Creating and managing employees
Each employee of a company should be set up in NetSuite so they can use the system for their own purposes. They might need to log in as ERP users, as accountants and sales reps do, for instance. Or they might just need access to the Employee Center so they can manage their time off, expenses, or some other custom record. We do this by creating employee records for each person needing access. You will want to work with your client’s HR people to define this list and determine all the details you need to capture for each group of employees.
Just as with most early configurations in a new NetSuite account, you will want to customize the form the users will interact with first, making sure it includes just the native fields and custom fields and lists the business requires. If your client’s requirements for this are on the simpler side, you can just customize the form once and then let them start creating new employees as they like. Businesses...