Actions478
- Account Actions
- Account Details For Period Inquiry Actions
- Account Group Actions
- Account Summary Inquiry Actions
- Activity Actions
- Amazon Store Actions
- Appointment Actions
- Attribute Definition Actions
- Big Commerce Stores Actions
- Bill Actions
- Budget Actions
- Business Account Actions
- Carrier Actions
- Case Actions
- Cash Sale Actions
- Cash Transaction Actions
- Change Order Actions
- Change Order Class Actions
- Check Actions
- Companies Structure Actions
- Company Financial Period Actions
- Contact Actions
- Contract Usage Actions
- Cost Code Actions
- Currency Actions
- Customer Actions
- Customer Class Actions
- Customer Location Actions
- Customer Payment Method Actions
- Customer Price Class Actions
- Deduction Benefit Code Actions
- Discount Actions
- Discount Code Actions
- Earning Type Code Actions
- Email Actions
- Email Processing Actions
- Employee Actions
- Employee Payroll Class Actions
- Employee Payroll Settings Actions
- Event Actions
- Expense Claim Actions
- Expense Receipt Actions
- External Commitment Actions
- Financial Period Actions
- Financial Year Actions
- F O B Point Actions
- Inventory Adjustment Actions
- Inventory Allocation Inquiry Actions
- Inventory Issue Actions
- Inventory Quantity Available Actions
- Inventory Receipt Actions
- Inventory Summary Inquiry Actions
- Invoice Actions
- Item Class Actions
- Item Sales Category Actions
- Item Warehouse Actions
- Journal Transaction Actions
- Kit Assembly Actions
- Kit Specification Actions
- Labor Cost Rate Actions
- Lead Actions
- Ledger Actions
- Lot Serial Class Actions
- Non Stock Item Actions
- Opportunity Actions
- Pay Group Actions
- Payment Actions
- Payment Method Actions
- Pay Period Actions
- Payroll Batch Actions
- Payroll Union Local Actions
- Payroll W C C Code Actions
- Physical Inventory Count Actions
- Physical Inventory Review Actions
- Pro Forma Invoice Actions
- Project Actions
- Project Budget Actions
- Project Task Actions
- Project Template Actions
- Project Template Task Actions
- Project Transaction Actions
- P T O Bank Actions
- Purchase Order Actions
- Purchase Receipt Actions
- Sales Invoice Actions
- Sales Order Actions
- Salesperson Actions
- Sales Prices Inquiry Actions
- Sales Price Worksheet Actions
- Service Order Actions
- Shipment Actions
- Shipping Box Actions
- Shipping Term Actions
- Shipping Zones Actions
- Ship Via Actions
- Shopify Store Actions
- Stock Item Actions
- Storage Details By Location Inquiry Actions
- Storage Details Inquiry Actions
- Subaccount Actions
- Subcontract Actions
- Task Actions
- Tax Actions
- Tax Category Actions
- Tax Reporting Settings Actions
- Tax Zone Actions
- Template Items Actions
- Time Entry Actions
- Transfer Order Actions
- Union Local Actions
- Units Of Measure Actions
- Vendor Actions
- Vendor Class Actions
- Vendor Prices Inquiry Actions
- Vendor Price Worksheet Actions
- Warehouse Actions
- Work Calendar Actions
- Work Class Compensation Code Actions
- Work Location Actions
Employee → Insert/Update
AI-generatedSummary
Insert or update an Employee record in Acumatica by specifying detailed employee data, including personal info, contact details, roles, settings, and related entities.
Inputs
- Attributes — Multiple attribute entries each with identifier, description, active status, required flag, value, and related note ID.
- Contact Info — Contact details including activities, status, dates, owner, project info, and workgroup.
- Address — Employee address fields such as address lines, city, country, postal code, state, and validation status.
- Override Account Address — Boolean to specify if account address should be overridden.
- Address Validated — Boolean indicating if the address is validated.
- Attention — Attention field for the address or contact.
- Business Account — The associated business account identifier.
- Campaigns — Multiple marketing campaign entries tied to the employee with campaign ID, name, contact ID, and stage.
- Cases — Multiple case records linked to the employee with IDs, dates, owner, status and severity.
- Company Name — Company name of the employee.
- Contact Class — Classification for the contact.
- Contact ID — Unique numeric identifier for the contact.
- Contact Method — Preferred contact method.
- Converted By — Identifier of who converted the contact.
- Date Of Birth — Employee's date of birth.
- Display Name — Display name of the employee.
- Do Not Call — Boolean flag indicating if the employee should not be called.
- Do Not Email — Boolean flag indicating if the employee should not be emailed.
- Do Not Fax — Boolean flag indicating if the employee should not be faxed.
- Do Not Mail — Boolean flag indicating if the employee should not be mailed.
- Duplicates — Multiple duplicate records related to this employee with details such as business account and email.
- Email — Email address of the employee.
- Fax — Fax number of the employee.
- Fax Type — Type of fax number.
- First Name — First name of the employee.
- Gender — Gender of the employee.
- Image — Image associated with the employee.
- Job Title — Job title of the employee.
- Language Or Locale — Language or locale preference.
- Last Incoming Activity — Timestamp of last incoming activity.
- Last Modified Date Time — Last modification timestamp.
- Last Name — Last name of the employee.
- Last Outgoing Activity — Timestamp of last outgoing activity.
- Marital Status — Marital status.
- Marketing Lists — Marketing list entries associated with the employee.
- Middle Name — Middle name of the employee.
- No Marketing — Boolean flag to exclude from marketing.
- No Mass Mail — Boolean flag to exclude from mass mail.
- Notifications — Multiple notification entries related to the employee.
- Opportunities — Multiple sales opportunity entries for the employee.
- Owner — Owner identifier.
- Owner Employee Name — Name of the owner employee.
- Parent Account — Parent account identifier.
- Phone1 — Primary phone number.
- Phone1 Type — Type of primary phone.
- Phone2 — Secondary phone number.
- Phone2 Type — Type of secondary phone.
- Phone3 — Third phone number.
- Phone3 Type — Type of third phone.
- Qualification Date — Date of qualification.
- Reason — Reason associated with employee status or changes.
- Relations — Multiple relation entries including associated accounts and contact details.
- Role Assignments — Multiple role assignments for the employee.
- Source — Source info of the employee record.
- Source Campaign — Source campaign identifier.
- Spouse Or Partner Name — Name of spouse or partner.
- Status — Status of the employee.
- Synchronize — Boolean flag to synchronize the employee record.
- Title — Title or salutation.
- Type — Type of employee.
- User Info — User authentication info, login, password, and assigned roles with details.
- Web Site — Employee website URL.
- Workgroup — Workgroup identifier.
- Workgroup Description — Description of the workgroup.
- Note ID — Note ID related to the employee.
- Full Name — Full name of the employee.
- Ext Ref Nbr — External reference number.
- Delegates — List of delegates assigned with delegation details and active status.
- Employee Settings — Settings related to branch, calendar, currency, department, employee class, overrides, and reporting.
- Employment History — Multiple employment history items with start/end dates, position, and eligibility details.
- Financial Settings — Financial configuration including accounts, subaccounts, payment instructions, tax zone, and terms.
- Additional Fields — Additional optional fields like EmployeeID, EmployeeName, LastModifiedDateTime, and Status.
Output shape
a single Employee record object reflecting the created or updated data
Returns the updated Employee data after insertion or update. Fields are structured according to Acumatica API. Operation supports providing a wide range of detailed employee info including nested related entities. Optional fields can be omitted if not needed.
Examples
Example 1: Create a new employee with contact info and employment history
Supply required personal information, contact details, and employment history items. Call the Insert/Update operation to save or update the employee in Acumatica.
