Adding & Maintaining Employee Information in Acumatica | Acumenica Engineering Training
Welcome to the Acumatica Employee Setup and Maintenance Training, presented by Acumenica Engineering as part of the Central Nervous Systems (CNS) Weekly Acumatica Training Series. In this hands-on session, you’ll learn how to add new employees, configure user access, set labor rates, and manage employee information in Acumatica ERP — essential skills for HR, finance, and project administrators.
This course provides a detailed walkthrough of how Acumatica ERP handles employee configuration, labor setup, and security permissions, ensuring your workforce data integrates smoothly across projects, payroll, and billing functions.
💡 What You’ll Learn in This Acumatica Training:
👤 1. Adding and Maintaining Employee Records
-
How to create a new employee record in Acumatica from scratch or by copying an existing one.
-
Configuring employee details — such as department, supervisor, and position.
-
Understanding employee classes (standard, hourly, consultant, etc.).
🧾 2. Creating Labor Items in Acumatica
-
Setting up employee-based labor items as non-stock inventory entries.
-
Defining labor cost and billing rates for individual employees or groups.
-
Linking labor items to projects and cost budgets for accurate financial tracking.
-
Understanding one-to-one employee-labor relationships versus role-based labor setup.
🔐 3. Configuring Employee Access and Security Roles
-
Assigning user access credentials and linking employees to Acumatica users.
-
Managing role-based permissions across financial, project, and HR modules.
-
Understanding how security levels and access rights control what each employee can view or edit.
🏗️ 4. Assigning Employees to Company Trees and Labor Rate Tables
-
Adding employees to organizational hierarchies and company branches.
-
Configuring rate tables and labor cost structures for project billing.
-
Setting up time card tracking for employee hours, expenses, and project tasks.
🧠 Key Objectives:
-
Learn how to add a new employee in Acumatica from setup to security assignment.
-
Understand how to establish cost and billing rates for employee billable hours.
-
Configure employee labor items, user roles, and time cards for project integration.
-
Gain insight into Acumatica’s HR and labor management functionality for better workforce visibility.
Keywords for SEO:
Acumatica Employee Setup, Acumatica Training, Add Employee in Acumatica, Acumatica Labor Items, Acumatica Security Roles, Acumatica User Access, Acumatica Employee Configuration, Acumatica HR Management, Acumatica Labor Rate Tables, Acumatica Time Cards, Acumatica Projects Training, Acumatica Cost Rates, Acumatica ERP Employee Management, Acumenica Engineering Training, CNS Acumatica Classes
