Employees

The Employee Card is the central configuration record for every TEM user. It controls how the employee submits expenses, who approves them, how they are reimbursed, and what they can see in the portal and mobile app.

Every person who needs to submit expenses or act as an approver must have:

• A Business Central Employee Card
• A portal login (AppsForDynamics365) linked to the card
• An assigned Employee Profile and approver

All TEM-specific configuration for an employee is managed from the Employee Card - from initial connection through to day-to-day changes such as updating the approver, managing company card assignments, or removing access.

In this section

• Import with Copilot - create multiple employees from a payroll file
• Connect to TEM - enable an employee for Expense Management
• Employee fields - TEM-specific fields on the Employee Card
• Actions - actions available on the Truvio Expense Management tab
• Delegations - grant other users permission to act on behalf of an employee

Related

• Set it up: Step 08 - Employees
• Reference: Employee Profiles