Managing New User Creation with the Netchex Integration

Managing New User Creation with the Netchex Integration

Overview

This article provides guidance on how to create new users within Inn-Flow when your account is integrated with Netchex. Properly managing new users ensures that payroll-related employees are correctly synced while allowing non-payroll employees and contractors to be managed separately.

In This Article:

1. How to specify if a new user is managed by the payroll integration.
2. How to add non-payroll employees and contractors to payroll-managed entities.

*Please note that if you are not using the Netchex integration, you should create users through the standard process. 

Creating a New User

When adding a new user in Inn-Flow, follow these steps to ensure proper integration with Netchex:

• Access the Add User Modal:
• Navigate to the User Management section under Administration.
• Click on "Add User" to open the user creation modal.
• Specify Employee Type:
• In the Employee Type field, select one of the following options:
• Contractor
• Exclude from Payroll
• Hourly Wage
• Salary Exempt from OT
• Salary Non Exempt from OT

Entity (Hotel) Selection Based on Employee Type:

• Contractor or Exclude from Payroll:
• All entities, including those managed by the payroll integration, will be enabled for selection.
• This allows non-payroll users to be assigned to any hotel without restrictions.
• Hourly Wage, Salary Exempt from OT, or Salary Non Exempt from OT:
• Entities managed by the payroll integration will be disabled to prevent conflicts.
• Only non-payroll-managed entities can be selected.

Toggling Employee Type:

• If you assign permissions to a hotel and then change the Employee Type:
• Switching from Contractor/Exclude from Payroll to Hourly Wage, Salary Exempt from OT, or Salary Non Exempt from OT will disable payroll-managed entities.
• However, any previously checked boxes will remain selected, even if the entities are now disabled.
• You can change this at any time after user creation.

Best Practices:

• Confirm Employee Type: Ensure you select the correct employee type during user creation.
• Review Entity Permissions: Double-check assigned entities, especially when toggling employee types.
• Coordinate with Payroll Admins: When adding payroll-managed employees, consult with your payroll administrators if needed.

Need Help?

If you encounter issues or have questions about creating new users with the Netchex integration, please contact Inn-Flow Support at [email protected].