Last updated on September 6th, 2023
Employees and Contractors are referred to in the knowledge base collectively as “workers”.
An “employee” is defined by being set up as an employee in your Xero file. All registered employees in your Xero file with a valid email address set in Xero will be imported into Gojee automatically.
Contractors on the other hand, do not get pulled from, or stored in Xero. They live only in Gojee. This means that only employees times will be sent to Xero as timesheets, and not contractors. However you can report on contractors times as well in Gojee.
Refer to Reports section for more information.
To add an employee into the system, follow these steps:
To add a contractor, or a non-Xero employee into your Gojee file, Go to HR Management, then Manage Staff and Contractors. From this page you can click on the green Add button to enter the data for the worker.
Note: You will need to have first set up Professions in your Gojee file to be able to select them from this list. If you haven’t yet created them you can save the new worker and come back and add it later. Refer to this link for more information on creating professions: Add Professions
To add a role for workers, simply click on the person from the list on the Manage Staff and Contractors page and then click on the User tab and the following information will be displayed:
There are three main role groups, and an administrator role. The Administrator role can do all functions in the system, the other roles can combine to enable users to do a range of different functions in the system.
To view and edit employees and contractors in Gojee, navigate to HR Management and Manage Staff and Contractors.
To edit one of the workers, simply click on the row and the fields will be displayed to edit the information. Refer to the section Add a contractor into Gojee (provided above) for details on what the fields are and how to edit them.
This process should be used when you’d like to import a bulk list of contractors, or if you’d like to make bulk changes to contractors previously imported into Gojee.
The import process uses the email address to assess whether the contractor is new, or already exists. Hence, changes to email addresses cannot be made in bulk, but all other asset fields can be updated.
To start an import, navigate to HR Management and Manage Staff and Contractors. Click on the Actions button at the top right of the page and select Import/Update from CSV. You will be presented with the following modal:
This process will export all your contractors to a csv file.
To run the export, navigate to HR Management and Manage Staff and Contractors. Click on the Actions button at the top right of the page and select Export to CSV. A CSV file will be generated an available from your download’s sections of your browser.