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How do I track employees and salary payments?
Add employees with base salary, then record monthly salary payments and balances in the CRM.
1 min readUpdated
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Open Employees to store staff identity, contact, role, and a Base salary with currency. Separately, open Salary Payments to record each month’s gross, paid amount, and remaining balance. Employee logins for the CRM are still managed under team roles — this module is compensation tracking, not sign-in access.
Employees
Choose Add employee. Statuses include Active, On leave, and Terminated. Keep base salary current so monthly schedules have a sensible default.
Salary payments
Use Add salary month (or Record on the employee detail) to log what you owe and what you have paid. The employee detail shows a schedule chart and outstanding amounts.