Managing Employee Employment Details #

Purpose: To ensure employee profiles are accurately configured for tax withholding, benefits (PTO), and accounting (QuickBooks) mapping.
Location: Team > [Employee Name] > Employment Details

Navigation #

To access the Employment Details dashboard:

1. Log into Friday and select Team from the main menu.
2. Click on the Employee’s Name (highlighted in green lettering).
3. Select the Employment Details tab from the top navigation bar.

Key Data Fields & Their Impact #

Employment Dates (Hiring & Raises) #

• Significance: Tracks the official hire date.
• Usage: Used to calculate PTO accruals and determine eligibility for performance reviews or raises based on tenure.

Workplace (Critical for Taxes) ⚠️ #

• Significance: This is the most vital field in this tab.
• Impact: The Workplace selection determines which State and City taxes are withheld from the employee’s paycheck.
• Requirement: Ensure the address matches the physical location where the work is performed to avoid payroll tax errors or penalties.

Departments & QuickBooks Integration #

• Significance: Used for internal grouping and external accounting.
• QuickBooks Mapping: If you use Friday’s QuickBooks integration, departments in Friday can be mapped to Classes in QuickBooks.

– Example: Assigning an employee to the “Warehouse” department allows Friday to push those payroll costs directly to the “Warehouse” class in your accounting software, when set up correctly in the QB integrations tab.

• Setup: Ensure departments (e.g., Office, Warehouse, Sales) are created and assigned here for automated job costing.

Informational Fields (Job Title & Employee Type) #

• Status: Currently for record-keeping only.
• Usage: Add Job Titles and Employee Types for your internal directory. These fields do not currently trigger any automated logic or system changes but provide essential context for HR files.

Best Practices for Profile Maintenance #

• Review Before Payroll: Always double-check the Workplace setting for new hires or employees who have recently relocated.
• Sync with QuickBooks: If you add a new department in your accounting software, ensure it is mirrored in the Friday Departments list and assigned to the relevant team members.