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Employee

Define employees that work for your company and map them to multiple systems

Employees allows you to add employees and transfer data between systems. You must add an employee before you can enter their timesheet.

How iPaaS.com Thinks About Employees

An Employee is a staff or worker record - name, email, an optional picture, and a collection of addresses. Other systems call it Staff, a Worker, an Associate, a Team Member, or a User.

The employee model is deliberately minimal. It's an identity anchor used by HR/workforce integrations to keep a shared roster of people across systems, not a full HRIS record. Because the native record is thin, HR- and POS-specific details (role, department, wage, status, employee number) are carried as custom fields rather than built-in ones - the platform holds the shared identity, and each integration adds the specifics it needs.

Related concepts: Employee Addresses, Timesheets, Custom Fields. See also Data Domains.

Adding Employees

To add an employee:

  1. Click Data Management > Employees.
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  2. Click Add Employee.

  3. Add the employee's First Name, Last Name, and Email Address. A Picture Link is optional. Click Apply, and the employee record is added to iPaaS.com.

Editing Employees

You may need to edit an employee to change an email address, a picture link, or process a name change.

Employee Addresses

An employee can have an address holding the standard address fields plus a phone number. Unlike customer addresses, employee addresses have no type and no billing/shipping designation - they simply capture the employee's mailing/contact location, typically for HR and payroll integrations.

To add or edit an employee address:

  1. Open the employee's Edit Employee form.

  2. In the Addresses section, click Add (or the edit icon on an existing address).

  3. Enter the address fields and phone number, then click Apply.

To edit an employee:

  1. Click the edit icon next on the employee's entry. iPaaS.com displays the Edit Employee form.
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  2. (Optional) You can add or edit Custom Fields and External IDs. See Custom Fields and External IDs for those procedures.

  3. When complete, click Apply, and the record is updated.


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