An employee object represents someone who executes work for a company and is associated with financial transactions such as timesheet entries or expenses. If the employee is also a user in Sage Intacct (which is required if they will be entering time or expenses), the employee and user must be associated with the same Sage Intacct contact.
Returns a collection with a key, ID, and link for each employee. This operation is mostly for use in testing; use query to find employees that meet certain criteria and to specify properties that are returned.
Subscription | Company |
---|---|
User type | Business, Employee, Project Manager, and Warehouse |
Permissions | List Employees |
OK
Bad Request
{- "ia::result": [
- {
- "key": "32",
- "id": "jsmith",
- "href": "/objects/company-config/employee/32"
}, - {
- "key": "52",
- "id": "rdas",
- "href": "/objects/company-config/employee/52"
}, - {
- "key": "17",
- "id": "ajones",
- "href": "/objects/company-config/employee/17"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}
Creates a new employee. If the employee is also a user in Sage Intacct (which is required if they will be entering time or expenses), set the primaryContact
to the same contact that is associated with the user.
Subscription | Company |
---|---|
User type | Business user with admin privileges |
Permissions | Add Employees |
Employee to create
required | object The contact object that represents the employee | ||||||||||||||||||||||||||
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id | string Unique ID of the employee Example: "jsmith" | ||||||||||||||||||||||||||
name | string Name of the employee Example: "John Smith" | ||||||||||||||||||||||||||
startDate | string or null <date> Employment start date Example: "2021-04-30" | ||||||||||||||||||||||||||
jobTitle | string or null Job title Example: "VP Sales" | ||||||||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||
birthDate | string or null <date> Employee date of birth Example: "1984-04-13" | ||||||||||||||||||||||||||
endDate | string or null <date> Employment termination date Example: "2026-04-01" | ||||||||||||||||||||||||||
postActualCostWithVariance | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
mergePaymentRequests | boolean Default: true Set to Example: true | ||||||||||||||||||||||||||
sendAutomaticPaymentNotification | boolean Default: false Set to Example: true | ||||||||||||||||||||||||||
object Manager of the employee | |||||||||||||||||||||||||||
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gender | string or null Default: null Gender Example: "female" | ||||||||||||||||||||||||||
object The department that the employee works for | |||||||||||||||||||||||||||
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object Class that the employee is associated with | |||||||||||||||||||||||||||
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defaultCurrency | string or null Currency to use for the employee's expense reports and payments, if different from the company's base currency. Only used if the company uses multiple transaction currencies. Example: "USD" | ||||||||||||||||||||||||||
object Defines the status of employee, such as full time, part time, or contractor | |||||||||||||||||||||||||||
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object An earning type specifies the GL accounts that the employee's labor costs are posted to. | |||||||||||||||||||||||||||
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SSN | string or null Employee social security number. Do not include dashes. Example: "078051120" | ||||||||||||||||||||||||||
object Reference to an employee position. Only used for construction. | |||||||||||||||||||||||||||
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terminationType | string or null Default: null Termination status, if the employee has left the company Example: "voluntary" | ||||||||||||||||||||||||||
object Form 1099 information for the employee | |||||||||||||||||||||||||||
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object ACH details if the employee is paid by ACH | |||||||||||||||||||||||||||
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isPlaceholderResource | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
filePaymentService | string or null Default: "none" File payment service type Example: "ach" | ||||||||||||||||||||||||||
object | |||||||||||||||||||||||||||
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Array of objects Bank file setup for the employee | |||||||||||||||||||||||||||
Array
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preferredPaymentMethod | string or null Default: null Preferred payment method Example: "cash" | ||||||||||||||||||||||||||
object Attachment folder for storing documents related to the employee. | |||||||||||||||||||||||||||
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Array of objects Employee cost rates | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Array of positions and skills associated with an employee. | |||||||||||||||||||||||||||
Array
|
Created
Bad Request
{- "id": "jSmith",
- "SSN": "650125930",
- "jobTitle": "Accountants",
- "startDate": "2021-04-30",
- "birthDate": "1984-04-01",
- "name": "John Smith",
- "defaultCurrency": "USD",
- "manager": {
- "id": "rkincaid"
}, - "location": {
- "id": "WA"
}, - "department": {
- "id": "ACCT"
}, - "earningType": {
- "id": "Salaried"
}, - "postActualCostWithVariance": false,
- "employeeType": {
- "id": "Full Time"
}, - "primaryContact": {
- "id": "rkincaid"
}, - "attachmentFolder": {
- "key": "232"
}, - "preferredPaymentMethod": "cash"
}
{- "ia::result": {
- "key": "52",
- "id": "Emp3",
- "href": "/objects/company-config/employee/52"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Returns detailed information for a specified employee.
Subscription | Company |
---|---|
User type | Business, Employee, Project Manager, and Warehouse |
Permissions | View Employees |
key required | string System-assigned key of an employee. Example: 63 |
OK
Bad Request
{- "ia::result": {
- "key": "63",
- "id": "jSmith",
- "SSN": "650125930",
- "jobTitle": "Accountant",
- "location": {
- "id": "1",
- "key": "1",
- "name": "United States of America",
- "href": "/objects/company-config/location/1"
}, - "department": {
- "id": "3",
- "key": "3",
- "name": "Engineering",
- "href": "/objects/company-config/department/3"
}, - "manager": {
- "key": "24",
- "id": "11",
- "name": "jsmith",
- "href": "/objects/company-config/employee/24"
}, - "birthDate": "1984-04-13",
- "startDate": "2021-04-30",
- "endDate": null,
- "status": "active",
- "employeeType": {
- "id": "Full Time",
- "key": "6",
- "href": "/objects/company-config/employee-type/6"
}, - "gender": "male",
- "terminationType": null,
- "name": "jsmith",
- "primaryContact": {
- "mailingAddress": {
- "addressLine1": "744 Edgewater Blvd",
- "addressLine2": "null",
- "city": "Kansas City",
- "country": "United States",
- "isoCountryCode": "US",
- "postCode": "66104",
- "state": "KS"
}, - "URL2": null,
- "companyName": "Sage",
- "email2": null,
- "fax": "9134598677",
- "firstName": "John",
- "id": "jsmith",
- "lastName": "Smith",
- "middleName": null,
- "mobile": "9133132299",
- "pager": null,
- "phone1": "9134598676",
- "phone2": null,
- "prefix": "Mr",
- "printAs": "John Smith",
- "key": "68",
- "href": "/objects/company-config/contact/68"
}, - "attachmentFolder": {
- "id": "Admin Default Folder",
- "key": "6",
- "href": "/objects/company-config/folder/6"
}, - "defaultCurrency": "USD",
- "form1099": {
- "name": "John Smith",
- "type": "A",
- "box": "D"
}, - "earningType": {
- "key": "1",
- "id": "Salaries",
- "href": "/objects/company-config/earning-type/1"
}, - "postActualCostWithVariance": false,
- "audit": {
- "createdDateTime": "2022-04-01T16:20:00Z",
- "modifiedDateTime": "2022-04-01T16:20:00Z",
- "createdBy": "1",
- "modifiedBy": "95"
}, - "class": {
- "id": null,
- "name": null,
- "key": null
}, - "preferredPaymentMethod": "cash",
- "bankFile": {
- "paymentCurrency": "EUR",
- "paymentCountryCode": "gb"
}, - "filePaymentService": "none",
- "ach": {
- "enabled": false,
- "bankRoutingNumber": null,
- "accountNumber": null,
- "accountType": null,
- "remittanceType": null
}, - "sendAutomaticPaymentNotification": true,
- "isPlaceholderResource": false,
- "mergePaymentRequests": true,
- "employeePosition": {
- "key": "1",
- "id": "writer"
}, - "entity": {
- "key": "46",
- "id": "Western Region",
- "name": "Western Region",
- "href": "/objects/company-config/entity/46"
}, - "employeeRates": [ ],
- "positionSkills": [ ],
- "bankFileSetup": [ ],
- "href": "/objects/company-config/employee/63"
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 1,
- "totalError": 0
}
}
Updates an existing employee by setting field values. Any fields not provided remain unchanged.
Subscription | Company |
---|---|
User type | Business user with admin privileges |
Permissions | Edit Employees |
key required | string System-assigned key of an employee. Example: 63 |
name | string Name of the employee Example: "John Smith" | ||||||||||||||||||||||||||
startDate | string or null <date> Employment start date Example: "2021-04-30" | ||||||||||||||||||||||||||
jobTitle | string or null Job title Example: "VP Sales" | ||||||||||||||||||||||||||
status | string Default: "active" Object status. Active objects are fully functional. Inactive objects are essentially hidden and cannot be used or referenced. Example: "active" | ||||||||||||||||||||||||||
birthDate | string or null <date> Employee date of birth Example: "1984-04-13" | ||||||||||||||||||||||||||
endDate | string or null <date> Employment termination date Example: "2026-04-01" | ||||||||||||||||||||||||||
postActualCostWithVariance | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
mergePaymentRequests | boolean Default: true Set to Example: true | ||||||||||||||||||||||||||
sendAutomaticPaymentNotification | boolean Default: false Set to Example: true | ||||||||||||||||||||||||||
object Manager of the employee | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
gender | string or null Default: null Gender Example: "female" | ||||||||||||||||||||||||||
object The department that the employee works for | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object Class that the employee is associated with | |||||||||||||||||||||||||||
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defaultCurrency | string or null Currency to use for the employee's expense reports and payments, if different from the company's base currency. Only used if the company uses multiple transaction currencies. Example: "USD" | ||||||||||||||||||||||||||
object The contact object that represents the employee | |||||||||||||||||||||||||||
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object Defines the status of employee, such as full time, part time, or contractor | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object An earning type specifies the GL accounts that the employee's labor costs are posted to. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
SSN | string or null Employee social security number. Do not include dashes. Example: "078051120" | ||||||||||||||||||||||||||
object Reference to an employee position. Only used for construction. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
terminationType | string or null Default: null Termination status, if the employee has left the company Example: "voluntary" | ||||||||||||||||||||||||||
object Form 1099 information for the employee | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
object ACH details if the employee is paid by ACH | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
isPlaceholderResource | boolean Default: false Set to Example: false | ||||||||||||||||||||||||||
filePaymentService | string or null Default: "none" File payment service type Example: "ach" | ||||||||||||||||||||||||||
object | |||||||||||||||||||||||||||
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Array of objects Bank file setup for the employee | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
preferredPaymentMethod | string or null Default: null Preferred payment method Example: "cash" | ||||||||||||||||||||||||||
object Attachment folder for storing documents related to the employee. | |||||||||||||||||||||||||||
| |||||||||||||||||||||||||||
Array of objects Employee cost rates | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Array of positions and skills associated with an employee. | |||||||||||||||||||||||||||
Array
|
OK
Bad Request
{- "status": "inactive",
- "endDate": "2023-04-01",
- "terminationType": "voluntary"
}
{- "ia::result": {
- "key": "52",
- "id": "Emp2",
- "href": "/objects/company-config/employee/52"
}, - "ia::meta": {
- "totalCount": 1
}
}
Deletes an employee.
Subscription | Company |
---|---|
User type | Business user with admin privileges |
Permissions | Delete Employees |
key required | string System-assigned key of an employee. Example: 63 |
No Content
Bad Request
{- "ia::result": {
- "ia::error": {
- "code": "invalidRequest",
- "message": "A POST request requires a payload",
- "errorId": "REST-1028",
- "additionalInfo": {
- "messageId": "IA.REQUEST_REQUIRES_A_PAYLOAD",
- "placeholders": {
- "OPERATION": "POST"
}, - "propertySet": { }
}, - "supportId": "Kxi78%7EZuyXBDEGVHD2UmO1phYXDQAAAAo"
}
}, - "ia::meta": {
- "totalCount": 1,
- "totalSuccess": 0,
- "totalError": 1
}
}
Queries an object for filtered data.
object | string Object type to query, in the form Example: "company-config/employee" | ||||||||
fields | Array of strings List of fields to include in the response. Can be any combination of these:
Example: ["key","id","max:vendor.creditLimit"] | ||||||||
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object) Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the result set, 4000 maximum. Example: 100 |
OK
Bad Request
{- "object": "company-config/employee",
- "filters": [
- {
- "$eq": {
- "department.id": "Sales"
}
}
], - "fields": [
- "key",
- "id",
- "name",
- "jobTitle"
], - "orderBy": [
- {
- "id": "asc"
}
]
}
{- "ia::result": [
- {
- "key": "9",
- "id": "djones",
- "name": "David Jones",
- "jobTitle": "Sales Director"
}, - {
- "key": "22",
- "id": "sryburn",
- "name": "Suzanne Ryburn",
- "jobTitle": "Sales Manager"
}
], - "ia::meta": {
- "totalCount": 2,
- "start": 1,
- "pageSize": 100,
- "next": null,
- "previous": null
}
}