An employee is a resource that executes work for a company and is associated with a financial transaction such as a timesheet entry or expense transaction. If the employee is also a user in Sage Intacct (which is required if they will be entering Time & 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.
OK
Bad Request
{- "ia::result": [
- {
- "key": "32",
- "id": "100",
- "href": "/objects/company-config/employee/32"
}, - {
- "key": "52",
- "id": "Emp2",
- "href": "/objects/company-config/employee/52"
}, - {
- "key": "17",
- "id": "16",
- "href": "/objects/company-config/employee/17"
}
], - "ia::meta": {
- "totalCount": 3,
- "start": 1,
- "pageSize": 100
}
}
Creates a new employee. If the employee is also a user in Sage Intacct (which is required if they will be entering Time & Expenses), the employee and user must be associated with the same Sage Intacct contact.
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 end date. Example: "2026-04-30" | ||||||||||||||||||||||||||
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 Department that the employee is associated with. | |||||||||||||||||||||||||||
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object Class that the employee is associated with. | |||||||||||||||||||||||||||
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defaultCurrency | string or null Currency Example: "USD" | ||||||||||||||||||||||||||
object employeeType | |||||||||||||||||||||||||||
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object earningType | |||||||||||||||||||||||||||
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SSN | string or null Employee social security number. Do not include dashes. Example: "078051120" | ||||||||||||||||||||||||||
object This is a mapping for position and employee | |||||||||||||||||||||||||||
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terminationType | string or null Default: null Termination type Example: "voluntary" | ||||||||||||||||||||||||||
object Form 1099 information for employee. | |||||||||||||||||||||||||||
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object ACH details | |||||||||||||||||||||||||||
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isPlaceholderResource | boolean Default: false Placeholder resource. 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 employees. | |||||||||||||||||||||||||||
Array
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preferredPaymentMethod | string or null Default: null Preferred payment method Example: "cash" | ||||||||||||||||||||||||||
object Attachment folder name | |||||||||||||||||||||||||||
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Array of objects costRates | |||||||||||||||||||||||||||
Array
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Array of objects Array of positions and skills attached to employee object. | |||||||||||||||||||||||||||
Array
|
Created
Bad Request
{- "id": "jSmith",
- "SSN": "650125930",
- "jobTitle": "Accountants",
- "status": "active",
- "startDate": "2021-04-30",
- "birthDate": "1984-04-13",
- "endDate": "2026-04-30",
- "gender": "female",
- "name": "John Smith",
- "terminationType": "voluntary",
- "defaultCurrency": "USD",
- "manager": {
- "id": "11"
}, - "location": {
- "id": "1"
}, - "department": {
- "id": "3"
}, - "class": {
- "id": "1"
}, - "earningType": {
- "id": "Salaries"
}, - "isPostActualCostWithVariance": false,
- "employeeType": {
- "id": "2nd Level Employee"
}, - "primaryContact": {
- "id": "Imam"
}, - "attachmentFolder": {
- "id": "Attachment_hh",
- "key": "1"
}, - "preferredPaymentMethod": "Cash",
- "filePaymentService": "ACH",
- "ach": {
- "enabled": "true",
- "bankRoutingNumber": "121000358",
- "accountNumber": "54545454545454",
- "accountType": "Checking Account",
- "remittanceType": "personal(PPD)"
}
}
{- "ia::result": {
- "key": "52",
- "id": "Emp3",
- "href": "/objects/company-config/employee/52"
}, - "ia::meta": {
- "totalCount": 1
}
}
Returns detailed information for a specified employee.
key required | string System-assigned key for the employee. |
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": "2026-04-30",
- "status": "active",
- "employeeType": {
- "id": "2nd Level Employee",
- "name": "2nd Level Employee",
- "key": "6",
- "href": "/objects/company-config/employee-type/6"
}, - "gender": "female",
- "terminationType": "voluntary",
- "name": "Smith",
- "primaryContact": {
- "id": "AMoore",
- "companyName": "Sage",
- "prefix": "Mr",
- "firstName": "Andy",
- "lastName": "Moore",
- "middleName": "Robert",
- "printAs": "Andy Moore",
- "phone1": "9134598676",
- "phone2": "null",
- "mobile": "9133132299",
- "pager": "null",
- "fax": "9134598677",
- "email2": "null",
- "URL2": "null",
- "mailingAddress": {
- "addressLine1": "744 Edgewater Blvd",
- "addressLine2": "null",
- "city": "Kansas City",
- "country": "United States",
- "isoCountryCode": "US",
- "postCode": "66104",
- "state": "KS"
}, - "key": "68",
- "href": "/objects/company-config/contact/68"
}, - "attachmentFolder": {
- "id": "Admin Default Folder",
- "key": "6",
- "href": "/objects/company-config/folder/6"
}, - "defaultCurrency": "USD",
- "form1099": {
- "isForm1099": "true",
- "type": "A",
- "box": "D"
}, - "earningType": {
- "key": "1",
- "id": "Salaries",
- "name": "Salaries",
- "href": "/objects/company-config/earning-type/1"
}, - "isPostActualCostWithVariance": false,
- "class": {
- "id": "1",
- "name": "class",
- "key": "1"
}, - "preferredPaymentMethod": "Cash",
- "filePaymentService": "ACH",
- "ach": {
- "enabled": "true",
- "bankRoutingNumber": "121000358",
- "accountNumber": "54545454545454",
- "accountType": "Checking Account",
- "remittanceType": "personal(PPD)"
}, - "canSendPaymentNotification": true,
- "placeholderResource": false,
- "mergePaymentRequests": true,
- "employeePosition": {
- "key": "1",
- "id": "position"
}, - "audit": {
- "createdDateTime": "2022-04-01T16:20:00Z",
- "modifiedDateTime": "2022-04-01T16:20:00Z",
- "createdBy": "1",
- "modifiedBy": "95"
}, - "entity": {
- "key": "46",
- "id": "Western Region",
- "name": "Western Region",
- "href": "/objects/company-config/entity/46"
}, - "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.
key required | string System-assigned key for the employee. |
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 end date. Example: "2026-04-30" | ||||||||||||||||||||||||||
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 Department that the employee is associated with. | |||||||||||||||||||||||||||
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object Class that the employee is associated with. | |||||||||||||||||||||||||||
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defaultCurrency | string or null Currency Example: "USD" | ||||||||||||||||||||||||||
object The contact object that represents the employee. | |||||||||||||||||||||||||||
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object employeeType | |||||||||||||||||||||||||||
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object earningType | |||||||||||||||||||||||||||
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SSN | string or null Employee social security number. Do not include dashes. Example: "078051120" | ||||||||||||||||||||||||||
object This is a mapping for position and employee | |||||||||||||||||||||||||||
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terminationType | string or null Default: null Termination type Example: "voluntary" | ||||||||||||||||||||||||||
object Form 1099 information for employee. | |||||||||||||||||||||||||||
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object ACH details | |||||||||||||||||||||||||||
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isPlaceholderResource | boolean Default: false Placeholder resource. 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 employees. | |||||||||||||||||||||||||||
Array
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preferredPaymentMethod | string or null Default: null Preferred payment method Example: "cash" | ||||||||||||||||||||||||||
object Attachment folder name | |||||||||||||||||||||||||||
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Array of objects costRates | |||||||||||||||||||||||||||
Array
| |||||||||||||||||||||||||||
Array of objects Array of positions and skills attached to employee object. | |||||||||||||||||||||||||||
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.
key required | string System-assigned key for the employee. |
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"}},{"$contains":{"name":"Acme"}}] | |||||||||
Array Any of: Field value must be equal to this specified value. For date fields, you can use these macro values that are relative to the current date or the
These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the For example,
| |||||||||
filterExpression | string Default: "and" Logical operators to apply when there are multiple filter conditions. The conditions in the Shortcuts:
Example: "(1 and 2) or 3" | ||||||||
| |||||||||
Array of objects Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order. Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}] | |||||||||
Array
| |||||||||
start | integer First record of the result set to include in the response. Example: 1 | ||||||||
size | integer Number of records to include in the response. Example: 100 |
OK
Bad Request
{- "object": "company-config/employee",
- "filters": [
- {
- "$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
}
}