Employee Center Role

by | Feb 1, 2022 | NetSuite Fundamentals

Introduction

With the employee center role, users have the standard abilities to enter time, expense reports, purchase requests, submit help cases and approve transactions. Any accounting, support, sales, administrative or marketing actions cannot be performed by employee center users.

Process Overview

When you add the Employee Center role on an employee’s record, you grant the employee access to the Employee Center. From the Employee Center, employees can do the following: 

  • View their paycheck history, employee profile, and W-4 
  • Enter and view time entries. Supervisors can review and approve time entries for direct reports. 
  • Enter and view expense reports. Depending on how you set up approvals for expense reports, expense approvers (often managers or supervisors) can review and approve expense reports in the Employee Center. 
  • Enter and view purchase requests or requisitions. Depending on how you set up approvals for purchase requests or requisitions, purchase approvers (often managers or supervisors) can review and approve purchase requests or requisitions in the Employee Center. 
  • Enter and view activities such as tasks and phone calls 
  • Access their calendar 
  • Access documents and relationship records 

With SuitePeople HR, your employees can complete additional tasks in the Employee Center: 

  • Request time off and view their time-off balances. Supervisors can view and approve time-off requests for their direct reports. 
  • Recognize the achievements of their peers with Kudos 
  • Browse the Org Chart and search for the Employee Directory 

Employees can customize the NetSuite Employee Center dashboard to show the information that they most need. Click Personalize in the upper right of the dashboard, or in the Settings portlet, click Personalize Dashboard.

Understanding Restrictions for Employee Center Data

The standard Employee Center role is set up to filter the purchase orders, expense reports, and time reports that employees with this role are permitted to view. Employees logging in with this role can see purchase orders, expense reports, and time reports that they own. If they supervise other employees and are listed as an approver, they can also see purchase orders, expense reports, and time reports that their employees own.

In OneWorld accounts, subsidiary restrictions are not enforced to filter time and expense report records that users with this role can see. In OneWorld accounts, subsidiary restrictions are enforced to filter the records that users with this role can see, except for times reports, purchase orders, and expense reports. Subsidiary restrictions for the role are checked first, then subsidiary restrictions for the individual users.

Customized Employee Center roles built from the standard Employee Center role filter viewable records in this same manner by default.

Purchase Approvals and Currencies

If you use the Multiple Currencies feature, when you view purchase requests and purchase orders that require approval, how currency fields are displayed depends on whether you customize the view.

Non-customized View

  • Amount – shows amount in base currency
  • Base Currency – shows currency in base amount

Customized View

  • Amount (Foreign Currency) – shows amount in foreign currency
  • Currency – shows foreign currency

Conclusion

The Employee Center provides a centralized portal to NetSuite tools that can increase employee productivity and reduce costs. Employees and managers are provided role-based access where they can enter and track timesheets, expense reports, and purchase orders; access their calendar, documents, and relationship records; and manage their employee profile, view paycheck details, and history. All these capabilities are easily accessed via the NetSuite Employee Center, an employee self-service portal available within NetSuite

Audience

Administrator

Keywords  

Management, Employee Center Role

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