As an admin, you can add employee details—like location, title or date of joining—for each of your employees with access to Expense Management.
Select the Settings tab on the left panel. Then, select View employees from the Employees drop-down.
Edit employee details for single employee
You can individually add employee details by selecting the employee in the list on the page. In the Edit employee pop-up, you can enter various details about the employee:
Business unit: the business unit the employee is assigned to.
Date of joining: the date the employee joined your business.
Department: the department the employee belongs to. Ensure you’ve set up departments to correctly assign employees to their department.
Level: the job level the employee belongs to. Ensure you’ve set up job levels to correctly assign employees to their level.
Location: the location where the employee is based.
Sub-department: the sub-department that the employee belongs to.
Title: the employee's role at the business.
Once you’ve finished editing the employee details, select Save.
Edit employee details for multiple employees
Sometimes, you may want to update employee details for multiple employees at the same time. Use the checkboxes to select the employees you’d like to add details for, then select Edit.
In the Bulk edit employee details pop-up, you can enter details about the employees. Your updates will apply to all selected employees. Select Save all to finish.
Note: You can manage and customize employee fields on the Manage employee fields page in your settings. View the Manage employee fields help article for instructions.
If you need further assistance, contact our support team at support@capitalone-fylehq.com.