Setting Up Employee-Related Lists
NetSuite provides predefined categories called lists, which are used to group records. Each category includes a list of values that can be set on records. While some lists have system-defined values, most allow you to add custom values as needed. Both system-defined values and the values you add appear as options in dropdowns for related fields.
Employee-related lists provide values used on employee records for categorization.
Reviewing Existing Values
To review existing values available for various employee-related lists, navigate to Setup > Accounting > Employee Related Lists. Here, values are grouped alphabetically by list name and then by value description.
Adding a Value to an Employee-Related List
To add a value to an employee-related list, follow these steps:
1. Go to Setup > Accounting > Employee Related Lists > New.
2. Click on the desired list.
3. Complete the required fields.
4. Click Save.
If you need to add another value, click the New button and repeat the process.
Creating Categories for Employee Information
Use the links on the Setup > Accounting > Employee Related Lists page to create categories that provide information about your employees on their records. The values you add appear as options in lists for employees.
Available Employee-Related Lists
Education
Education values define employees’ level of education and display on the Human Resources, Education subtab of employee records.
Employee Status
Employee status values categorize employees’ work status, such as Medical Leave, Parental Leave, and Unpaid Leave. These values display on the Human Resources subtab of employee records.
Employee status categories track the lifecycle of an employee as they transition through the company, including categories like Prehire, Actively Employed, Leave, and Terminated. By default, there are eight inactive employee status values, each assigned to a category:
– Actively Employed — Actively Employed
– Medical Leave — Leave
– Parental Leave — Leave
– Prehire — Prehire
– Probation — Actively Employed
– Terminated — Terminated
– Terminated with Pay and Benefits — Terminated
– Unpaid Leave — Leave
The employee status category cannot be changed, but you can edit the employee status name. Ensure the Inactive box is cleared for the value to appear on the Human Resources subtab. With the Effective Dating feature enabled, you can set effective dates for employee status values and view transitions on the Effective Date Log subtab.
Employee Type
Employee type values categorize employees for descriptive or reporting purposes and display on the Human Resources subtab. System-defined values include Contractor, Exempt, Officer, Owner, Regular Employee, and Statutory Employee.
You can include one or more employee types in key performance indicators and search results by checking the Include in KPI box. Employee type categories classify different types of workers and represent the legal relationship between your company and the employee. By default, there are eight inactive employee type values, each assigned to a category:
– Casual — Contingent
– Consultant — Contractor
– Full-Time — Permanent
– Part-Time — Permanent
– Seasonal — Contingent
– System Bot — Non Worker
– Temporary — Contingent
– Volunteer — Non Worker
The employee type category cannot be changed, but you can edit the employee type name. Ensure the Inactive box is cleared for the value to appear on the Human Resources subtab. With the Effective Dating feature enabled, you can set effective dates for employee type values and view transitions on the Effective Date Log subtab.
Ethnicity
Ethnicity values categorize employees’ ethnicity and display on the Human Resources, Personal subtab of employee records.
Marital Status
Marital status values categorize employees’ marital status, such as Single, Married, or Divorced, and display on the Human Resources, Personal subtab of employee records.
Project Resource Role
Available with the Project Management feature, project resource role values identify the roles of employees or vendors on project records.
Resident Status
Resident status values identify employee status based on Section 1 of their completed I-9 forms and display on the Human Resources, Work Status subtab of employee records.
Visa Type
Visa type values identify visa information on employee records and display on the Human Resources, Work Status subtab of employee records.