Skip to content

Employees

Employees are the people in your organisation who log work and get assigned to tasks.

Adding an Employee

Go to Employees and click New employee. Fill in:

  • First name and Last name
  • Personal email — the employee's contact email
  • Hire date
  • End date (optional) — marks a former employee and changes their status to ended after that date
  • Role (optional) — a freeform job title or role description
  • Compensation history — salary and billing ratio entries with effective dates

Employees must have a compensation entry effective on or before their hire date.

Compensation History

Admins manage compensation history from the employee form. Each entry includes:

  • Effective on — the date the salary and billing ratio start applying
  • Salary (optional) — stored in RSD and visible only to admins
  • Billing ratio — a multiplier applied to hours when computing hourly invoice amounts

The employee detail page shows the current salary and billing ratio based on today's date, bounded by the employee's hire and end dates.

Billing Ratio

The billing ratio affects how an employee's hours contribute to hourly invoices. For example, if an employee has a billing ratio of 0.5 and logs 8 hours, they contribute 4 billable hours to the invoice total.

This is independent of the invoice rate. It reflects how much of that employee's time counts toward client billing for the effective period.

Payout History

Admins can record monthly payouts from an employee detail page by clicking New Payout. Each employee can have one payout per month. Payouts are stored in RSD and are used by the Dashboard to calculate monthly profit.

Linking an Employee to a User Account

An employee record represents a person in the org. A user account is what they use to log in to Nufinox. These are separate — an employee does not need a user account, and a user does not need to be linked to an employee.

To link them, edit the user account and select the employee. Once linked, that user can log work and PTO for that employee, and member permissions are based on that employee record.

Editing and Deleting

Only admins can create, edit, or delete employees. Use the end date to mark former employees. Deleting an employee also removes their tasks, work logs, payouts, and compensation history, and may be blocked if other records still reference the employee.