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Employees are master records for the people who work at your organization — used for assignment, ownership, and reporting on records like purchase orders and journal entries. Each employee can have a manager and a default posting account.
Employees are not the same as adorabl users. Employee records do not grant a login, portal access, approvals, or expense submission. To invite people who sign in to adorabl, manage users in Organization settings.

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Prerequisites

  • You are signed in and have selected the correct organization in the sidebar switcher.
  • Optional: Chart of accounts is set up if you assign a default posting account to employees.

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Open Employees

1

Navigate

  1. In the sidebar, open Data & Admin.
  2. Click Employees.
The list shows each employee with their manager, posting account, and status. Use search to find an employee by name, and adjust visible columns from the table settings — your layout is remembered on this device.

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Create an employee

1

Start a new record

Click New employee on the Employees list. adorabl opens a separate create screen.
2

Enter details

Manager and posting-account pickers only list values from your organization.
3

Save

Click Save. adorabl opens the employee’s detail record, where you can edit fields inline later.

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Manage existing employees

Add notes to an employee record to capture context like start date or role changes without adding custom fields.

Master data

Manage the reference lists that records depend on.

Organization settings

Manage users, roles, and organization-wide preferences.

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Troubleshooting

Confirm the correct organization is selected. New organizations start with no employees until you create them.
Employees are records only. Signing in is controlled by users, managed in Organization settings. Creating an employee does not create a login.
Both pickers are scoped to your organization. Create the manager as an employee first, or add the account in Segments.