. Check Field Descriptions above for details.

   2. Pay Rate: Employee's default hourly pay rate for work done. 

   3. A/P Account: Account for all the A/P transactions in CORE. 

   4. Submit To: You can set the default reviewer (Submit To) option for the employee here. Check Field Descriptions above for details.

5. Click Save & Done.

Batch Update Employees

Making batch changes to the employee records is a non-reversible process. Batch update also allows you to reset the values to none if the field is not required.

To change any employee information, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. Select the employee records on the grid and click Actions > Delete to delete them. You cannot delete employees that have time or expense entries, projects or transactions associated with them or who are managers; if no longer needed, make them inactive instead. When you delete employees, the associated tasks are also deleted.
3. Otherwise, click Batch Update to make changes to them. Using the   menu, you can select the total number of records without scrolling all the way to the end of the list, total number of records in view or none of the records.
4. On the Batch Update dialog, select the relevant fields and enter new values for them.
5. Check the disclaimer at the bottom and click Update.
6. To edit a single employee record, click   on its row and select View Details.
7. In the detail view, enter more details or make your changes.
8. Click Save.

You can also check the detailed video on batch updating records in CORE.

Add Employee Profile Picture

When you are subscribed to the HR package, you can add a picture or avatar to your employee profiles. The profile picture can be seen in the list view as well as detail view. Till you add a profile picture, CORE display the default image with your first name + last name initials.

To add an employee profile picture, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid without any picture and click   to select View Detail.
3. In the detail view, go to the General > Details tab.
4. Click + on the default image and browse to the desired location to select your profile picture. Click Open.
5. The default image is replaced by your profile picture. Click Save.

Note: You can remove or change the profile picture by hovering on it and clicking x.

Assign Groups

This option allows you to quickly assign employees to an employee group or view whether the selected employee is a member of any existing group. You can assign employees to groups individually or in a batch action.

To assign an employee to a group, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click   to select View Details.
3. In the detail view, go to the General > Details tab and click Assign Groups.
   
   
   
   
4. On the Assign Groups dialog, select the desired group for the employee. By default, the All group is assigned and set as the default group for all employees.
5. Click Update.
6. In the list view, you can also select multiple employees on the grid and click Actions > Batch Update > Assign Group.

You can also check the detailed video on creating and managing groups in CORE.

Note: Default group is useful for reports, such as Budget Comparison. If there is a budget for employee group A and B, and employee CJ is the member of both groups, but his default group is A, then CJ's hours will be listed against A.

Group Employees

Employees can be grouped by one or more common attributes. An employee can belong to multiple groups. If you have many employees, this option can greatly simplify reporting, budgeting, filtering data, etc. It is worth a little time to create groups because they can save a substantial amount of time down the road.

You can group together employees with the same rates. For example, summer interns could be in the Intern group. Then, when creating a fee schedule, you can enter their rates for activities as a group rather than individually. You can compile a report for these interns by using the group filter. You can also group employees by teams or departments, type of work or skills.

To group various employees, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the General > Details tab and click Assign Groups.
   
   
   
   
4. On the Assign Groups dialog, click Manage Groups. (You can also go directly to this screen via side menu > Settings.)
5. On the Groups screen, click Create New.
   
   
   
   
6. On the Create Employee Group screen, enter the required information:
   

   • Name of the group

   • Description

7. Select the relevant options:
   • Add new employees automatically: Automatically adds all new employees to the new group as they are created.

   • Include all employees in new group: Includes all existing employees in the new group.

8. Click Save.

You can also check the detailed video on creating and managing groups in CORE.

Add Multiple Addresses

Employees can have various addresses associated with them, such as for work, home or any office location. You can add multiple address for all your contacts in CORE.

To add an employee address, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click   to select View Details.
3. In the detail view, go to the General > Details tab and click Add Address.
   
   
   
   
4. Enter a title for the new address to describe it, say Main, Shipping, Residential, Office, or Home.
5. Enter the address details (Street 1/2, City, State, Zip and Country)
6. Check the Default option if you want to make this as the primary or main address of the employee.
7. Click Save.

Terminate Employees

This option allows you to record the termination of your employees, specifying reasons and creating notes that can help you make major HR decisions. It is important from the state and federal compliance perspective too.

To terminate an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee to be terminated on the grid and click  to select View Details.
3. In the detail view, go to the General > Details tab.
   
   
   
   
4. Change the Status of the employee to 'Terminated'. You are prompted to add the termination details. You can also access it via Actions > Terminate in the detail view.
5. On the Terminate Employee dialog, enter the required information:

   • Termination Type: Voluntary, Involuntary or Deceased

   • Reason for Termination

   • Last Working/Release Date

   • Notes: optional

   • Recommended Rehiring: indicates whether the company should consider re-hiring the employee. For example, if the employee left work for school, the company might consider rehiring this person in the future.

   • Protest Unemployment: This indicated if any protest against unemployment claim was registered.

   • Severance Paid: indicates whether the employee was paid any severance or not. Severance is the amount paid by an employer to the employee if the employee is laid off or fired.

6. Click Save.

This information displays at the bottom under Termination Details. You can edit it at any time by clicking Edit Termination Details. After terminating an employee, it is a good practice to decide if you need to remove that person from the CORE subscription and user list. Consult your CORE Owner or IT Admin for this.

Set Up Overtime Information

To set up overtime information for an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the General > Rates & Options tab and enter the required information. Check Field Descriptions above for details.
   
   

   • • • Overtime Bill Rate: Bill rate charged for time worked by the employee beyond the standard hours.

       • Overtime Pay Rate: Employee's default hourly pay rate for overtime (OT) work done (beyond the standard hours). 

       • Overhead Multiplier: Multiplication factor that defines other company overhead costs besides the pay rate. 

   

4. Next, go to the Dates & Hours tab and enter the Standard Hours: Per Day/Per Week. Check Field Descriptions above for details.
5. Check the option: Automatic Overtime to calculate the overtime automatically based on these rates and standard hours. However, to use the Overtime Calculator, you can keep it unchecked. Check Field Descriptions above for details.
6. Do not enter Comp Time Details. If you do, extra time worked will be calculated as Comp Time, not overtime. Check Field Descriptions above for details.
7. Click Save.

Track Employee Performance

To track employee performance, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Performance tab and select a date range in the Period drop-down.
4. You can view various widgets and gauge the performance of your employee from the data displayed in charts, lists, and graphs. Check Field Descriptions above for details.
   
   • Rates
   • Utilization
   • Margin
   • Billing: Realization
   • Hours
   • Gross Margins: Check Field Descriptions above for details.

Add Custom Fields

Using custom fields, you can track extra characteristics and attributes of your employees. For example, you might want to track their skills, work experience or degrees completed to match your company's needs. Or store the date the employee received a professional license. For that, you can change its interface to a calendar drop-down.

To add a custom field, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the General > Custom Fields tab.
   
   
   
   
4. Click Add Custom Field and select the type of field you want depending on the purpose, say Text Box.
5. On the Add Text Box dialog, enter the required information:

   • Name

   • Type

   • # of Characters

6. Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid. Click Save.

Note: You can display a maximum of three custom fields on the list view per screen.

You can also check the detailed video on managing custom fields in CORE.

Assign Benefits

CORE allows you to assign benefits to each employee as per your company policy and business needs. You can specify not only the benefits available to employees, but also monitor the start and end date of each benefit. Before any benefits can be used by employees, they need to be assigned first. Employees can only have only one instance of a benefit assigned to them. CORE is smart enough to check for conflicts and ensure the same benefit does not overlap based on the date range selected. You can assign a benefit to multiple employees from the Benefits screen in a batch mode.

To assign a benefit to an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
   
   
3. In the detail view, go to the Human Resources > Benefits > Benefit Assignment tab and click Assign Benefit.
4. On the Assign Benefit dialog, enter the details of the benefit you want to assign to the employee. Check Field Descriptions above for details.
   
   • Benefit
   • Hire Date
   • Start Date
   • End Date
   • Accumulated Hours: You can specify the number of hours previously accumulated for the selected accrual benefit, such as Accrued Vacation or Sick. Check Field Descriptions above for details.
5. Click Assign Benefit.

The benefit gets assigned to the employee and displays in the grid.

Track Benefit Usage

You can track what benefits employees have earned and used over time. CORE calculates the benefit usage from the Time Entries screen or from the fiscal calendar, depending on which method you set in the Benefits screen. CORE shows a historical record of all benefits that have been availed by the employees and you can choose to evaluate the usage of benefits as of a certain date, including year-to-date. You can also use Benefits Usage to pay employees for vacation days that they didn't take and after recording it here, write a check for them as an annual cash-out.

Note: Benefits usage is driven by time entries. You can also have time entries created from approved PTO requests that contribute to the benefits usage. 

To add benefit usage of an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Human Resources > Benefits > Benefit Usage tab and click Add Benefit Usage.
4. On the Add Benefit Usage dialog, enter the details of the benefit usage. Check Field Descriptions above for details.
   • Benefit
   • Description
   • Approved By
   • Start Date
   • End Date
   • Total Time Off
5. Click Submit Benefit Usage.

The benefit usage gets recorded for the employee and displays in the grid. You can also see the quick summary of Earned/Used/Available on the info bar.

Track Salary Changes

It is very useful and important for a company to keep track of the development and compensation of employees in the company. The employee's salary history allows you to view the salary changes and related details of employees over time. This feature allows you to maintain a history of salary rate per employee and also compare the salaries of various employees. While adding a salary change, all fields are pre-filled with values from the most recent salary changes for the employee.

To add salary change for an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Human Resources > Salary History tab and click Add.
4. On the Add Salary Change dialog, enter the required information. Check Field Descriptions above for details.
   • Effective Date
   • Job Title
   • Reason
   • Period: Employee's pay period frequency 
   • Base Salary: Minimum guaranteed and fixed amount of salary or wage paid to an employee. Check Field Descriptions above for details.
   • Benefit Cost
   • Gross Salary: Employee's salary before deductions such as tax or expenses. Check Field Descriptions above for details.
5. Click Submit Change.

The salary change gets recorded for the employee and displays as a % Change in base or gross salary. It also updates the Salary field of the employee profile if the previous value matches.

Review Employees

CORE allows you to review your employee's job performance, salary, etc. You can create review templates or use the predefined ones and then review your employees based on the criteria set in that.

To review an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee to be reviewed on the grid and click  to select View Details.
3. In the detail view, go to the Human Resources > Reviews tab.
   
   
   
   
4. Click Add.
5. On the New Review dialog, enter the required information. Check Field Descriptions above for details.

   • Review Name

   • Review Template

   • Reviewer

   • Start Date

6. Enter other information and click Save.
7. Go to its detail view to review the data entered and also add Notes.
   
   
   
   
8. The questions are displayed based on the review template selected. Enter or select the correct responses. Enter any Additional Notes for each question, if required.
9. Click Save or Save & Done.

CORE calculates the score based on the responses entered by you and also displays the status and percentage of completion of the review, You have an option to resume the review if it is not 100% complete by clicking Edit on the top-right.

Enter Incidents

Employee incidents in CORE are records of any events related to the employees that have some importance in legal or company matters. Some common examples could be accidents or injuries.

To add an employee incident, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Human Resources > Incidents tab.
   
   
   
   
4. Click Add.
5. On the Add New Incident dialog, enter the required information. Check Field Descriptions above for details.
   

   • Reported By

   • Incident Type

   • Incident Date (and time)

   • Incident Location

6. Enter other information and click Add. It displays in the grid list.

Enter Employee Journals

HR managers typically record journals for employees. The purpose of these journals is to keep track of all employee-related items (for example, degrees, achievements, warnings, etc.) and activities.

To add an employee journal, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Human Resources > Journals tab.
   
   
   
   
4. Click Add.
5. On the Add New Journal dialog, enter the required information. Check Field Descriptions above for details.

   • Journal Type: name of the journal entry to be made

   • Record Date

   • Reported By

   • Status: journal status can be open, closed, pending, rejected, approved, etc.

   • Journal Note

6. Enter other information and click Add. It displays in the grid list.

Check out this video for details on creating employee journals in BQE CORE.

Add Documents

To add a document to an employee record, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Documents tab and click Add.
   
   
   
   

4. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.

   • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

   • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.

   • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

   • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

   • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

   • Box: To link files stored in your Box account, enter its Description and then browse for it.

   • Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.

5. Click Add.

CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees, or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the  row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration. You can also check the detailed video on managing documents in CORE.

Add To-Dos

To add a new to-do task for an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the To-Dos tab and click Add.
4. Enter the required information in the top row of the grid. Check Field Descriptions above for details.

   • Description

   • Start/End Date

   • Assigned To

   • % Complete
5. Click Done.

You can also check the detailed video on managing to-dos in CORE.

Create Time Entries from To-Dos

To create a time entry from a to-do task, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the To-Dos tab.
   
   
   
   
4. Select a to-do task on the grid and click Actions > Create Time Entry.
5. On the Create Time Entry > Details dialog, enter the required information:

   • Entry Date

   • Project

   • Activity

   • Actual/Client Hours

6. On the Additional tab, enter other information, if needed:

   • Cost Rate

   • Bill Rate

   • Tax 1/2/3

7. Click Save.

Add Notes

CORE allows you to add notes for your employees and their contacts.

To add a new note for an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Notes tab and click Add.
4. Enter the required information in the top row of the grid:

   • Category

   • Description

   • Date

   • Status

5. Click Done.

You can also check the detailed video on managing notes in CORE.

Add Employee Contacts

You can add multiple contacts for an employee and even set them as emergency contacts.

To add an employee contact, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, go to the Contacts tab and click Add.
   
   
   
   
4. On the Contact Detail > Details screen, enter the required information:

   • Display As: numbers, letters or a combination of both, up to 65 characters

   • Name

   • Company

   • Contact Address

5. To add a contact type, click Add contact method. You can choose the desired option from the drop-down (say Email or Mobile) and then enter that information.
6. Click Save. The contact record is saved and you can add notes for it from its Notes tab.
7. Click Save & Done.

The new contact displays in the list view.

Convert Employees to Vendors

CORE allows you to convert employee records into vendor records. By default, the selected employee gets converted to a contract employee (vendor type) but you can change it later, if required. CORE does not allow you to convert the logged-in employee into a vendor. Also, you cannot convert employees to vendors if reviews are associated with them.

To convert an employee profile to a vendor, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, click Actions > Convert to Vendor.

You can view the converted vendor on the Vendors screen.

Send Employees

In CORE, you can send employee records to your accounting program, such as QuickBooks Online, Xero and MYOB AccountRight.

To send an employee record to your accounting program, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   

2. In the list view, select an employee on the grid and click  to select View Details.

3. In the detail view, click Actions > Send To on the top-right.

4. Select the relevant option from the drop-down, say QuickBooks. Your data is sent.

CORE allows you to send employees to QuickBooks using the Send to QuickBooks option from the row-action menu in the list view. You can send a maximum of 25 records from the employees list to QuickBooks without having to drill down into the detail view. CORE displays a progress bar when sending these records to QuickBooks. 

Note: You can click More > Show/Hide Columns to display QB Linked column to check the sync status of the records before sending them to QuickBooks.

Add Opportunities

You can create sales opportunities directly from the Employees screen. However, this option is only available with the CRM subscription. In this case, the employee becomes the prospect of the newly associated opportunity. The employee-prospect relationship is always maintained as when an opportunity is won and employee is mapped to the respective client record. The records between Prospects and Employees are synced automatically when changes are made to any common attributes, provided the contact appears in both screens. You can add the opportunities from the list view row-action menu or the detail view Actions menu.

To add an opportunity to an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select View Details.
3. In the detail view, click Actions > Add Opportunity on the top-right.
   
   
   
   
4. On the Add Opportunity dialog, enter the required information. Check Field Descriptions above for details.
   

   • Opportunity Name

   • Type: The type (e.g., new business, existing business, renewal, etc.) of opportunity

   • Prospect

   • Target Date: The realistic close date by which you want to win the opportunity. 

   • Stage: The current stage of an opportunity in terms of sales, e.g., ongoing, won or lost. 

5. Enter other information about the opportunity, if needed. Check Field Descriptions above for details.

   • Description

   • Assigned To: This is the sales person to whom the opportunity is assigned. 

   • Probability %: Current possibility of winning the opportunity

   • Opportunity Value

   • Forecast: Forecast refers to the revenue that you expect from the opportunity

6. Click Add. The opportunity is created and you are taken to its detail view where you can add more information.

Clone Employees

Many employees in a company share attributes such as rates, title, department or supervisor. Using a ‘clone template’ with standard information saves time and effort. First, you should determine what is common for a group of employees and then clone it as needed, giving it a unique ID (template) and then cloning it for all the members of that group. You can later modify individual profiles.

For example, drafters in an architectural firm typically have similar information in their records, such as bill rates, standard hours and so on. You can create a clone template for drafters and then use it to set up new employee profiles quickly. In short, you can create a Staff Employee Template, Manager Employee Template, and so on. Be sure to give a special ID to each clone template.

To clone an employee, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, select an employee on the grid and click  to select Clone.
3. On the Employee Clone dialog, enter the required information:

   • Clone From

   • Clone To

4. Click Clone.

You can also check the detailed video on cloning records in CORE.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, click More > Show/Hide Columns on the action bar.
3. Select or un-select the column names in the drop-down list, say Status.
4. Next, click the column name you want to sort the data by, say Department.
5. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

You can also check the detailed video on navigation and customizing grids in CORE.

Export Employees

In CORE, you can export employees to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export employee records to a .CSV file, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, click More > Export as CSV.
3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Import Employees as CSV

In CORE, you can import up to 5000 employees directly from a Comma Separated Values (.csv) file format. CORE does not create new items or resources if there are no matches. You can map the relevant fields between CORE and the CSV file and save those mappings for the future.

Note: You can download a sample import file to see how your import file should be and what kind of data it should include.

To import employees from a .CSV file, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts > Employees.
   
   
   
   
2. In the list view, click More > Import from CSV.
3. On the Import Employees from CSV dialog, choose the CSV file to be imported. Check Field Descriptions above for details.
4. You can drag and drop the file or click to browse to its location. Click Upload.
5. On the Map Your Employee Fields dialog, you can match the relevant CORE Fields with CSV Headers for each project. Each record requires an employee type, company, first name, and last name to be mapped.
6. You can select Saved Mappings from the drop-down if you have one from a previous import.
   
   
   
   
7. Click Continue. The imported records pre-fill the grid.
8. On the Review Mapping dialog, review the selected records and their mappings. Un-check the records that you do not want to import. CORE performs validation of records, including formatting and data validation before you can proceed.
9. Click the relevant Import option:
   • Import
   • Import & Save As New Mapping: Imports the records and also saves the mapping for the future.
   • Import and Update Mapping: Updates the saved mapping. This option is only visible if you have saved mapping from the previous import.

The employee records are imported. You can check the imported data and make changes, as needed. You can also check the detailed video on importing data into CORE.

View Reports

To view a report, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, click More > View Reports.
3. Select a report from the Report List dialog. It opens in the viewer.
4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

Apply Filters

When using the filter search or applying filters, CORE intelligently updates the info bars to reflect the values of the filtered list. Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.

To view selective data on the grid, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, click  on the right.
3. On the Filters panel, select a filter from the drop-down and specify individual records or range.
4. Click Add Filters to specify more filters.
5. When you have finished, click Apply Filter. You can see selective data now.
6. Next, to save the applied filters as your favorite, click Save Filters.
   
   
   
   
7. It opens the Save Filter dialog, where you can select a name for your filter combination and then click Save. You can also update your existing saved filters by clicking the Update Saved Filters link.
8. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click  next to the Filters icon and select Disable Filters or Clear All, respectively.

You can also check the detailed video on applying filters in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

1. Open the Employees screen from the side menu > Contacts.
   
   
   
   
2. In the list view, click on the top-right.
3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.