---
title: "Employee Basic Information"
description: "Manage personal details, access, teams, contract terms, working time, salary, banking, and insurance data."
search:
  tags: ["employees", "basic information"]
---
Open **Your Company → Employees**, select an employee, then open **Basic Information** on the right.

![Employee Basic Information – Overview](/images/help-center/company/employee-basics-01.png)

This tab manages the employee's master data and work-related information, including personal details, Leadtime access, working-time rules, salary, and insurance. Its sections keep the most important employee information organized in one place.

Select the profile picture to enlarge it.

<img src="/images/help-center/company/employee-basics-02.gif" alt="Employee Basic Information – Enlarged profile picture" style={{ width: '45%' }} />

To **delete** an employee, open the three-dot menu on the right. We recommend deactivating former employees instead of deleting them.

## Master data

![Employee Basic Information – Master data](/images/help-center/company/employee-basics-03.png)

Master data contains the employee's personal and contact information. Select the **pencil icon** in the top-right corner of *Basic data* to edit it.

---

### Edit personal data

<img src="/images/help-center/company/employee-basics-04.png" alt="Employee Basic Information – Edit personal data" style={{ width: '65%' }} />

- **Title:** Optional academic or professional title, such as Dr. or MBA.
- **Degree:** Optional highest educational qualification.
- **Email:** Primary address used for internal communication and system access.
- **First name / last name:** The employee's full name.
- **Profile picture (avatar):** Select *Pick file* to upload or replace the picture.

---

### Address and contact

- **Country:** Select from the dropdown.
- **Postal code, city, street, house number:** The complete home address.
- **Date of birth:** Select from the calendar.
- **Phone number:** The employee's direct number.

---

### Actions

- **Save:** Apply the changes.
- **Cancel:** Close without saving.

Employees can access this data from their [Profile](/profile/account).

## Leadtime Access

![Employee Basic Information – Leadtime Access](/images/help-center/company/employee-basics-05.png)

This section controls whether the employee can use Leadtime and which permissions apply. Select the **pencil icon** to edit it.

---

### Fields and options

<img src="/images/help-center/company/employee-basics-06.png" alt="Employee Basic Information – Access fields" style={{ width: '60%' }} />

- **Can log in to Leadtime:**

  Enable this option to allow the employee to sign in. Disable it to prevent access.
- **User role:**

  Choose the employee's system role. The role defines the functions and data they can access.

### Billing notice

A red notice explains that active users with login access affect monthly billing. Adding users can increase the total cost under your current plan.

- **Save:** Apply the changes.
- **Cancel:** Close without saving.

Inviting employees to the Workspace affects your [subscription](/administration/workspace-settings/subscription).

---

## Teams

![Employee Basic Information – Teams](/images/help-center/company/employee-basics-07.png)

Assign the employee to one or more teams. Teams organize collaboration and simplify project, task, and responsibility assignments. A person can belong to several teams, such as a project team and a support team.

Select the **pencil icon** to edit the assignment. Configure teams under [Teams](/company/teams).

---

### Fields and options

<img src="/images/help-center/company/employee-basics-08.png" alt="Employee Basic Information – Team fields" style={{ width: '55%' }} />

- **Teams:** Select one or more existing teams. Selected teams appear as chips with their names and icons.
- **+ Create new team:** Create a missing team directly and add it to the selection.
- **Save:** Assign the selected teams.
- **Cancel:** Close without saving.

## Terms of employment

![Employee Basic Information – Terms of employment](/images/help-center/company/employee-basics-09.png)

Record core contractual information such as position, employment type, start and leaving dates, and tax details. These details support HR and payroll. Select the **pencil icon** to edit them.

---

### Fields and options

<img src="/images/help-center/company/employee-basics-10.png" alt="Employee Basic Information – Employment fields" style={{ width: '60%' }} />

- **Position:** The employee's current role, such as managing director, project lead, or support specialist.
- **Employment type:** Choose a permanent contract, fixed-term contract, freelancer, or another available type.
- **Start date:** The date employment began.
- **Leaving date:** Optional end date. Without one, the employment remains active.
- **Income-tax class:** The tax class relevant to payroll.
- **Save:** Apply the data.
- **Cancel:** Close without saving.

## Working time and salary

![Employee Basic Information – Working time and salary](/images/help-center/company/employee-basics-11.png)

This area combines working conditions and compensation details in two tabs: **Working conditions** and **Salary settings**.

---

### Working conditions

<img src="/images/help-center/company/employee-basics-12.png" alt="Employee Basic Information – Working conditions" style={{ width: '70%' }} />

Manage working time, vacation entitlement, and time-tracking reminders.

#### Fields and options

![Employee Basic Information – Working-condition fields](/images/help-center/company/employee-basics-13.png)

**Holiday source:**

Choose the country or region whose public holidays and leave rules apply to this employee. Learn more under [Public holidays](/administration/workspace-settings/holidays).

If you do not choose a source, Leadtime uses the holidays for the Workspace's country. Select another source for employees who live abroad and are unavailable on different days from the rest of the team.

![Employee Basic Information – Targets and notifications](/images/help-center/company/employee-basics-14.png)

**Billable hours per day:**

Set the employee's [time-booking target](/time-tracking/time-booking-goals). This is the expected billable time per day and supports productivity monitoring.

**Observer:**

Optionally assign a person, such as a team lead, to monitor the employee's time tracking.

**Notifications:**

- Remind the employee when no time was recorded on the previous day.
- Remind them when they did not clock in.
- Automatically activate the intrusive mode when time tracking was not started on time.

#### Weekly working time

![Employee Basic Information – Weekly working time](/images/help-center/company/employee-basics-15.png)

Select **+ Plan** to define or change weekly working time. Each period contains:

- **Since:** Start date of the rule
- **Working days:** Defined days of the week
- **Hours:** Working hours per week

Planning periods supports changes such as reduced hours, parental leave, or a new contract. Leadtime retains the history and applies each interval automatically to capacity planning, time tracking, and vacation calculations.

#### Vacation days

![Employee Basic Information – Vacation days](/images/help-center/company/employee-basics-16.png)

Use **+ Plan** to store annual vacation entitlement, optionally from a chosen start date. This also represents future changes, such as additional leave after longer service.

For example, if an employee moves to 20 hours per week in 2025, create a new rule from that date. Leadtime applies it automatically.

Learn more under [Leave Management](/company/leave-management).

---

### Salary settings

<img src="/images/help-center/company/employee-basics-17.png" alt="Employee Basic Information – Salary settings" style={{ width: '70%' }} />

This tab contains salary data and bonuses.

#### Fields and options

**Salary:**

<img src="/images/help-center/company/employee-basics-18.png" alt="Employee Basic Information – Salary planning" style={{ width: '80%' }} />

Plan agreed salary adjustments in advance. Leadtime applies each change automatically on its start date, ensuring that raises, promotions, and contractual adjustments take effect on time.

Select **+ Plan** to add a salary interval:

- **Since:** Date the salary becomes effective
- **Salary:** Gross monthly amount

**Bonus payments:**

<img src="/images/help-center/company/employee-basics-19.png" alt="Employee Basic Information – Bonus payments" style={{ width: '80%' }} />

Select **+ Add** to record a one-time payment such as a bonus or holiday payment:

- **Date:** Due date
- **Amount:** Payment amount
- **Reason:** Purpose or description

Learn more under [Employee – Salary](/company/employees/salary).

---

## Bank details

![Employee Basic Information – Bank details](/images/help-center/company/employee-basics-20.png)

This section contains the information required for salary transfers and other financial transactions:

- **Account holder:** The name on the account.
- **IBAN:** The employee's international bank account number.
- **Bank and BIC:** Bank name and Bank Identifier Code.

<img src="/images/help-center/company/employee-basics-21.png" alt="Employee Basic Information – Verify bank details" style={{ width: '55%' }} />

Changing bank details requires additional **verification**. Enter the one-time six-digit code sent by email before editing and saving the information. This protects sensitive payment data from unauthorized changes.

## Insurance data

![Employee Basic Information – Insurance data](/images/help-center/company/employee-basics-22.png)

Store the employee's important social-insurance details.

### Fields

- **Health insurer:** Name of the employee's health-insurance provider.
- **Health-insurance number:** The employee's policy number.
- **Social-security number:** The employee's social-security identifier.
- **Pension insurance:** The employee's pension-insurance number.
