The Group dashboard and multi-entity management capabilities in Payhawk allow you to manage your employees on a group level.
The Employees view
To access all your employee data in a centralized view, hover over the Group dashboard and click on Employees.
Group administrators can filter different views of their employees based on their status through the All, Active, and Invited tabs.
The Employees board also displays further information regarding:
The name of the employee.
The teams they are part of.
The entities they are part of.
Their roles in the respective entities.
The status of their account.
Employees can be part of multiple teams and entities and have different roles within different entities.
Inviting employees to company accounts
You can invite a new employee to one or multiple entities:
Click on the New button on the Employees dashboard.
As a result, an Invite form will pop up, prompting the Group administrator to enter the employee’s e-mail address, and an entity to invite them to.
Note that you can invite employees to multiple entities with different roles in each.
If you manage your team structure on a Group level, you no longer need to add managers to multiple entities to approve requests from different entities.
Editing employee details
In the group settings, you can assign employees to specific entities, update their roles, and either apply a unified external ID across all entities or assign a unique ID to each one.
Go to Group dashboard > Employees.
Select the desired employee and click on Edit.
From the Entities drop-down, select the companies to which you want to assign the employee.
To set a unique external ID for the employee for each entity, switch on the External ID toggle and fill in the information.
To have the same external ID for the employee across all your entities, leave the toggle off and fill in the ID.
Click on Save.
Removing employees
You can remove employees from all entities they are part of:
Go to Group dashboard > Employees and select the desired employee.
Click on the three-dot menu and select Remove employee.
In the dialog that opens, select the checkbox to confirm your choice and click on Remove.
