Using Companies with Employee Profiles FAQ

What changes have been made to employee profiles?

eCompliance users can now be designated as employees or non-employees. A non-employee is a user that has been added to a company profile and is either a subcontractor, supplier, or client.

What permissions are needed to create and edit employees with company details?

Only users that have the “Create Companies” permission can create and edit employees with company details. 

How do I change an eCompliance user to a non-employee (subcontractor, supplier, or client)?

This can be done via two ways: via the company profile in the Companies module and via the employee profile in the Employee module

1. How to do this via the Company profile

Once a company has been created, click on the EMPLOYEES tab, click on the button Add Employee, search for the employee name, select their name, and click Add Employee on the popup.

2. How to do this via the employee profile

When editing the employee profile, in the “Company” field type the name of the company and select it from the list. If the company profile does not exist then you can simply add it from this module while searching for the name of the company. Do note that the user “Type” will match the type of the Company that they are added to.

How do I change an eCompliance user to an employee of my company (not a subcontractor, client, or supplier)?

This can be done in two ways: via the company profile in the Company Module and via the employee profile in the Employee Module

1. How to do this via the Company profile

On the employee profile click on the EMPLOYEES tab and then click on the “x” icon beside the name of the company. Then on the confirmation pop up click “Remove” to remove the employee from a company.

2. How to do this via the employee profile

When editing the employee profile, click on the “x” icon on the name of the company in the “Company” and then save the employee profile. 

Can I add an eCompliance user to more than one company at a time?

No, eCompliance users can only be added to one company at a time.

How do I know on the employee listing page which users are employees vs. non-employees (work for a company)?

Any user that has a company name listed in the “Company” column is a non-employee. Any user that has does not have a company name listed in the “Company” column is an employee.

We are releasing an enhancement soon to further filter this information on the employee listing page.

Can non-employees (subcontractors, suppliers, clients) login via username?

Yes, they can have the exact same experience as employees do.

What permissions do non-employees have?

Non-employee users (those added to companies and designated as subcontractors, suppliers, or clients) can use eCompliance the exact same way as employees do. Managers can enable or disable their user permissions.

Check out this article on how to create custom permission groups in eCompliance.