---
title: "Create an Employee > Employee Settings R12"
canonical: "https://technology.bytangram.com/space/TGKB/734658598/Create%20an%20Employee%20%3E%20Employee%20Settings%20R12"
format: markdown
---
Once you have created an employee record in the system, it is important that you continue to the employee details card to complete the set-up with additional **employee** **settings**, including assigning a default activity, holiday calendar and capacity profile. The fields listed in the article below are recommended as part of the *initial employee set-up*. Other fields are available, however will be dependent on your agency processes.
| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |
---
## ACCESS THE EMPLOYEE CARD
There are two options for adding additional information to a client:
1. via the employee card pop-up presented upon completion of [creating the employee](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/616235150)
2. via the **resources **module > **employee settings grid**
- Select the **employee** > open the **employee card**
---
## EMPLOYEE BASIC SETTINGS
There are a few key pieces of information to add in employee basic settings.
- Go to the employee card and click on the** settings** :settings: tab > then select the **employee basic settings** menu item at the top of the list.
- Check the following fields are correct:
| | |
| --- | --- |
| **FIELD** | **DESCRIPTION ** |
|  | Check that the correct **manager**, **traffic** **manager**, **time** **sheet** **approver** and **substitute** **employee** are selected, in line with your agency/office approval process |
| **Default Activity**
 | Check/adjust the **default activity** to ensure it’s the correct activity for the employee |
| **Holiday Calendar**
 | If different from the company default (e.g. if you have employees in different regions), select the public** holiday calendar** relevant to this employee |
| **Timesheet check boxes**
 | Use the three **timesheet check boxes** to define whether this person should do timesheets and be notified regarding late timesheets |
---
## RATES & BILLABLE TARGETS
Accessed from **settings **:settings: icon in the employee card, these settings are used for reporting purposes.
- Add the **cost/hour**: the average employee cost to your agency, this is used for contribution margin reporting
- Add the usual **est. sale/hour**:** **the target or usual hourly sales rate for this person. This rate will only be used for reporting purposes. The actual sale/hour rate is based on the price list (rate card) set on the job that this employee registers time against.
- The **billable target %**: the target billable utilisation percentage for this person, this used for utilisation reporting
> 📝 When someone’s cost or sale rate or utilisation target changes, be sure to add a new profile with a new effective from date. This will ensure historical reporting remains accurate.
---
## TEAM SETTINGS
Accessed from **settings **:settings: icon in the employee card, teams are used for grouping employees together for filtering and reporting purposes.
- Select **all teams** that this employee should be part of, by checking the relevant box
---
## CAPACITY PROFILE
Accessed from **settings **:settings: icon in the employee card, this is used for accurate capacity reporting.
- Click on the calendar next to **in effect from **and select the **start date**
- In **basic time** enter the regular contracted hours, per day. All other fields (ideal time/flexi hours) are per your office/agency process
- Enter the **start time/end time** information if your agency/office schedules by time slots
> 📝 When an employee’s capacity changes, be sure to add a new profile with a new effective from date. This will ensure historical reporting remains accurate.
> ⚠️ The ideal time must always be lower than or equal to the Basic time is defined on each day.
---
The list of articles below will help you add or amend other areas of the employee record.
> Macro (children)
---
### Related articles
> Macro (contentbylabel)