Employees

HR roster, deal owners, and booked / collected / recognized contribution.

Employees is the people roster inside the workspace. It is not the same as a billable seat.

• Every teammate with a login gets a linked employee row.
• You can add employees who never sign in, for salary and HR.
• When you remove a teammate, the employee row stays. The login link is cleared.

Marketing: Employees.

Deal owner

Companies, opportunities, quotations, invoices, and projects have a deal owner. The owner must be a seated teammate (an employee linked to an active member).

New records default to the signed-in user’s employee when you do not pick someone. When you convert quotation → invoice → project, the parent owner copies forward.

Locks

• Invoice owner locks when status becomes paid (including that save).
• Project owner locks when the project is closed.

Quotations, companies, and opportunities stay editable.

Contribution on employee detail

The detail page shows three totals. They are not one blended number:

Salary

Saving salary on an employee can create or update a recurring Books expense. See Books.

Name

For seated employees, the name on Settings → Profile is the source of truth. HR-only employee names stay editable on the employee form.