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- Onboarding Checklist Enhancements Manager Self-Service Enhancements for Employee Change
Requests
In NetSuite 2020.1, the Employee Change Request feature has been enhanced with two improvements:
- Guidelines and relevant links
- Salary and job duration insights If you are an HR Administrator, you can enter guidelines and relevant links on the Employee Change Request Type page to assist managers in initiating employee change requests (ECRs). The insights for employee change requests show the range of employees’ salary increases and job duration based on two years of organizational data. These insights provide context for the potential change and help managers and approvers make an informed decision when approving or declining change requests. To enable and select insights, go to Setup > HR Information System > Employee Change Request Types and click the Insights tab on the change request type. For more information, see the help topic Setting Up Employee Change Request Types.
CSV Import for Effective Dating
In NetSuite 2020.1, customers can use CSV Import to perform bulk updates to the employee record for a past, current, or future date. This feature supports all effective-dated fields in the employee record. To use CSV Import for Effective Dating, you must have:
- Full permissions for Import CSV Records
- Full Employee permissions
- Full Employee Record permissions
- Edit permissions for Employee Effective Dating
- Edit permissions for Employee Change Reason Order the rows in the CSV from past to future-dated changes. When dealing with effective-dated conflicts, the system will automatically apply future-dated changes as they come up. For details, see the help topic CSV Imports Overview. The imported changes can be viewed in the Effective Date Log.
Advanced Employee Permissions Customizable Restrictions
In NetSuite 2020.1, you can now customize restrictions for Advanced Employee Permissions to restrict a role’s access to employee records by location and subsidiary. Previously, you could only select from the following restrictions:
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- Active & Non-Terminated
- Subordinates
- Own Only
- Inherit From Role To customize restrictions for Advanced Employee Permissions, you must have the Manage Custom Restrictions permission. For details, see Custom Restrictions for Advanced Employee Permissions. Advanced Employee Permissions Exclusion of Employees
Permission
In NetSuite 2020.1, the Lists > Employees permission takes precedence over any of the employee permissions that are part of the Advanced Employee Permissions feature. This change is a step in separating the legacy permission model from the Advanced Employee Permissions feature. The Lists >
Employees permission gives full-record access to employee records. The Advanced Employee Permissions
feature makes it possible to give access to only specific fields and sublists on employee records. You should review the standard and custom roles in your account that include the Lists > Employees permission. Make sure that all users with these roles should continue to have full access to employee records. For any users who should not have full access to employee records, you can assign them to a different role that does not include the Lists > Employees permission. If you have the Administrator role, you can create alternate custom roles for these users. For details, see the help topic Advanced Employee Permissions Overview.
New Permission for Advanced Employee Permissions
In NetSuite 2020.1, the Advanced Employee Permissions feature now includes the Employee Record Full permission. A role with this permission can access all the information on the employee record, except for the fields and sublists that the Employee System Access permission exposes. For more information, see Employee Record Full Permission Overview.
Bonuses in Compensation Tracking
The Compensation Tracking feature now supports employee bonuses. You can create multiple bonus types, such as annual bonus, sign-on bonus, and so on. You can also track bonus targets and bonus awards for your employees. If you use SuitePeople U.S. Payroll, you can pay bonuses to your employees. For more information, see the help topic Compensation Tracking.
Pay Employee Bonuses with SuitePeople U.S. Payroll
When you use the Compensation Tracking feature and SuitePeople U.S. Payroll together, you can pay bonuses to your employees. On a payroll batch, to include bonuses for the pay period, you can check the new Pay Bonuses box. You can also set a preference to check the Pay Bonuses box by default. For more information, see Integrating Bonuses with Payroll. Workbook Template – Employee Bonus History and Current
Compensation
The Compensation Tracking feature includes a SuiteAnalytics workbook template, Employee Bonus History and Current Compensation. This workbook template provides a summary of employees’ current
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base compensation and a history of employees’ bonuses, if applicable. For more information, see Employee Bonus History and Current Compensation Workbook.
Expense Account Override
In NetSuite 2020.1, you can now select an expense account for individual expense items on an expense report. Previously, expense accounts on line items were only determined by the selected expense category. The Account field is automatically hidden on expense report forms for line items. You must customize your expense report forms to enable expense account override. You can now remove the Category field from expense reports and the field is no longer required. When added to a custom form, the Account field is now required. It is populated automatically by the Category field. However, you can update the Account field to select a different account. Note: You cannot use personal corporate card expenses if you hide the Category field on expense line items. For more information, see the help topics Understanding Expense Categories and Creating Custom Entry and Transaction Forms. Employee-Specific Expense Report Attachments in File
Cabinet
NetSuite 2020.1 introduces two features to support a new expense report file structure in the File Cabinet. The new structure is required in NetSuite 2020.2. To enable the employee-specific attachments, go to > Setup > Company > Enable Features. Under Data Management, check the Enhanced File Security – Use Employee Specific Expense Folders box. When you enable this feature, expense file attachments automatically submit to a dedicated employee expenses folder, predefined by the system. If you have the Administrator role, you can see the contents of these folders, but employees can no longer locate or access these attachments from the File Cabinet. Employees must instead access their expense attachments from the expense report record. Also under Data Management, you can enable Enhanced File Security – Migrate Files to migrate legacy expense file attachments to their new employee-specific folders.
New accounts provisioned in NetSuite 2020.1 automatically adopt the new folder structure. Existing
customers can test the new file structure in the sandbox or release preview accounts.
Time Modification Enhancements
NetSuite 2020.1 introduces the following enhancements to bulk update time entries:
- If you use Charge-Based Billing, you can now update unbilled or non-posted time entries with generated charges. When you update time entries with generated charges, NetSuite deletes all charges associated with the modified time and generates new charges at the next scheduled charge generation.
- When you filter time entries on the Update Time Entries page, only time entries you have permission to edit appear in the list for selection.
- You can bulk edit all time entries submitted for assigned projects. You must be assigned the project manager role on the project record and have full access to the Bulk Time Entry Modification permission in your assigned NetSuite role. This also enables you to edit individual time entry records and timesheets submitted for your projects.
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- The time modification request record is now available to use with workbooks. You can use a workbook to audit all time entry updates and actions. For more information, see the help topic Custom Workbooks.
- When you enable the Override Rates on Time Records preference, you can now see the Rate and Price Level field for each time entry available for selection.
- When you bulk update the approval status of time entries to Rejected, you can now add a rejection note. For more information on these enhancements, see the help topic Updating Time Entries.
Vendor Time Thresholds
In NetSuite 2020.1, you can now disable time thresholds on vendor time. Previously, time thresholds applied to both employee and vendor time. A new preference is available at Setup > Accounting >
Accounting Preferences > Time & Expenses > Time Tracking. NetSuite sets this preference by default. To
disable time thresholds for vendor time, clear the Apply Time Threshold to Vendor Time box. For more information, see the help topic Time Thresholds.